Quotes CRM

CRM Integrations

To better explain the updates in CRM Integrations, we will switch to Salesforce and will start at the opportunity page.

What was newly built here is the visual CRM field mapping because there was an understanding that most of the integrations involve certain field mapping between the CRM system and Pricefx. Previously this had to be done mainly using interceptors, which required writing interceptor code and experience in JavaScript.

With the release of Paper Plane an easier option that could be accessible for even less experienced people was added, moving field mapping to the front end.

It is a good idea to do the mapping inside the CRM as it displays the payload and also allows the user to receive the list of fields from the CRM so the mapping is much easier.

We will open the Opportunity and open our application inside where you can see the quotes. Now you can go to the Configuration section where a completely new section called CRM Integration that consists of all tabs related to the CRM integration has been created.

Another aspect that is of interest is the information you can access if you are working on an integration with a CRM system like: the version, login, name but also like the relay state and the CRM configuration.

Also if there is some active interceptor and in this example I can see that there is some some interceptor active you can see it here.

You can create new interceptors by simply selecting from the drop down menu under Set interceptor.

Now we have created a new interceptor. We will leave it empty without code because as we do not want anything to interfere with the visual mapping. Visual mapping can work together with interceptors, but interceptors have always priority over it, so that's why we don't want to have any active interceptor and this is a nice way to do it: setting an active interceptor but with no method and no code assigned to it.