Salesforce
Salesforce
Learn how to connect Salesforce with Hyperline
The Hyperline Salesforce integration offers seamless synchronization of your Salesforce accounts, quotes, subscriptions and invoices enabling effortless data transfer between Hyperline and your Salesforce instance without any manual effort or technical configuration.
Additionally, Hyperline provides you with a dedicated component that can be inserted into your Salesforce Account page, allowing you to assign and manage your subscriptions using the full-powered Hyperline UI directly within your CRM. See more details.
By doing so, the Hyperline integration empowers your business teams to maintain Salesforce as their primary tool while capitalizing on the capabilities offered by Hyperline.
More details about the fields meaning can be found in the API reference for quote, subscription and invoice.
You can also decide later in the settings which data you want to synchronize.
You have the option to select which data and entities (customers, invoices, subscriptions) you want to synchronize.
Additionally, for customers you can decide to select the synchronization direction (one-way or bidirectional) and determine which Salesforce accounts to import into Hyperline (all accounts or specific/flagged ones).
This option will sync the customer details, and push its subscriptions and invoices.
Additionally, you can use the “Re-synchronize” button anytime for a customer already sent to Salesforce. This actions retriggers the synchronisation, pushing all associated details such as subscriptions and invoices.
Prerequisites
You need to have a valid Salesforce account and admin rights on Hyperline. We recommend you to experiment with a Developer Account before going live. For this you can create a free Salesforce Developer instance, and use the test mode of your Hyperline account.1. Permissions
Hyperline automatically sets up technical mechanisms in your Salesforce instance upon connection to enable notifications and benefit from real-time synchronization. For this, we recommend using a user with the System Administrator profile when connecting your Salesforce instance. Otherwise, the user account used needs to have specific permissions.Manually grant permissions to a non-System Administrator user
Manually grant permissions to a non-System Administrator user
The user needs to 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.
- Click on the Gear icon (top-right corner) and click Setup.
- Type “profiles” into the Quick Find box and select Profiles.
- Click Edit against the Profile you wish to enable the permissions.
- Add the corresponding permission boxes and click Save.
2. Custom objects
In order to synchronize data, Hyperline needs specific custom objects on your Salesforce instance. If the custom object doesn’t exist, you won’t be able to activate the synchronization for this entity and no data will be pushed to Salesforce.| Entity | Salesforce Object Name |
|---|---|
| Quote | HyperlineQuote |
| Quote line item | HyperlineQuoteLineItem |
| Quote coupon | HyperlineQuoteCoupon |
| Quote phase | HyperlineQuotePhase |
| Quote file | HyperlineQuoteFile |
| Subscription | HyperlineSubscription |
| Subscription product | HyperlineSubscriptionProduct |
| Subscription coupon | HyperlineSubscriptionCoupon |
| Subscription phase | HyperlineSubscriptionPhase |
| Invoice | HyperlineInvoice |
| Invoice line item | HyperlineInvoiceLineItem |
| Custom property value | HyperlineCustomPropertyValue |
Create custom object in Salesforce
Create custom object in Salesforce
To create them:
- Click on the Gear icon (top-right corner) and click Setup.
- Type “object manager” into the Quick Find box and select Object Manager.
- Click on the Create dropdown and Custom Object.
- Fill the label, object name, and record name fields.
The Object Name field needs to match the expected object names given above. Other fields can be configured with the values that better fit for you.
- Proceed the same way for all the objects you want to synchronize
We recommend you create the specific custom objects only for the data/entity you need to sync.
Behavior
Data synchronization
The integration enables synchronization between your Salesforce Account (standard object) and Hyperline Customer, and automatically push data from Hyperline to Salesforce related to Quote, Subscription and Invoice (custom objects). Upon connecting your Salesforce instance, the integration will automatically configure the necessary custom fields in Salesforce on these objects.Deleting or manually modifying a Hyperline custom objects and custom fields in Salesforce may break the integration and lead to unexpected behavior.
Native card component
Additionally, we offer a native Salesforce component that enables you to create and manage quotes, assign and manage subscriptions, as well as manage customer details and invoices, through Hyperline flows embedded in your CRM.Setup
1
On Hyperline, go to the Settings and Integrations page
2
Click Connect on the Salesforce integration
You will be redirected to Salesforce where you will be ask to enter your
credentials.
3
Wait to be redirected back to Hyperline
The Salesforce card will be marked as ‘Setup in progress’. This operation can
take a few moments to complete as we are preparing your Salesforce instance to
be ready to be integrated with Hyperline.
4
After a few minutes the card will be marked as Connected
You can now access the Settings and start benefit from the integration.
5
Optionally, install the Salesforce native component
Learn how to install the Salesforce native component.
Settings
Hyperline allows you to configure how you want to integration to behave.Flagged accounts
During integration setup, Hyperline will create a Sync to Hyperline checkbox field on the Salesforce Account object (HyperlineSync__c field).
When choosing the ‘Only specific accounts’ option, the integration will import and synchronize accounts where the Sync to Hyperline checkbox is selected, disregarding other accounts.
The option ‘Only specific accounts’ is selected by default, meaning that we don’t sync any Salesforce accounts by default.
Send Hyperline Customer to Salesforce
Customers created before connecting your Salesforce instance won’t be automatically transferred to Salesforce during the initial setup. You can choose to send them to Salesforce on a case-by-case basis. To do this:- Navigate to your Hyperline customer page (Customers > Click on the customer).
- Click on Integrations in the top-right corner.
- Utilize the Send to Salesforce button.
Reconcile Hyperline Customer and Salesforce Account
When a Hyperline Customer is created, a corresponding Account is created in Salesforce. Similarly, when a Salesforce Account is created or updated with the ‘Sync in Hyperline’ field enabled, a corresponding Customer is created in Hyperline. Both Customer and Account entities are then linked. To associate an existing Customer (created before connecting your Salesforce instance) with an existing Account, you can fill the “Hyperline ID” (HyperlineId__c) field in your Account object. This action ensures synchronization between both entities. We recommend to perform this operation prior to enabling the ‘Sync in Hyperline’ field. Failing to do so might result in duplicates, where an Account could sync to Hyperline without the HyperlineId__c value in the meantime.