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Salesforce eCommerce Pre-Sales Configuration Inquiry
Thank you for subscribing to
Inter
Weave from Integration Technologies, Inc.
The following information will help us help you implement and use your
Inter
Weave Solution to your company’s best advantage. We look forward to working with you.
Please enable JavaScript in your browser to complete this form.
-
Step
1
of 4
Expectations
What is your company’s name?
Company Full Name
What is your definition of a Successful Project?
What has made this project a key initiative?
Who is responsible for these results?
Team Management Head or Project Manager
Contact:
Email
*
Name:
Phone
Do you need assistance?
Do you need assistance In the optimization or deployment of Salesforce?
Yes
No
Do you need help defining of the requirements of the integration?
Yes
No
Next
Administrative Section
Who is the Salesforce administrator in your company?
Salesforce Administrator Name
Salesforce Administrator Phone
Salesforce Administrator Email
*
Salesforce Administrator Company
Who is the eCommerce administrator in your company?
eCommerce Administrator Name
eCommerce Administrator Phone
eCommerce Administrator Email
*
eCommerce Administrator Company
Who will be the InterWeave administrator in your company?
InterWeave Administrator Name
InterWeave Administrator Phone
InterWeave Administrator Email
*
InterWeave Administrator Company
Who will be the InterWeave integration user (a Salesforce user with admin capability) in your company?
Important Note: For real-time, bi-directional integration, the Salesforce License that will be dedicated to the integration, will not be active in the daily Salesforce to eCommerce transactions because any changes (creation, updating and so on) in Salesforce and/or in eCommerce will not be moved over by Integration Solution (InterWeave) and will not be used in production flows due to the Repetition Protection feature of the Solution. If doing batch (evening processing) of transactions, this does not apply.
InterWeave integration User Name
InterWeave integration User Phone
InterWeave integration User Email
*
InterWeave integration User Company
Who should receive InterWeave Support Bulletin emails?
Name
Phone
Email
*
Company
Who provides IT Support for your company?
IT Support Name
IT Support Phone
IT Support Email
*
IT Support Company
Who should receive our Subscription Contract and Invoice for InterWeave?
Name
Phone
Email
*
Company
Who should have access to the InterWeave Support web site?
Name
Phone
Email
*
Company
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Next
eCommerce Configuration
Do you currently have connections to a Merchant Services Provider (MSP) running? If so, for how long?
How many months and years specifically?
Years
Months
Please list any shopping cart, shipping or other third-party systems that eCommerce are currently integrated with.
Please list any shopping cart, shipping or other third-party systems that eCommerce are currently integrated with.
Shopify
WIX eCommerce
SQUARESPACE
Square Online
BIGCOMMERCE
Volusion
Big Cartel
WOO COMMERCE
Network solutions
Web.com
SITE123
JIMDO
others:
Please specify:
What/Which Merchant Services Provider are you currently working with?
MSP 1
MSP 3
MSP 2
Going forward, are you targeting any of these MSPs or Transaction Types supported?
Going forward, are you targeting any of these MSPs or Transaction Types supported?
Stripe
First Data
Moneris
Authorize.net
PayPal
ACH Credit Transfers
Banccontact
Giropay
ACH Debits
EPS
IDEAL
SEP
Direct Debit
others:
Please specify:
Please list any shopping cart, shipping or other third-party systems that eCommerce are currently integrated with.
Please list any shopping cart, shipping or other third-party systems that eCommerce will be integrated with.
Next
Creatio Configuration
How long have you been using Salesforce?
How many months and years specifically?
Years
Months
What edition of Creatio do you use?
What edition of Salesforce do you use?
Team
Commerce
Enterprise
Other:
Please specify:
How many Creatio licenses do you have?
How many Salesforce licenses do you have?
Salesforce Custom Fields Setup
To set up your Salesforce custom fields to support eCommerce and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.
User ID:
Password:
Customer/Account Data
How many Customers and Jobs do you have in Salesforce, in total?
Total Accounts
Total Customers
Total Name
Do you use Parent and Child Accounts in Salesforce?
If yes, do you want to mimic this hierarchy in eCommerce?
Do you use Parent and Child Accounts in Salesforce?
Yes
No
Comments
Enter Comments:
Are your account names in Salesforce unique?
Are your account names in Salesforce unique?
Yes
No
Item/Product Data
If you have the same product in Salesforce and Item in eCommerce, how do you prefer to match? CRE Product Name – Accounting Item Name? CRE Product Code – Accounting Item Code (custom field)?
If you have the same product in Salesforce and Item in eCommerce, how do you prefer to match? CRE Product Name – Accounting Item Name? CRE Product Code – Accounting Item Code (custom field)?
Yes
No
Comments
Enter Comments:
Which eCommerce item types are you planning to integrate?
Which eCommerce item types are you planning to integrate?
Groups
Services
Inventory part/Stock part
Inventory assembly/Non-stock part
Other Charge
Subtotal (not synched to Creatio
Discount
Other:
Please specify:
When you create new products, which system is considered the Master of Record?
When you create new products, which system is considered the Master of Record?
eCommerce
Creatio We would like it to be for simplicity’s sake.
Transaction/Opportunity Data
Do you work in a single currency?
If you have more than one currency, what currencies do you use in eCommerce and/or Salesforce?
Do you work in a single currency? If you have more than one currency, what currencies do you use in eCommerce and/or Salesforce?
Yes
No
Comment
Enter Comments:
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