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.

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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.

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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.

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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.

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Behavior

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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.

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.

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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.

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Setup

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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).

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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.

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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:

1. Navigate to your Hyperline customer page (Customers > Click on the customer).
2. Click on Integrations in the top-right corner.
3. 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.

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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.

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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.