Overview
Pappsales is a mobile sales application designed for field sales representatives and service personnel to create and manage sales orders while on the road. It integrates directly with GoldFinch ERP on the Salesforce platform, allowing users to work both online and offline while maintaining real-time synchronization.
Key Benefits
- Feature-rich mobile sales order entry.
- Works in both online and offline mode.
- Built on the Salesforce platform.
- Real-time integration with GoldFinch ERP.
- No file imports or exports required.
- Familiar Salesforce security and data model.
Integration
Pappsales synchronizes master data from GoldFinch ERP to the mobile application and sends transactional data back to GoldFinch ERP in real time.
GoldFinch ERP → Pappsales
The following records are synchronized from GoldFinch ERP to Pappsales:
- Accounts
- Contacts
- Items
- Shipping Agents
- Payment Terms
Pappsales → GoldFinch ERP
The following transactions are synchronized back to GoldFinch ERP:
- Sales Orders
- Sales Order Lines
Optional Synchronization
Additional master data can also be synchronized when required, including:
- Sales Prices
- Item Categories
- Customer-specific pricing
- Additional custom objects
Installation Documentation
Refer to the following documentation for installation and configuration:
Product Brochure
For an overview of the application's capabilities, see:
Testing Environment
A local Android environment can be created to test the Pappsales mobile application without requiring a physical device.
Recommended Setup
- Install VirtualBox
- Install an Android-x86 virtual machine in VirtualBox
- Install the Pappsales mobile application.
- Connect the application to your Salesforce Sandbox or Demo environment.
- Validate synchronization with GoldFinch ERP.
This environment is useful for:
- Functional testing
- User training
- Integration validation
- Troubleshooting synchronization issues without using physical Android devices.
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