FAQs - ProntoeCatalogue
- Posimente
Q. Where do I find the ProntoeCatalogue Settings tab?
A. The ProntoeCatalogue settings tab is actually called 'General Settings' and can only be found in the Lightning App. If you are using Salesforce Classic, you will not see it.
Q. Is the ProntoeCatalogue sync instantaneous?
A. The ProntoeCatalogue sync of information from the Online Store happens every 10 minutes. You can also manually trigger the sync from the Settings tab.
Q. The Order and Customer have synced to Salesforce as Opportunity and Contact, but the Opportunity does not show as linked to the contact. Why is that?
A. There are 2 contact fields, one from ProntoeCatalogue and another from the Salesforce NPSP, so you will need to go to the ProntoeCatalogue Settings tab and turn on "Sync Contact to NPSP Contact Field" - If you have Salesforce Non-Profit Success Pack (NPSP) ticking this box will sync the customer to the NPSP Contact field on the Opportunity.
Q. Which Online Stores can be connected to Salesforce using ProntoeCatalogue?
A. Shopify and WooCommerce (the latter requires WordPress and the WooCommerce plugin).
Q. What happens when there are duplicate contacts in Salesforce and the client then purchases online?
A. If there is a duplicate email in Salesforce and no contacts have a Online Store ID, ProntoeCatalogue will create a new contact with the Online Store ID. It is then up to you to manage your duplicates using the easy Salesforce contact merge tool.
Q. What is the direction of the information/data sync between Salesforce and the Online Stores?
