Salesforce to Sage | Bronze | Silver | Gold |
| Create Sage "Quotation" from SFDC Opportunity |
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| Create Sage "Order" from SFDC Opportunity |
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| Create Sage "Invoice" from SFDC Opportunity |
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| Create Sage Service or Product transactions |
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| Create Sage "Account Name" from SFDC Account |
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| Create Sage "Account Address" (Sage Customers) from SFDC Billing Address (Account Object) |
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| Create Sage "Delivery Address" (Sage Customers) from SFDC Shipping Address (Account Object) |
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| Create Sage "Stock Code" (Sage Products) from SFDC Product ID / Ref (Products Object) |
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| Create Sage "Product Description" (Sage Products) from SFDC Product Name (Product Object) |
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| Create Sage "Sales Price" (Sage Products) from SFDC List or Unit Price (Products Object) |
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| Generate Invoices in Sage from Scheduled Revenues in SFDC |
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| Automatically schedule synchronisation for full automation |
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| Automatic email notifications to users of synchronisations |
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Sage to Salesforce | Bronze | Silver | Gold |
| Last Invoice number generated in Sage |
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| Last Schedule date downloaded to Sage for invoicing |
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| Update Opportunity Stage in SFDC with "Invoicing Complete" |
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| Sage "Account Reference" onto SFDC Opportunity record |
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| Automatic email notifications to users of synchronisations |
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| Agreed "Credit Limit" fields from Sage into SFDC Account |
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| Current "Credit Balance" from Sage into SFDC Account |
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| Agreed "Payment Terms" from Sage into SFDC Account |
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| Account "Status" from Sage into SFDC Account |
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| "In Stock" quantities from Sage to SFDC Products |
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| "Free Stock" quantities from Sage to SFDC Products |
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| "Allocated Stock" quantities from Sage to SFDC Products |
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| "On Order" & "Re-Order" Levels from Sage to SFDC Products |
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| Up to 5 additional SFDC standard or custom fields mapped to Sage |
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| Up to 5 additional Sage fields mapped to SFDC |
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