Connect Salesforce to AFAS?
Exchange data between Salesforce and your HRM system with the Salesforce interface.
Salesforce interface
For example, do you use AFAS software as your Dutch HRM system and Salesforce as your customer relationship management (CRM) system? Do you spend a lot of time entering data into both systems? With our Salesforce interface, this is a thing of the past.
The interface automatically synchronizes the data between the two systems the way you want. So you always have insight and control.
Feel free to ask Salure’s experts for advice.
Interested in the Salesforce interface with AFAS or another system?
If so, please contact us. We can also link Salesforce with other systems. We would be happy to go over the possibilities with you.
What is Salesforce?
Salesforce is a cloud-based platform that provides organizations with an overview of their (potential) customer base. It is a customer relationship management (CRM) platform that enables the integration and improvement of different departments within an organization, such as: marketing, sales and support.
What does the Salesforce connector do?
The Salesforce connector with AFAS, for example, automates the transfer of data between AFAS and Salesforce in a secure manner. Our software platform SalureConnect merges this data and processes it into one overview. The advantage of this is that you enter and manage the same data in one place. This reduces the risk of errors. Moreover, you spend less time keeping track of the various systems.
What are the benefits of the Salesforce interface?
1 Dashboards & Reports:
AFAS offers all kinds of standard dashboards within the system. But when you link Salesforce and AFAS, information from both systems becomes visible in the dashboards. In this way, the two different HRM and payroll software come together in one place.
Within Salesforce or AFAS you have direct access to these dashboards via deep links. You also have access to all kinds of standard ad hoc reports, within the topics that are relevant to you. The system delivers the desired output at any time.
From SalureConnect you can quickly export dashboards to Excel. You can also have them emailed to you automatically. The dashboards are clickable in multiple layers. This allows you to analyze data at multiple levels. SalureConnect is 100% modular. You, the user, choose which information is visible on the dashboard. This way, SalureConnect fits every information need.
2 Fewer errors:
With the Salesforce connector, the chance of making a mistake is greatly reduced. The interface allows you to enter and monitor everything in one system. This prevents a disparity in data between the various systems.
3 Information flow:
When working with multiple types of software, data is exchanged through an interface. With systems such as Salesforce and other HRM, CRM or ERP systems, a complex setup is required so that the data synchronizes correctly. The interface compares the complete data from AFAS and Salesforce on a daily basis so that data is exchanged flawlessly. This ensures a safe and complete analysis of your business data. You manage and enter the data in one place, so you spend less time maintaining the information in the various systems.
4 No duplicate entry:
The Salesforce link gives you hours that you can spend on Human Resource Management, for example. Due to the fact that you only have to enter, track and check data in one system.
SalureConnect
Together with you, Salure’s consultants map out the current business processes. Salure has developed a link that retrieves data from AFAS and passes it on to Salesforce. SalureConnect provides you with dashboards that display HR information in a clear manner.
Stay in control
Easily manage the link between AFAS and Salesforce yourself on our SalureConnect platform. With the task scheduler you have 100% control over the tasks that the link performs:
- Progress tracking: See for each task what it does, when it is running and the last result.
- Logs: You have very detailed insight into which data has been transferred, which parts have failed and how long everything has lasted.
- Monitoring dashboards: See at a glance how often tasks have been carried out successfully, with errors, or have failed completely.
What is AFAS?
When should you use a Salesforce interface?
Building a link isn’t something you do every day. We do! But every organization is different and you want a well thought-out solution that fits your unique processes. So it’s important to have the reasons for your link in focus. Below are a number of situations in which a Salesforce connection would be useful:
The moment a lead is completed, a project is automatically created in both the financial system and the project system;
- When you create new employees in the HRM system, automatically get an account in the CRM system with appropriate access and permissions;
- When changes are made in the HRM system, immediate change in/of permissions in the CRM system;
- Retrieving data related to business relationships.
- Then you can easily make the comparison with different data such as expected revenues, realized revenues, complaints, flow, inflow and outflow, type of customers, data quality, etc.
Our approach
Together with our data specialist, you will create a setup for dashboards that clearly display company data. The dashboards from SalureConnect are applicable for daily use. This allows you as a manager to make data-driven decisions.
We connect Salesforce and AFAS to SalureConnect. This is how we extract data from the systems.
We transform the data into one format so you can compare it.
We visualize the large amounts of data in clear dashboards.
We make sure AFAS and Salesforce are synchronized in real time.
Salesforce is used by many organizations for sales- and CRM-related processes. AFAS is used for invoicing and therefore also needs CRM data. If the contact details in Salesforce are updated, there are new billing details, or the customer says goodbye, it is good if these come into the billing system. A link between the systems ensures that both systems contain the same data. That way, no wrong things are sent to customers and no billing is missed.
Frequently asked questions Salesforce interface
Connecting Salesforce with AFAS or another system?
Rely on Salure’s knowledge and experience.
Interested in connecting AFAS and Salesforce? Meet with a Salure consultant without obligation and get tailored advice.
