CRMSync in “Screenlink” or GUI Mode is available for Salesforce or any web based system. It requires no approval from your manufacturer, but does not prevent duplicate entry. Rather, it links a manufacturer’s system screen to Repfabric with one button push for creating new and updating existing opportunities in the screens. It’s benefits include the elimination of searches to find the right screens in the manufacturer’s system.

Usage

Let’s first start with how you would use Repfabric in combination with your manufacturer’s system. In this case we will use Salesforce GUI Mode. Below we will discuss how to configure it.

Steps for opportunity creation:

  1. Create the opportunity in Repfabric
  2. Push the New button on the CRMSync tab, which takes you to the Manufacturer’s system. (Initially you will need to login to their system, but once a login session is established, subsequent links will automatically go to the screen without the login.)
  3. Create the new opportunity in the manufacturer system, and save it.
  4. Copy the URL in the manufacturer system from the browser top ribbon, and paste that URL into the URL tab of Repfabric for that opportunity.
This image shows creation of an opportunity in Repfabric, with the link to new opportunity creation in Salesforce, and subsequent saving and copy pasting the Salesforce URL into Repfabric.

Steps for opportunity updates:

  1. Update the opportunity in Repfabric
  2. Go to the CRMSync tab, and click the “Link” button. This action will open a new browser window and take you to the exact page within the manufacturer system previously stored during the creation step above.
  3. Make the same changes in the manufacturer system.
This image shows how to update a Repfabric Opportunity, jump to the corresponding opportunity in the manufacturer’s system, and subsequently enter the same update in the manufacturer system.

Configuration

Configuration should take about 3 minutes.

  1. Open your manufacturer system and navigate to the new opportunity creation screen (Salesforce shown in this example).
  2. Save the New Opportunity URL in the browser ribbon to your clipboard using <CTRL+C> copy function.
  3. From Repfabric, navigate to Settings > CRMSync
  4. From the CRMSync menu, select either Salesforce.com or Web-based system. Left-click the “New” button, and choose which manufacturer you would like to configure in GUI Mode. (In this example we choose Salesforce.com and the manufacturer “Mersen”.
  5. Using the radio buttons on the left, select “GUI” mode. In the “New Opportunity” input field, <CTRL+V> to paste in your saved URL link to the new opportunity screen in the manufacturer system.
Demonstrates where to put the new opportunity URL in Repfabric

That’s it! You are ready to use as described above.

Note: For Salesforce users with Lightning interfaces, you may need to ask your SFDC administrator for the link to new opportunity creation.

Note: For web-based system, fixed urls are required. A fixed URL link to an opportunity means that the same url is shown whenever you access it. It is static and never changes. Most web-based system function this way with exception of Microsoft Dynamics.

Want to learn of other CRMSync options? Please see these links as well:

CRMSync Overview

CRMSync OAuth2 Mode (Database to Database)

Using Sync History to update Manufacturer Systems with Repfabric Changes