What is Salesforce integration and how does it work?
What Is Salesforce Integration? Salesforce integration is the process of merging the data and functionality of Salesforce with another application to provide users with a single unified experience. It allows you to provide your team with an ideal mix of features pertaining to both platforms.
How to integrate Salesforce with third party apps?
Some popular third-party apps that facilitate effective Salesforce integration include Zapier and Jitterbit among others. Apart from using dedicated applications, Salesforce integration can also be carried out with the help of a programming language. The use of Apex is the most common example of code-based Salesforce integration.
What can I do with the Salesforce and codescience integration?
Use this integration to simplify the process for preparing and tracking e-signature documents. Build customer apps lightning fast, with the Salesforce and CodeScience integration. Build apps fast.
Does Salesforce integration require programmatic development?
Some integration solutions do require programmatic development initially; however, they can often then be extended within Salesforce with declarative tools like Flow.
About Poynt
Poynt was founded on the belief that all merchants should have access to innovative technology without compromising on security or user experience. We set out to fix broken commerce infrastructure by bringing developers, distributors and merchants together on an open platform running on top of a smart, all-in-one device.
About the Poynt Smart Terminal
The Poynt Smart Terminal brings the unlimited versatility of a mobile device to a future-proof payment terminal at a price that any merchant can afford. The terminal was built to meet the highest PCI and EMV security requirements as well as connect to any merchant bank.
Payment Methods
Payment types are constantly changing. EMV cards are now the standard, in the US thanks to the EMV mandate. NFC payments are seeing increased usage thanks to Apple Pay. Some customers want to pay with cash. Our goal is to ensure merchants never have to turn down a customer based on how the customer wants to pay.
Resellers
To become a Poynt Reseller, please see the “Become a Poynt Reseller” button at the bottom of each page on Poynt.com.
Merchants
To become a Poynt merchant, please see the “Become a Poynt Merchant” button at the bottom of each page on Poynt.com.
What is Salesforce integration?
When we talk about integration, it means to create a connection between a specific Salesforce instance and another database or system. The connection could be inbound, outbound, or bi-directional, and you may be connecting to another database, another Salesforce instance, or another cloud-based data source.
Why is Salesforce so powerful?
Salesforce is a very powerful tool because it helps companies to create a 360-degree view of their customers and their business. Integrations with additional databases can bring even more value and information into your Salesforce environment.
What is Salesforce admin?
Salesforce Admins are at the heart of the user experience. You build pages, apps, data structures, automation, analytics, and more to bring your users the business processes and data they need to be successful. Integration design follows many of the same principles you have mastered as an admin: Discovery, Documentation, Innovation, and Collaboration. Take the first step by learning more about Salesforce integration solutions and how they can help you build immersive experiences for your users.
What is integration use case?
A very common integration use case is exposing data from an external system inside of your Salesforce environment. This approach can help establish Salesforce as the single source of truth for your company data.
What is Apex callout?
Apex: Apex Callouts enable you to integrate your Apex code with an external callout. This means you can fetch external data to display inside of Salesforce. Can be combined with Flow for powerful automation.
Can you centralize Salesforce?
You may want to centralize your user experience on Salesforce, but not import and manage that data inside of Salesforce. In this use case, your users can be informed and act on records from other systems, without the data management overhead of importing and managing potential data replication issues.
Is Postgres a scalable database?
Heroku Postgres is a highly scalable database that can be deployed easily and managed without significant overhead, allowing for data sync and transformations but without the integration/API management capabilities and prebuilt connectors found on MuleSoft.
How long does it take to sync transactions on QuickBooks?
On the next screen, you can choose the date to start pulling in your transactions. This will take anywhere from a few seconds to minutes based on the timeframe you're syncing the transactions. Congratulations!
Does QuickBooks Desktop sync with Poynt?
You have just synced your QuickBooks Desktop and Poynt accounts. From now on, all your transactions will be synced automatically after you settle them. You can see the status of your syncs in Poynt.net. Poynt transactions will be updated in QuickBooks in 10-minute intervals.
Why is Salesforce integration important?
Salesforce integration allows developers to enhance the functionality of Salesforce and help users save their time and efforts in using tools pertaining to different platforms. Whenever you plan to go ahead with Salesforce integration, it is always advisable to take the help of integration experts to obtain the best results.
What is Salesforce Apex?
It is a proprietary programming language having a syntax that is similar to Java. Some of the core benefits of carrying out code-based Salesforce integration using Apex include: The programming language can be hosted on the Lightning Platform and entirely controlled by the same.
What is data integration?
With data integration, you can use REST or SOAP APIs for allowing a centralized application in your organization to act as the key source of a specific business object. Such integration does not require any coding and cannot be used for implementing any custom logic.
Why is it important to understand both the applications?
It is important for a developer to understand both the applications that they are willing to integrate, one of them being a Salesforce app. In order to be well-versed with the apps, it is advisable to spend more time preparing the data required for integration.
About Poynt
About The Poynt Smart Terminal
- What is the Poynt Smart Terminal?
The Poynt Smart Terminal brings the unlimited versatility of a mobile device to a future-proof payment terminal at a price that any merchant can afford. The terminal was built to meet the highest PCI and EMV security requirements as well as connect to any merchant bank. The Poyn… - What are the hardware specifications?
View all of the specifications here.
Payment Methods
- Why do I need to accept all of these different payment methods?
Payment types are constantly changing. EMV cards are now the standard, in the US thanks to the EMV mandate. NFC payments are seeing increased usage thanks to Apple Pay. Some customers want to pay with cash. Our goal is to ensure merchants never have to turn down a customer bas… - Does the Smart Terminal accept good ol’ fashioned credit card swiping?
Of course! And the Smart Terminal can accept PIN for pin-debit as well as Signature.
Resellers
- How do I become a reseller with Poynt?
To become a Poynt Reseller, please see the “Become a Poynt Reseller” button at the bottom of each page on Poynt.com. - What resources do I have available to me as a reseller?
The Poynt Sales Hub is available to demonstrate how the Poynt Smart Terminal can power your merchants. There you’ll find Sales Tools like sell sheets, a Sales Training series, and sales collateral to help you sell Poynt. Additionally, feel free to check out the Reseller sectionof our He…
Merchants
- How do I get Poynt?
To become a Poynt merchant, please see the “Become a Poynt Merchant” button at the bottom of each page on Poynt.com. - I have a Poynt unit - how do I get help or support?
With any general questions about what you can do with your Poynt Smart Terminal, please first reach out to your reseller organization or the sales person who distributed your terminal for quick and relevant answers.