示意预览Build-to-order Odoo module to migrate and two-way sync Salesforce leads,
accounts and opportunities with Odoo CRM.
什么是 Salesforce CRM Connector for Odoo？
Build-to-order Odoo module to migrate and two-way sync Salesforce leads, accounts and opportunities with Odoo CRM. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Odoo 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线，并包含两周上线支持。我们交付的代码中的缺陷免费修复。
技术规格
- Odoo 兼容性
- Odoo 17, Odoo 18, Odoo 19
- 版本
- 企业版和社区版
- 许可证
- 许可证需要确认
- Python 要求
- Python 3.10+
- 数据库
- PostgreSQL 12+
关于此产品
Moving off Salesforce and onto Odoo shouldn't mean losing years of pipeline history or re-keying thousands of accounts by hand. The Salesforce CRM Connector is a build-to-order Odoo module that ECOSIRE designs, builds, installs and supports specifically for your Salesforce org and your Odoo database. It handles both the one-time migration and the ongoing synchronization of leads, accounts and opportunities so your team can transition on a schedule you control.
This is not an off-the-shelf apps.odoo.com download. After purchase, our Odoo engineers scope your Salesforce object model and picklists, build a tailored connector, and deploy it to your Odoo 17, 18 or 19 instance (Community or Enterprise). Typical delivery is one working week depending on the number of custom objects, the volume of records, and how far your Salesforce configuration has drifted from standard.
Under the hood the module authenticates to Salesforce via the OAuth 2.0 REST API and uses the Bulk API 2.0 for high-volume backfills. Records are mapped into Odoo's native crm.lead and res.partner models, with configurable field and picklist mapping so your Salesforce stage names, lead sources and owner assignments land correctly in Odoo's pipeline stages, tags and salesperson fields. Computed fields use @api.depends where derived values are needed, access is locked down with ir.model.access.csv plus record rules for multi-team isolation, and every configuration screen is delivered as a proper Odoo view. A scheduled automated action (ir.cron) drives the ongoing delta sync, and a dedicated log model gives your admins a per-run audit trail of what synced, what was skipped, and what errored — so nothing disappears silently.
Whether you want a clean cut-over or a period of dual-running while teams migrate, ECOSIRE builds the connector around that plan, hands over the source and documentation, and stays on for a support window after go-live.
你得到什么
- The complete, installable Odoo module (source code) tailored to your Salesforce org, with a documented __manifest__.py declaring dependencies and version
- A configured field, picklist, owner and team mapping set matching your actual Salesforce schema — not a generic default
- The one-time historical migration executed against your Salesforce org into a staging or production Odoo database, with a reconciliation report
- The scheduled sync (ir.cron) configured and tuned to your record volume and API rate limits
- Connection setup for your Salesforce Connected App (OAuth) documented, with credentials stored securely in Odoo system parameters
- Written configuration and admin documentation covering how mappings, the scheduler and the sync logs work
- A live training/handover session for your Odoo admins on running syncs, reading logs and adjusting mappings
- A post-go-live support window for bug fixes and configuration adjustments, plus compatibility maintenance across Odoo point releases
这是给谁的
CRM / RevOps Manager migrating off Salesforce
Owns the pipeline and needs every lead, account and open opportunity to land in Odoo with the right stage, owner and history — with zero data loss and a report they can sign off on.
IT Director / Odoo Administrator
Responsible for the Odoo instance and integrations. Wants a properly built module with access control, scheduled jobs and audit logs — not a fragile script — and a support contact when Salesforce changes an API.
Enterprise finance/operations lead consolidating tools
Driving the move from expensive Salesforce seats to Odoo to cut licensing cost and unify CRM with ERP, and needs the transition to run alongside daily sales operations without disruption.
Sales Operations analyst running a dual-run cut-over
Manages the transition period where some reps still work in Salesforce while others move to Odoo, and needs reliable two-way sync plus per-run logs to keep both systems trustworthy until final cut-over.
Salesforce CRM Connector for Odoo 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Odoo 原生 |
|---|---|---|---|---|
| Salesforce leads, accounts & opportunities mapped to native Odoo CRM models | Fully built and configured to your schema | Possible but you build every mapping yourself | Generic mapping, rarely fits custom fields | 不包括在内 |
| Handles high-volume historical migration (Bulk API) | Included, batched via Bulk API 2.0 | You must implement batching & limits | 部分支持 | 不包括在内 |
| Field & picklist mapping to your exact Salesforce config | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Scheduled ongoing delta sync (ir.cron) + per-run logs | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| Optional two-way sync for dual-running cut-over | 包含 | 部分支持 | 不包括在内 | 不包括在内 |
| Built, installed and supported for you (2-4 wk lead time) | 包含 | You staff and maintain it | Self-install, community support only | 不包括在内 |
| Security via ir.model.access.csv + record rules | 包含 | 部分支持 | 部分支持 | 部分支持 |
| Works on Odoo 17, 18 & 19, Community and Enterprise | 包含 | 部分支持 | 部分支持 | 部分支持 |
关于Salesforce CRM Connector的常见问题
How long does delivery take, and what happens after I purchase?
This is a build-to-order module, not an instant download. Typical delivery is one working week. After purchase, an ECOSIRE Odoo engineer schedules a scoping call to review your Salesforce object model, custom fields and picklists, and your Odoo version and edition. We then build the connector, run a test migration against a staging database, review the results with you, and deploy to production. Lead time scales with the number of custom objects, record volume, and how heavily your Salesforce org is customized.
What ongoing support and updates are included?
Every build includes a post-go-live support window for bug fixes and configuration tweaks (for example adjusting a mapping or the sync schedule), plus a live handover/training session for your admins. Because Salesforce and Odoo both evolve, we also cover compatibility maintenance so the connector keeps working across Odoo point releases within your version. Extended support and multi-version upgrade coverage (e.g. moving from Odoo 17 to 18 or 19 later) can be arranged as an add-on.
Does it work with my Odoo version and edition?
Yes. The connector is built for Odoo 17, 18 and 19, on both Community and Enterprise editions. It integrates with Odoo's native CRM models (crm.lead, res.partner, crm.team) so it works whether or not you run additional paid apps. We confirm your exact version during scoping and target that release.
Is this a one-time migration or a continuous sync?
It can be either or both. Most enterprises want a one-time historical migration (using the Salesforce Bulk API for large volumes) plus an ongoing scheduled delta sync during a dual-running transition period. The ongoing sync runs on an Odoo ir.cron automated action and pulls only records changed since the last run. Optional two-way sync lets updates made in Odoo flow back to Salesforce until you fully cut over.
How does it avoid duplicate or lost records on repeated syncs?
Each synced Odoo record stores its originating Salesforce Id. The connector upserts on that key, so re-running a sync updates the existing record rather than creating a duplicate. Records that can't be mapped are skipped and written to a per-run sync log — with counts and error detail visible in a dedicated Odoo backend view — so nothing disappears silently and your admins can review and re-process exceptions.
What Salesforce access and setup do you need from us?
You'll need to create (or let us guide you through creating) a Salesforce Connected App to enable OAuth 2.0 API access, and confirm your edition includes API access. We authenticate with OAuth rather than storing raw credentials, and the module keeps secrets in Odoo system parameters. We document the whole Connected App setup as part of delivery so your team retains control of the connection.
相关模块
Salesforce CRM Connector
Build-to-order Odoo module to migrate and two-way sync Salesforce leads, accounts and opportunities with Odoo CRM.
- OAuth 2.0 authentication to your Salesforce org via the REST API, with token refresh handled inside the module (no passwords stored in plain text)
- High-volume one-time migration using the Salesforce Bulk API 2.0, batching hundreds of thousands of records without hammering API limits
- Object mapping from Salesforce Lead, Account, Contact and Opportunity into Odoo's native crm.lead and res.partner models
- Configurable field mapping UI so any standard or custom Salesforce field maps to the matching Odoo field (including custom fields you already have)