Cloud Kicks customers can update their contact details from the e-commerce site. Linda wonders how information is synchronized between Frisbii Pay and Frisbii. We'll answer this question in this article.
Account/Contact synchronization rules
Account/Contact updates can only be made from Frisbii Pay to Frisbii.
Cloud Kicks customers update their contact information (first and last name, shipping address, etc.). from the e-commerce site. This information is updated on Frisbii Pay. At this point, Frisbii automatically updates the information, thanks to the "handle" (unique ID) of the Account/Contact shared by Frisbii Pay and Frisbii.
Example:
The address of Customer Frisbii Pay "Alex DUBOIS" has been updated. It carries the handle "cust-0030".
Instantly, in Frisbii, the Account and Contact have been updated with the new address:
Important information:
The synchronization is only from Frisbii Pay to Frisbii, and not following a modification from Frisbii to Frisbii Pay.
Synchronization only concerns Accounts and Contacts, not Invoices. An Acknowledged invoice is paid and cannot be modified or updated by Frisbii Pay.
Reminder: a Frisbii Account cannot be deleted if at least one associated invoice has been issued, given the master-detail relationship between Account and Invoice.
Duplicate management
What happens if the Account/Contact already exists in the Salesforce database?
Having your own customer portfolio in Salesforce is essential, which is why, since Winter'25, for every online order paid via the Frisbii Pay connector, the invoice is automatically associated with the existing Account in your Salesforce database.
The benefits:
Zero duplication: no unnecessary new accounts created
Always up-to-date customer database: keep your customer portfolio clean and enriched
In order to identify and attach the Acknowledged Invoice to the appropriate Account, Frisbii relies on very specific fields, which we will discuss below:
Account/Contact
For the Account/Contact, here are the fields used:
Company SIRET must be identical: sofactoapp__SIRET__c, fields present on Account.
Please note that the SIRET is not a field in Frisbii Pay, so you need to use the metadata to send this information. Please refer to the article on Metadata.
Use case: Your customer SARL DUPONT is an existing Account in your Salesforce organization, with a SIRET entered in its Account. From your e-commerce site, SARL DUPONT fills in its SIRET to place an order. After payment via the Frisbii Pay connector, the SIRET passes through the metadata. Frisbii detects that the SIRET received is identical to the SIRET of the SARL DUPONT account in Salesforce. As a result, the new Acknowledged Invoice is attached to this existing Account. No new Account is created. Account information is updated (Address...).Contact email address must be identical: Contact email.
Case study: Ms LAFON from SARL DUPONT has placed a new order on your e-commerce site, using the e-mail address lafon@dupont.com. In your Salesforce organization, on the SARL DUPONT account, you only have Mr HUGUES, with the e-mail address hugues@dupont.com. After payment via the Frisbii Pay connector, the new Acknowledged Invoice is attached to this existing Account. No new Account is created. But a new Contact has been created in Ms LAFON's name, and her e-mail address is associated with it. If Mrs LAFON places a new order online, using her lafon@dupont.com e-mail address , Frisbii will detect the identical e-mail address and the Contact will not be recreated.
Person Account
For the Personal Account, here are the fields used:
The email must be identical: PersonEmail, fields present on Personal Account.
Use case: Your customer Mr MARTIN is an existing Person account in your Salesforce organization, with the e-mail address martin@gmail.com entered in PersonEmail on his Personal Account. From your e-commerce site, Mr MARTIN places a new order. After payment via the Frisbii Pay connector, Frisbii detects that the email received is identical to the PersonEmail in Salesforce. As a result, the new Acknowledged Bill is attached to the existing Personal Account. No new Person Account is created. Personal account information is updated (address, etc.).