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About SalesForce
UltraCart is pleased to offer two-way integration with the industry leading Sales CRM of Salesforce.com. This allows you to incorporate UltraCart's advanced ecommerce platform into your existing Salesforce.com CRM workflows and processes, as well as communicate events from Salesforce.com to UltraCart. This was made possible through the custom development available in both Salesforce and UltraCart. By partnering these two platforms, the amount of flexibility that your organization will have is almost limitless!
Before you begin the process of integrating your SalesForce.com account with your UltraCart account, you will need the following:
- An active UltraCart account
- Salesforce.com Enterprise or Unlimited Account (developer accounts will work for testing, but are not supported by Salesforce.com for production use)
- The user name, password, and security token for the Salesforce.com user that UltraCart will use to connect to your Salesforce.com instance.
Documentation / Integration Information
Review the Salesforce integration documentation here.
Since SalesForce and UltraCart are both robust and flexible, there are many opportunities to increase the functionality of your sales system. Many merchants are using the platform successfully, and since we add new features in real-time, you will not have to wait for the most recent updates to your system.
Integration Features
- Convert leads to accounts/contacts
- Create opportunities for orders
- Update opportunities when orders ship with tracking
- Update opportunities when refunds occur
- Sync products to Salesforce
- Map information from UltraCart orders to Salesforce objects including custom objects
Managing your business
Manage the full life-cycle of your business using our robust departments
One of UltraCart's most powerful features is its robust back office systems. With Departments for Auto Orders, Shipping, Fraud Review, and much more.
Customer Profiles allow your customers to store their information, view past orders, write item reviews, and more.
The UltraCart platform features a variety of robust reports to help you manage your e-commerce business. From complete Sales reports to Item and Customer reports.
Affiliate marketing is one of the most powerful and least expensive ways to promote your brand. With the affiliate doing their own marketing, you'll likely see an increase in sales, as well as awareness of your brand.
Download sales information into QuickBooks automatically with our free UltraBooks software. UltraBooks allows UltraCart merchants to import data directly to QuickBooks™ software.
Having someone else ship your products can be one of the best decisions that you will ever make. It will allow your company to focus on other areas such as product development and marketing.
Advanced Integrations
UltraCart has hundreds of advanced features available, but even we can't predict every need. If you require additional functionality not integrated directly into the UltraCart E-Commerce Platform, you can use our available advanced integration interfaces to offer complex and robust services to your website visitors.
Activation Codes
Selling software that requires a custom registration code? Or need to provide a user name & password in real time? Check out our Activation API to see how you can utlize UltraCart in these scenarios. More about Activation Codes
Webhooks
Webhooks are asynchronous outbound notifications of events to an external server. The Webhook resource allows for programmatic configuration of Webhooks on an UltraCart account.More about webhooks
Electronic Data Interchange (EDI)
An inter-company, application-to-application communication of data in standard format for business transactions, Electronic Data Interchange (EDI) is a set of standards for structuring information that is to be electronically exchanged between and within businesses, organizations, government entities and other groups. The standards describe structures that emulate documents, for example purchase orders to automate purchasing. The term EDI is also used to refer to the implementation and operation of systems and processes for creating, transmitting, and receiving EDI documents. More about EDI
Application Programming Interface (API)
UltraCart provides advanced merchants sophisticated and robust REST-style API for manipulating an UltraCart account. Common uses for the APIs include integration with a custom legacy applications, real-time inventory and product management, bulk import and export of customer data, ad more.
Currently implemented are API functions for systems such as Item Management, Catalog Management, Inventory, and Order Processing. If you require an API that is not currently implemented, please contact our Professional Services department for a development estimate. More about the UltraCart API