Salesforce

The Hyperline-Salesforce integration connects your Salesforce instance with Hyperline. With this integration, you can access a dedicated widget directly from Salesforce to create and manage Hyperline quotes, subscriptions, and customers without leaving your CRM. This feature embeds the full Hyperline interface inside Salesforce. In addition, the integration enables optional and automatic data synchronization between Hyperline entities (such as quotes, subscriptions, and invoice details) and Salesforce’s custom objects. You always have up-to-date information, and you can use this data for internal automations, workflows, and reporting within Salesforce.

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Prerequisites

You must have a valid Salesforce account and access to the settings of your Hyperline account. Use a Salesforce Developer Account to test the integration before going live. You can create a free Salesforce Developer instance and use the test mode of your Hyperline account during setup and testing.

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Permissions

Hyperline automatically sets up the required technical components in your Salesforce instance upon connection to enable notifications and real-time synchronization. For this reason, connect your Salesforce instance with a user that has the System Administrator profile. Otherwise, you must manually grant that user specific permissions.

Manually grant permissions to a non-System Administrator user

The user must have the following permissions:

• API Enabled: Allows the user to execute API calls.
• Author Apex: Allows the user to create and edit Apex classes and triggers.
• Customize Application or Modify All Data: Allows the user to create or edit remote site settings.

To update these permissions:

1. Click the Gear icon (top-right corner) and select Setup.
2. In the Quick Find box, type “Profiles” and select Profiles.
3. Click Edit next to the profile you want to update.
4. Enable the required permission checkboxes and click Save.

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Embedded Hyperline UIs in Salesforce

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Installation

Upon connecting your Salesforce instance to Hyperline, Hyperline automatically installs a Hyperline Salesforce package. This package includes a native Salesforce component that you can add to your page layouts. Your revenue teams can keep using Salesforce while accessing all Hyperline functionalities. To add the component to an Account or Opportunity page:

1. Open any Account or Opportunity page.
2. Click the menu in the top-right corner and select Edit Page.
3. Search for the Hyperline component and drag and drop it into the page layout.
4. Click Save. If this is your first time editing this layout, Salesforce prompts you to Activate the updated view.

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Component

Once installed, you can use this component on both Account and Opportunity pages. You can:

• Create Hyperline quotes.
• Create Hyperline subscriptions.
• Manage the related Hyperline customer.

Each action opens a dedicated Hyperline interface embedded directly within Salesforce. You get the full Hyperline experience without leaving your CRM.

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Settings

You can fine-tune the component’s behavior from Settings > Integrations > Salesforce.

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Root object

Controls which Salesforce object the component treats as the source of truth when displaying Hyperline billing data (quotes and subscriptions). Two modes are available:

• Account: All quotes and subscriptions of an account are displayed on both the account component and the components of its related opportunities. Select this option if your revenue team thinks about billing at the customer level and wants the full billing picture available from any opportunity tied to that customer.
• Opportunity: Only the quotes and subscriptions attached to a specific opportunity are displayed on that opportunity’s component. The account component still shows all of the account’s quotes and subscriptions. Select this option if you want each opportunity to surface only its own billing items, with no cross-opportunity bleed.

This setting only affects what’s displayed in the embedded component. It does not change how data is synchronized with Salesforce custom objects.

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Allow creating new customer

When enabled, a Salesforce user can trigger an action from an account or opportunity that isn’t yet linked to a Hyperline customer. The user can then create the corresponding Hyperline customer on the fly and proceed with the action. When disabled, actions are blocked until a matching Hyperline customer exists and is linked to the Salesforce record.

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Display customers’ children’s data

When enabled, the component also displays quotes and subscriptions belonging to the customer’s children (in Hyperline’s parent–child customer hierarchy), in addition to the customer’s own. This is useful when you bill parent accounts but want visibility into activity across their subsidiaries from the parent’s Salesforce record.

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User access

You control how Salesforce users get access to Hyperline with the Automatically register users toggle in the User access section of Settings > Integrations > Salesforce.

• Enabled: Salesforce users do not need an existing Hyperline account. When a user triggers a Hyperline action for the first time, Hyperline automatically creates a corresponding Hyperline user with their Salesforce email address. Hyperline assigns this user to your default Hyperline role (the ‘Account manager’ role if not changed).
• Disabled: Hyperline does not create users from Salesforce activity. Only Salesforce users who are already members of your Hyperline workspace can access Hyperline interfaces in Salesforce. Invite users before they use the integration.

If email matching domains are configured for your account, the User access section lists them. Hyperline matches a Salesforce user to an existing Hyperline user with the same email name (the part before the @) on any of these domains. For example, with acme.com and acme.io configured, jane@acme.io in Salesforce matches the existing Hyperline user jane@acme.com. These domains are read-only in the settings. Contact support to change them. When Hyperline interfaces open inside Salesforce, Hyperline applies the user’s Hyperline role to ensure the correct view and edit permissions. You manage these permissions directly in Hyperline under Settings > Team.

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Data reconciliation

When retrieving Hyperline customer data from a Salesforce account or opportunity record, Hyperline applies the following lookup mechanism:

1. If it’s an opportunity record, Hyperline uses the associated account record for the lookup.
2. If the account record is already linked to a Hyperline customer through the Integrations section of the customer page, Hyperline uses that customer.
3. If the account record has a value in the Hyperline customer ID custom field, Hyperline looks for the corresponding customer.
4. If the account record has a value in the Hyperline external ID custom field, Hyperline looks for a customer whose ID or external ID matches that value. Hyperline also matches a customer whose linked Stripe customer ID matches that value (for example, a customer imported from Stripe).

If the Salesforce account and the Hyperline customer were not previously linked, Hyperline automatically creates the link. This requires the integration settings to allow it: customer sync enabled, sync direction including Salesforce → Hyperline, and the account flagged for sync. If Hyperline finds a customer but the settings do not allow automatic linking, Hyperline surfaces the suggested customer in Salesforce, along with an action to manually trigger the link. If Hyperline finds no customer but the Allow creating new customer setting is enabled, the Salesforce user can create a new related Hyperline customer and proceed with the desired action.

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Data synchronization

In addition to the fully built-in embedded UIs, the integration can also synchronize data from Hyperline to Salesforce custom objects. This synchronization is optional, and you can configure it afterward. When you connect your Salesforce workspace, you select which entities to synchronize in the Hyperline settings. Hyperline then automatically creates the required custom objects and their associated fields in Salesforce if they do not already exist. It also sets up the synchronization mechanisms. Changing the data you select to synchronize requires reconfiguring the integration. This process may take a few minutes to complete.

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Prerequisites

To synchronize data, Hyperline requires specific custom objects to exist in your Salesforce instance. Hyperline does not have permission to automatically create custom objects in your Salesforce instance. You must create them manually using the object names listed below. If a required custom object does not exist, you can’t activate synchronization for that entity. Hyperline does not push any data to Salesforce for it.

Create a custom object in Salesforce

To create the required custom objects:

1. Click the Gear icon (top-right corner) and select Setup.
2. In the Quick Find box, type “Object Manager” and select Object Manager.
3. Click the Create dropdown and select Custom Object.
4. Fill in the Label, Object Name, and Record Name fields.

The Object Name must exactly match the required names listed above. Other fields may be configured according to your needs.

5. Repeat this process for each entity you want to synchronize.

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Customers sync

When enabled, Hyperline customers are synchronized with Salesforce accounts. You can select the synchronization direction (one-way or bidirectional). During the integration setup, Hyperline creates a (Hyperline) Synchronize checkbox custom field (HyperlineSync__c slug) on the Account object. Hyperline imports and synchronizes a Salesforce account only when this checkbox is enabled. Hyperline ignores accounts without it checked.

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Customer custom properties

Customer custom properties use different paths for inbound and outbound synchronization:

• From Salesforce account fields to Hyperline: Create a custom field on the Salesforce Account object whose API name matches the Hyperline custom property slug, followed by __c. When you synchronize customers from Salesforce, Hyperline imports this value into the matching existing customer custom property. Changes in Hyperline do not update this Salesforce field.
• From Hyperline to custom property value records: Enable Custom property values in the integration settings. Hyperline creates one record in the HyperlineCustomPropertyValue custom object for each value and links customer values to the related Salesforce account. This option also keeps each property’s name, type, and value available as separate fields.

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Mapping

Below are the default field mappings between Hyperline entities and Salesforce objects.

Field mappings

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Turn customer fields on or off

You can select which default customer fields Hyperline syncs. To stop syncing specific fields, for example if you manage the currency or billing address only in Salesforce, configure the customer field mappings.

1. In the Salesforce integration settings, go to the customer synchronization section.
2. Click Configure field mappings.
3. In the Customer field mappings modal, use the toggle next to each field to turn its sync on or off. Each field shows its fixed Salesforce destination (account field) below its name.
4. Click Save changes.

Changes apply in the sync direction you configured. Disabled fields keep their existing values. Click Cancel to close the modal without saving.

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Manually trigger a sync

You can also manually trigger customer data synchronization from the Hyperline customer page. In the Integrations dropdown, click Sync with Salesforce to push (or pull, depending on the sync direction) the customer’s data and send all associated quotes, subscriptions, and invoices to Salesforce.

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Troubleshooting

If data is missing or synchronization fails, open Settings > Integrations > Salesforce > View issues in Hyperline for details.

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Common issues

The component is empty with “Nothing yet” display and no button This issue usually occurs when the Salesforce instance is not connected to the correct Hyperline environment (production vs. sandbox). In Salesforce, go to Setup > Custom Code > Custom Settings, click Manage for Hyperline Settings, then click Edit. Make sure the Environment field matches either Production or Sandbox, depending on your setup. Embedded Hyperline views don’t load, or an action loads forever This happens when your browser blocks third-party cookies, which Hyperline needs to authenticate the embedded view inside your CRM. Allow third-party cookies for [*.]hyperline.co, then reload the page:

• Chrome / Arc: open chrome://settings/cookies, then under “Sites allowed to use third-party cookies” add [*.]hyperline.co (or select “Allow all cookies”). See Google’s guide.
• Edge: open edge://settings/content/cookies and add [*.]hyperline.co under “Allow”. See Microsoft’s guide.
• Safari: open Settings > Privacy and uncheck “Prevent cross-site tracking”. See Apple’s guide.
• Firefox: click the shield icon in the address bar and turn off “Enhanced Tracking Protection” for this site, or add an exception under Settings > Privacy & Security. See Mozilla’s guide.

Also disable any browser extension that blocks cookies or trackers for this site. The Salesforce component is empty (only the buttons appear, with no data) This issue usually occurs when the same Salesforce ID is assigned to multiple customers in Hyperline. Hyperline uses the first matching customer it finds, but that customer may not contain any data. Ensure that the Salesforce ID is assigned to only one customer in Hyperline: the correct one.

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Disconnect

You can disconnect the integration at any time by clicking Disconnect in the top-right corner of the Salesforce integration settings page. Disconnecting the integration stops all synchronization. The custom objects, custom fields, and any previously pushed data in Salesforce remain intact. Hyperline does not delete them.