Overview
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
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:
-
Navigate to Setup:
- Click the gear icon in the top right corner
- Select “Setup”
-
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
-
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)
You can use existing fields that match your needs or create new ones. Refer to the field mapping section below to determine which fields you need and their appropriate data types.
For detailed instructions on creating and managing fields, see the Salesforce Fields Documentation.
Connect Salesforce in Salesbricks
1. Connect Salesforce
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
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
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
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
Nameto your Salesforce Account fieldName
To map additional fields, you can reference our docs on Salesbricks fields for Salesforce.
Click “Save.”
5. Test the Integration
5. Test the Integration
Create a test Opportunity in Salesforce
In Salesforce, create a new Opportunity and save it.
Create a new Order in Salesbricks
In Salesbricks, create a new Order.
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.
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.
Field Mapping
Salesbricks Order Fields
Salesbricks Order Fields
When connecting Salesbricks to your CRM, map the following fields to align data between the two systems effectively:
| Field | Definition |
|---|---|
self_service | Indicates whether the order was placed via a self-service channel. |
stage | Represents the current phase or status of the order, indicating progression through your pipeline. |
id | A unique identifier for the order within Salesbricks, used for consistent reference across platforms. |
subscription_id | The identifier for the Salesforce subscription associated with the order. |
agreement_number | The index of the order within the subscription. |
order_type | Specifies the type of order (e.g., standard, renewal, upgrade, recast) for categorization. |
created_at | The timestamp marking when the order was created in Salesbricks. |
updated_at | The timestamp for the last update to the order, providing insight into its most recent activity. |
starts_at | Indicates when the order begins. |
ends_at | The expected end date of the order, marking its termination unless renewed. |
closed_at | The timestamp marking when the order was closed. |
point_of_contact_email | The email address of the main user or contact associated with the order. |
primary_user | The full name of the main user or contact associated with the order, typically the primary point of contact. |
metadata | An open field for additional data, custom attributes, or notes specific to the order. |
billing_schedule | The frequency or schedule for billing, such as monthly, quarterly, or annually. |
payment_terms_text | x = payment_terms_number_of_days. If x is 0, returns “Due on receipt.” Otherwise, returns “Net x” (e.g., “Net 30”). |
owner_name | The name of the account owner managing the order. |
owner_email | The email address of the account owner managing the order. |
accounts_payable_emails | Email addresses responsible for processing payments on the buyer’s side. |
arr | The Annual Recurring Revenue associated with the order, reflecting yearly revenue from subscriptions or ongoing contracts. |
contract_value | The total value of the contract over its entire duration. |
duration | The length of the contract or order term, measured in months. |
auto_renews | Indicates if the order will automatically renew upon expiration. |
buyer_name | The name of the company purchasing the order. |
currency_iso_code | The ISO currency code (e.g., USD, EUR) used in the order. |
buyer_legal_name | The official legal name of the buying company. |
total_committed_current_spend | The total contract value of the customer’s current active agreement. |
total_expected_renewal_spend | The forecasted total contract value of the customer’s next renewal agreement. |
Salesbricks Customer Fields
Salesbricks Customer Fields
When connecting Salesbricks to your CRM, map the following fields to align data between the two systems effectively:
| Field | Definition |
|---|---|
name | Customer name. |
legal_name | Customer legal name. |
status | Refers to the current customer’s status. A customer is ACTIVE if they have at least one active subscription. If the only active subscription is scheduled for termination, the status is updated to TERMINATED. Options: Active, Terminating, Terminated, Order Needed, Scheduled, Open Order |
customer_since_date | First subscription’s start date. |
next_renewal_date | Active subscription’s next renewal date. If there are multiple active subscriptions, gets the subscription with the earliest end date. For example: Subscription A - Mar 1, 2024 - March 1, 2025, Subscription B - March 1, 2024 - April 1, 2024. Next renewal date is April 2, 2024. |
termination_date | If all customer subscriptions have been terminated, returns the termination date of the last subscription terminated. |
churn_notes | Notes from the last terminated subscription. |
total_committed_current_spend | Sum of subscription_grand_total of all subscriptions. |
total_expected_renewal_spend | Sum of renewal_value of all subscriptions. |
primary_user | Primary user full name of the recently closed/updated order. |
product_name | Product name of the recently closed/updated order. |
total_arr | Total ARR of the recently closed/updated order. |
auto_renews | Whether the recently closed/updated order auto renews. Options: Yes, No. |
duration | Number of months of the last closed/updated order. |
billing_frequency | Billing frequency of the last closed/updated order. Options: Monthly, Quarterly, Semi-annually, Annually, All upfront. |
brick_a | All brick names will be available for mapping and can be mapped to any CRM field. The value will be the total quantity/entitlements for the mapped brick. For example: If you sell licenses and have “Starter Seat”, “Professional Seat”, “Enterprise Seat”, and “Viewer Seat” as bricks in your plans, you can map these to custom fields in your CRM to track total quantities. |
brick_b | Additional brick field for mapping to CRM custom fields. |
Resources
Field Definitions
View the complete list of Salesbricks fields, data types, and definitions for Salesforce integration.
Order Builder Guide
Learn how to navigate and use the Order Builder effectively.
If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.