Customer-Salesforce Account Relationship
For organizations using Nue with Salesforce integration, it's important to understand how Customers in Nue relate to Accounts in Salesforce:
Data Source: When your Nue instance is connected to Salesforce, Customer records have Salesforce as their data source, meaning the authoritative data resides in Salesforce.
Selective Synchronization: Customer records created through the Self-Service API don't immediately sync to Salesforce. Instead, synchronization only occurs when the first order is activated for that customer. This approach:
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Prevents your Salesforce org from being flooded with potential customers who haven't yet committed to a purchase
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Creates a clear boundary between prospects and actual customers
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Optimizes your Salesforce data for meaningful sales operations