Salesforce

The Hyperline-Salesforce integration provides a seamless connection between your Salesforce instance and Hyperline. With this integration, you can access a dedicated widget directly from Salesforce, allowing you to create and manage Hyperline quotes, subscriptions, and customers without leaving your CRM. This feature embeds the full Hyperline interface inside Salesforce, ensuring a smooth and efficient flows. 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. This ensures you always have the most up-to-date information at your fingertips, allowing this data to be used 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. We recommend experimenting with a Salesforce Developer Account 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, we recommend using a user with the System Administrator profile when connecting your Salesforce instance. Otherwise, the user must manually be granted 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.

These permissions can be updated as follows:

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, a Hyperline Salesforce package is automatically installed. This package includes a native Salesforce component that can be easily added to your page layouts, allowing your revenue teams to keep using Salesforce while seamlessly accessing all Hyperline functionalities. To add the component to an Account or Opportunity page:

1. Navigate to 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 will prompt you to Activate the updated view.

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Component

Once installed, this component can be used on both Account and Opportunity pages. It provides several available actions, allowing you to:

• create Hyperline quotes
• create Hyperline subscriptions
• manage the related Hyperline customer

Each action opens a dedicated Hyperline interface embedded directly within Salesforce, giving you access to the full Hyperline experience without leaving your CRM—ensuring seamless interoperability between both systems.

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User access

Salesforce users do not need an existing Hyperline account. When a user triggers a Hyperline action for the first time, a corresponding Hyperline user is automatically created using their Salesforce email address and assigned to your default Hyperline role (the ‘Account manager’ role if not changed). When Hyperline interfaces are opened inside Salesforce, the user’s Hyperline role is applied to ensure the correct view and edit permissions. These permissions are managed directly in Hyperline under Settings > Team.

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Data reconciliation

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

1. If it’s an opportunity record, use the associated account record for the lookup.
2. If the account record is already linked to a Hyperline customer (via the Integrations section on the Hyperline customer page), that customer is used.
3. If the account record has a value in the Hyperline customer ID custom field, we attempt to resolve the corresponding Hyperline customer.
4. If the account record has a value in the Hyperline external ID custom field, we attempt to resolve the Hyperline customer whose ID or external ID matches that value. If the Salesforce account and the Hyperline customer were not previously linked, the link is automatically created—provided the integration settings allow it (customer sync enabled, sync direction including Salesforce → Hyperline, and either all customers or only those marked for sync).

If a customer is found but the settings do not allow automatic linking, Hyperline will surface the suggested customer in Salesforce, along with an action to manually trigger the link. If no customer is found but the “Allow creating new customer” setting is enabled, the Salesforce user will be able to 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 can be configured afterward. When you connect your Salesforce workspace and select which entities you want to synchronize in the Hyperline settings, Hyperline automatically creates the required custom objects and their associated fields in Salesforce (if they do not already exist) and sets up the synchronization mechanisms. Changing the data you choose 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 will be unable to activate synchronization for that entity, and no data will be pushed to Salesforce.

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 choose 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 choose the synchronization direction (one-way or bidirectional) and specify which Salesforce accounts should be imported into Hyperline (all accounts or only flagged ones). During the integration setup, Hyperline creates a “(Hyperline) Synchronize” checkbox custom field (HyperlineSync__c slug) on the Account object. When selecting the “Only flagged accounts” option, the integration will import and synchronize only the accounts where this checkbox is enabled, ignoring all others.

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Mapping

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

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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 you encounter any issues with the integration (missing data, failed entity synchronization, etc.), we recommend checking the Hyperline issues page for more details: Settings > Integrations > Salesforce > View issues.

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Disconnect

At any time, you can disconnect the integration by clicking the Disconnect button located in the top-right corner of the Salesforce integration settings page. Disconnecting the integration will stop all synchronization, but the custom objects, custom fields, and any previously pushed data in Salesforce will remain intact—they will not be deleted.