Salesforce component

To seamlessly integrate your CRM usage with Hyperline’s extensive UIs, flows, and capabilities, we offer a native Salesforce component. This component can be easily inserted into your page layout, ensuring a perfect blend of continued CRM usage for your revenue teams along with access to all Hyperline functionalities.

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Installation

Before installing the component, ensure that you have a Salesforce account connected to Hyperline. If not, please refer to the setup guide for instructions.

This component is automatically installed when you connect your account.

To add it on your account’s or opportunity’s page:

1. Navigate to any account’s or opportunity’s page
2. Click on the top right menu and select ‘Edit Page’
3. Search for the ‘Morph…’ component and drag-and-drop it to your page editor
4. Save (if it’s your first time editing the page layout, you’ll be prompted to Activate the view)

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Behavior

Once installed, this component can be used on both Account or Opportunity views.

From it, you can directly manage your Hyperline customer, create new quotes, assign subscriptions, and manage existing subscriptions for your Salesforce account.

When loaded on the CRM side, the component will automatically create the first time (and if it doesn’t exist yet) a corresponding user on Hyperline using the user email address from the CRM and the ‘Account manager’ role.

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Root object

You can control the component’s behavior and determine whether the root object displaying the billing details for the customer is Account or Opportunity.