Learn how to connect Salesforce with Hyperline
Manually grant permissions to a non-System Administrator user
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
On Hyperline, go to the Settings and Integrations page
Click Connect on the Salesforce integration
Wait to be redirected back to Hyperline
After a few minutes the card will be marked as Connected
Optionally, install the Salesforce native component
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.
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.