Overview

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Overview

Salesbricks allows you to connect with your Salesforce org so you can:

• Create a new Order in Salesbricks
• Sync metadata from the Salesbricks Order to an associated Opportunity in Salesforce
• Sync metadata from the Salesbricks Customer to an associated Account in Salesforce
• Establish a repeatable process for future agreements between you and your customer

In order to successfully integrate Salesforce in Salesbricks, you will need to:

• Connect your Salesforce instance to Salesbricks
• Create the fields in Salesforce needed to host the Salesbricks data
• Map the Order fields in Salesbricks to the Opportunity fields you created in Salesforce
• Map the Customer fields in Salesbricks to the Account fields you created in Salesforce
• Test a Salesbricks Order with a test Salesforce Opportunity, and confirm the data is flowing properly

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Setup Salesforce Custom Fields

In Salesforce, you can either use existing fields or create custom fields to store the Salesbricks data. Here’s how to review and set up fields:

1. Navigate to Setup:

   • Click the gear icon in the top right corner
   • Select “Setup”

2. Review and Create Fields:

   • In the left sidebar, go to “Object Manager”
   • Search for and select either “Opportunity” or “Account”
   • In the left sidebar, click “Fields & Relationships”
   • Review existing fields to see if they match your needs
   • If needed, click “New” to create custom fields

3. Field Types Available:

   • Text fields (e.g., Name, Legal Name)
   • Currency fields (e.g., Total Contract Value, Expected Renewal Value)
   • Picklist fields (e.g., Status with options: Active, Inactive, Terminated)
   • Date fields (e.g., Customer Since Date, Next Renewal Date)

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Connect Salesforce in Salesbricks

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Field Mapping

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Resources

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.