Feature Overview
The Products Integration setup enables administrators to configure how product data from your CRM is integrated into TruSales for filtering and analysis. This feature allows organizations to choose between using the CRM's standard Products table or defining custom product fields through related objects, ensuring accurate product categorization and family grouping for sales performance analysis.
How It Works
The interface provides two main configuration options:
- Standard Products Table: A toggle switch allows administrators to choose whether to use the CRM's standard Products table for product data integration. When enabled, TruSales will sync and use the standard product structure from your CRM system.
- Custom Product Fields: Administrators can add custom product fields by selecting paths through related CRM objects using an interactive search interface. This allows mapping complex product relationships and hierarchies that may not be captured in the standard Products table. Each custom field can be configured with specific paths to access product data from opportunities, accounts, or other related objects.
The system displays a table of configured custom product fields showing the field path, data type, and accessibility status. Administrators can add new fields, remove existing ones, and update the configuration to apply changes across the system
Use Cases
- For Admins: Configure product integration to match organizational product hierarchies and categorization schemes, and map complex product relationships from CRM to enable consistent product analysis and advanced performance reporting across sales reports and dashboards.
- For Sales Managers: Access accurate product filtering and grouping that reflects how products are actually structured and sold within the organization.
See it in Action
Requirements
- TruSales Admin, Super Admin, or Organization Admin role permissions for Setup module access
- Active CRM instance integration properly configured and synced
- Understanding of CRM data structure and product relationships
- Knowledge of organizational product categorization needs
Highlights
- Supports companies with customized CRM configurations where products aren't in standard tables
- Eliminates manual product data entry by connecting existing CRM fields to TruSales
- Prevents product reporting gaps when CRM product fields are scattered across objects
Need Help?
Contact your Customer Success Manager for assistance with complex CRM product integration configurations, or TruSales Support if you experience any technical issues with this page.