Salesforce
Learn how to connect Salesforce with Hyperline
The Hyperline Salesforce integration offers seamless synchronization of your Salesforce accounts, subscriptions and invoices enabling effortless data transfer between Hyperline and your Salesforce instance without any manual effort nor 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.
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.
2. Custom objects
Hyperline needs two custom objects (HyperlineSubscription and HyperlineInvoice) in order to have your integration fully setup. You can decide later to not sync this data but only the customers.
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 Subscription and Invoice (custom objects).
Upon connecting your Salesforce instance, the integration will automatically configure the necessary custom fields in Salesforce on these objects.
More details about the fields meaning can be found in the API reference for invoice or subscription.
Deleting a Hyperline custom field created in Salesforce might break the integration. If you don’t want to use some of them we recommend to hide them in your pages layout settings.
You can also decide later in the settings which data you want to synchronize.
Native card component
Additionally, we offer a native Salesforce component that enables you to assign and manage subscriptions, as well as manage customer details and invoices, through Hyperline flows embedded in your CRM.
Setup
On Hyperline, go to the Settings and Integrations page
Click Connect on the Salesforce integration
You will be redirected to Salesforce where you will be ask to enter your credentials.
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.
After a few minutes the card will be marked as Connected
You can now access the Settings and start benefit from the integration.
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.
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).
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.
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.
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.
Disconnect
At any time, you can disconnect the integration by clicking on the Disconnect button located in the top-right corner of the Salesforce integration settings page.
Disconnecting will halt synchronization, but the custom fields and previously pushed data in Salesforce will remain intact; they won’t be erased.