Creating a Zentitle Customer in SalesForce

Here we will see how to create an Account in SalesForce and how to sync this with Zentitle2, upon which it will become a new Zentitle2 Customer.

Login to SalesForce. On the Sales dashboard click the Accounts dropdown and select New Account.

This will take you to the New Account page where you can fill in the details of your new account. Only the Account Name is compulsory: you can fill in as many of the other fields as you wish. Click Save when you are done.

The SalesForce page for your new account will now open and near the top of the page you will see a Create Account in Zentitle button.

Click this button and confirm the action by clicking the Create Account in Zentitle in the subsequent dialog.

After a few moments, if the customer creation has been successful, you should see a popup confirming the Zentitle2 customer creation informing you of its Zentitle2 customerID.

You can verify the creation of your new Zentitle2 customer by logging into Zentitle2 and navigating to the Customers page, where you should see it listed:

Clicking on this record will take you to the details for this customer.

A Customer created in Zentitle2 this way will have its Account Reference ID populated. This is actually the unique Account ID of the corresponding Account in SalesForce, analogous to the unique Customer ID of this Customer in Zentitle2. Both platforms having both IDs enables seamless and unambiguous synchronisation between the two systems.