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**Written by Dorian Sabitov and Antonina Kharchenko
Once authentication and connectivity are stable, the next class of issues in a QuickBooks sync with Salesforce typically centers around customer identity.
This is where many integrations start to cause visible, business-level breakage: duplicate customers, invoices that won’t sync, ...
Understanding how Roles, Profiles, and Sharing Rules interact is crucial when controlling access to records in Salesforce. Each serves a different purpose, but they help ensure the right users see the correct data. Let’s explore the differences by walking through a simple scenario.
Scenario: Managing Record Access for Sales TeamsYour organization has two teams: ...