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?

We have done many Salesforce Projects.

Do you need help defining the requirements of the integration?

Do you need help defining of the requirements of the integration?

Administrative Section

Who is the Salesforce administrator in your company?

Salesforce Administrator Name

Salesforce Administrator Phone

Salesforce Administrator Email *

Salesforce 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 Multi-Cloud transactions because any changes (creation, updating and so on) in Salesforce and/or in Multi-Cloud 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 is the Contracts administrator in your company?

Contracts Administrator Name

Contracts Administrator Phone

Contracts Administrator Email *

Contracts Administrator 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 have access to the InterWeave Support web site?

Name

Phone

Email *

Company

Financial Applications Integrated

Do you have a Financial Application that you are looking to integrate with?

Please specify Year and Edition.

Do you have a Financial Application that you are looking to integrate with?

US 20.0
US 21.0
US 22.0
US 23.0
US 24.0
US QB Online
CAN 20.0
CAN 21.0
CAN 22.0
CAN 23.0
CAN 24.0
CAN QB Online
Sage Intacct or 100Cloud
Sage Other
Other; please specify:
MS Dynamics 365
MS Dynamics Other
Other; please specify:
No

Please specify:

Does the computer/server have a Static IP Address?

Financial Application location?

In-house Server
Hosted on an Online Server

How can we access this computer/server?

Remote access to the Multi-Cloud server via a Windows admin user (public IP address, admin's username, and password) using Remote Desktop Connection (RDC).
Port 4500 forwarded/opened on Multi-Cloud server for TCP communication (both directions)
Multi-Cloud company file name and location
Multi-Cloud admin user password to connect to QB file (QB in a single user mode required for 30 minutes - nobody can use QB during this setup time).

Note 1: Open Remote Desktop Connection (RDC) access for IPs: 67.192.84.146 | 99.224.174.9 | 198.2.76.185 Note 2: Open Port 4500 for IP address: TBD

Where is your Multi-Cloud data file stored?

On a server/file server on your network
On a server/file server – ISP hosted

Other Applications Integrated

Please list other applications you are looking to integrate with.

Please list any shopping cart, shopping or other third-party systems that Multi-Cloud is integrated with.

Creatio Configuration

How long have you been using Salesforce?

How many months and years specifically?

Years

Months

What edition of Salesforce do you use?

Growth
Enterprise
Unlimited
Other:

Please specify:

Salesforce Custom Fields Setup

To set up your Salesforce custom fields and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.

Please Type out

User ID:

Password:

Customer/Account Data

How many customers and jobs do you have in Multi-Cloud, in total?

(In Multi-Cloud, open the window that displays this information.)

Total Accounts

Total Customers

Total Names

Do you use Parent and Child Accounts in Salesforce?

If yes, do you want to mimic this hierarchy in Multi-Cloud?

Do you use Parent and Child Accounts in Salesforce?

Yes
No
Comments

Enter Comments:

How may accounts do you have in Salesforce?

Are your account names in Salesforce unique?

Item/Product Data for Financial Application integration

If you have the same product in Salesforce and Item in Multi-Cloud, how do you prefer to match?

SF Product Name – FIN APP Item Name? SF Product Code – FIN APP Item Code (custom field)?

If you have the same product in Salesforce and Item in Multi-Cloud, how do you prefer to match? SF Product Name – FIN APP Item Name? SF Product Code – FIN APP Item Code (custom field)?

Yes
No
Comments

Enter Comments:

InterWeave AR/AP Track Selection

We pre-configure InterWeave Models to support base Accounts Receivable and Accounts Payable functionality in your Creatio. Please Review and select which Track you would like us to pre-configure for you.

Track -1

Track -1

· Account and Invoice created in CRE
· Opportunity Closed with triggers:
o Customer Created in FIN APP
o Invoice Created in FIN APP
· Payment received in FIN APP and sent to CRE (applied to Invoice)
· Refund created in FIN APP and sent to CRE (applied to Invoice)

Track-2

Track - 2

· Account and Invoice created in CRE
· Invoice Closed with triggers:
o Customer Created in FIN APP
o SO Created in FIN APP
· Invoice set to Invoiced stage which triggers SO converted to Invoice in FIN APP.
· Payment received in FIN APP and sent to CRE (applied to Opportunity)
· Refund created in FIN APP and sent to CRE (applied to Opportunity)

Track-3

Track - 3

· Account and Invoice created in CRE
· Invoice Closed which triggers:
o Customer Created in FIN APP
o SO Created in FIN APP
· SO is converted to Invoice in FIN APP and corresponding Invoice updated in CRE
· Payment received in FIN APP and sent to CRE (applied to Opportunity)
· Refund created in FIN APP and sent to CRE (applied to Opportunity)

Track-4

Track - 4

· Account and Invoice created in CRE
· Invoice Closed which triggers:
o Customer Created in FIN APP
o SO Created in FIN APP.
· SO is converted to one or multiple Invoices in FIN APP and corresponding Quotes (can be renamed to Invoices) are created in FIN APP linked to proper Invoice
· Payment received in FIN APP and sent to CRE (applied to Quote)
· Refund created in FIN APP and sent to CRE (applied to Quote)

Track-5

Track - 5

- None of the above. Please enter your Custom Process below

Based on my selections above, I have included the following copies in pdf form and screen shots of the Template (example below).

Invoice
Sales Order
Sales Receipt
Estimate
Purchase Order

Which FIN APP 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?

FIN APP
Salesforce We would like it to be for simplicity’s sake.

Transaction /Opportunity Data

Do you work in a single currency?

Do you work in a single currency? If you have more than one currency, what currencies do you use in FIN APP and/or Creatio?

Do you work in a single currency?

Yes
No
Comment:

Enter Comments:

Initial Setup

Do you need an initial data Bulk Load into Creatio or FIN APP?

Current year Data Load is included in the annual subscription.

Do you need an initial data Bulk Load into Salesforce or FIN APP? · Current year Data Load is included in the annual subscription.

If data is already resident, do you need an initial data binding between CRE and FIN APP?

Data Bulk Load Request

Please specify the following:

Accounts/Customers

What type of data history you want to load (FIN APP Object Name – CRE Object Name). Object Name(s):

Which direction you want to load (FIN APP to CRE or CRE to FIN APP) Load Direction: *

FIN APP to CRE
CRE to FIN APP

History for what period of date/time you want to load. Date/Time Period: *

Please specify the following:

Opportunities or Quotes/Invoices

What type of data history you want to load (FIN APP Object Name – CRE Object Name). Object Name(s):

Which direction you want to load (FIN APP to CRE or CRE to FIN APP) Load Direction: *

FIN APP to CRE
CRE to FIN APP

History for what period of date/time you want to load. Date/Time Period: *

Please specify the following:

Products/Items

What type of data history you want to load (FIN APP Object Name – CRE Object Name) Object Name(s):

Which direction you want to load (FIN APP to CRE or CRE to FIN APP) Load Direction: *

FIN APP to CRE
CRE to FIN APP

History for what period of date/time you want to load. Date/Time Period: *

QB Customers to CRE Accounts Binding Request

Have your Salesforce Account Records in your CRE been bound to your Customer Records in your FIN APP?

Have you matched your Salesforce Account Name in your CRE to your Customer Name in your FIN APP

Is the Account Name in your CRE to your Customer Name in your FIN APP an exact match?

Salesforce Multi-Cloud Pre-Sales Configuration Inquiry

Thank you for subscribing to InterWeave from Integration Technologies, Inc. The following information will help us help you implement and use your InterWeave Solution to your company’s best advantage. We look forward to working with you.

Expectations

What is your company’s name?

Who is responsible for these results?

Do you need assistance?

Do you need assistance in the optimization or deployment of Salesforce?

Do you need help defining the requirements of the integration?

Administrative Section

Who is the Salesforce administrator in your company?

Who will be the InterWeave administrator in your company?

Who will be the InterWeave integration user (a Salesforce user with admin capability) in your company?

Who is the Contracts administrator in your company?

Who should receive InterWeave Support Bulletin emails?

Who provides IT Support for your company?

Who should have access to the InterWeave Support web site?

Financial Applications Integrated

Do you have a Financial Application that you are looking to integrate with?

Does the computer/server have a Static IP Address?

Financial Application location?

How can we access this computer/server?

Where is your Multi-Cloud data file stored?

Other Applications Integrated

Please list other applications you are looking to integrate with.

Please list any shopping cart, shopping or other third-party systems that Multi-Cloud is integrated with.

Creatio Configuration

How long have you been using Salesforce?

Salesforce Custom Fields Setup

To set up your Salesforce custom fields and finalize the layouts for you, please provide us a Salesforce user ID and password with Setup (admin) access to your Salesforce account.

Customer/Account Data

How many customers and jobs do you have in Multi-Cloud, in total?

Do you use Parent and Child Accounts in Salesforce?

Item/Product Data for Financial Application integration

If you have the same product in Salesforce and Item in Multi-Cloud, how do you prefer to match?

InterWeave AR/AP Track Selection

Transaction /Opportunity Data

Do you work in a single currency?

Initial Setup

Do you need an initial data Bulk Load into Creatio or FIN APP?

Data Bulk Load Request

Please specify the following:

Please specify the following:

Please specify the following:

QB Customers to CRE Accounts Binding Request

Have your Salesforce Account Records in your CRE been bound to your Customer Records in your FIN APP?

Have you matched your Salesforce Account Name in your CRE to your Customer Name in your FIN APP

Is the Account Name in your CRE to your Customer Name in your FIN APP an exact match?

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Thank you for subscribing to InterWeave from Integration Technologies, Inc.

The following information will help us help you implement and use your InterWeave Solution to your company’s best advantage. We look forward to working with you.