Overview

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Overview

• 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

• 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

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

1. Connect Salesforce

In Salesbricks, go to Settings -> Integrations and click on Salesforce.If this is your first time connecting Salesforce to Salesbricks, a modal will appear prompting you to connect your Salesforce account. Click “Connect.”

2. Select Integration Level

After you log in to Salesforce, you will return to Salesbricks where the next screen allows you to select the integration level between your Salesbricks and Salesforce accounts (“Basic” is selected by default).Select your integration level and click “Next.”

3. Map Order Fields

Map the fields you would like to push from Salesbricks Orders to Salesforce Opportunities.Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following field out of the gate:Map Salesbricks Order Grand Total to your Salesforce Opportunity field Salesbricks Grand Total.To map additional fields, you can reference our docs on Salesbricks fields for Salesforce.

Click “Save.”

4. Map Customer Fields

Next, map the fields you would like to push from Salesbricks Customers to Salesforce Accounts.Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following fields out of the gate:

• Map Salesbricks Customer Name to your Salesforce Account field Name

To map additional fields, you can reference our docs on Salesbricks fields for Salesforce.

Click “Save.”

5. Test the Integration

1

Create a test Opportunity in Salesforce

In Salesforce, create a new Opportunity and save it.

2

Create a new Order in Salesbricks

In Salesbricks, create a new Order.

3

Link the Order to Salesforce

In the CRM Account field, search for the Account associated with the Opportunity you created in Salesforce. Once you find the correct account, the CRM Opportunity field will be populated with all Opportunities associated with that company.

4

Verify the sync

After you save the Order, go to Salesforce and verify that the details from the Order were pushed from Salesbricks to the Salesforce Opportunity and Account.

Each time the Salesbricks Order is updated, the updates will be synced to the Salesforce Opportunity and Account.

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Field Mapping

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Resources