Sequence’s Salesforce integration allows your Sales reps to easily create quotes, convert them to billing schedules and track invoices and usage throughout a contract, all from within Salesforce. This enables a frictionless flow from Sales to Finance to operationalize billing for new deals and maintain an up-to-date view of the customer in Salesforce to inform future upsells and renewals.

Use this integration to

Sync billing data from Sequence to Salesforce

Create Sequence customers and billing schedules via Salesforce Flow

Use Sequence CPQ from Salesforce

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Setup

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1. Install the Sequence Salesforce package

Sequence comes with a Salesforce managed package defining a set of custom components in your Salesforce environment:

Reach out to the Sequence team for an installation link, and follow the installation guide.

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2. Connect your Salesforce account to Sequence

From the Integrations page, select Salesforce and Connect. Choose the Salesforce account you want to connect and complete the authorization flow.

Sequence customers are mapped 1:1 to Salesforce accounts. All billing data synced from Sequence to Salesforce is automatically associated with the corresponding account. To manage links between Sequence customers and Salesforce accounts, navigate to the Customers tab. Your linked customers are marked with a Salesforce icon.

To link a new customer, select Link account from the sidebar on the right and enter a Salesforce Account ID.

You can find the ID of a Salesforce account in the URL of the account page in Salesforce, e.g. https://yourInstance.lightning.force.com/lightning/r/Account/<AccountID>/view

When you create this link, Sequence automatically syncs all historical billing schedules and invoices for this customers into Salesforce, with a reference to the linked account.

If you use custom Flow actions to create Sequence customers from Salesforce, you can automatically assign this link at customer creation. This way you won’t have to manually link new customers to Salesforce accounts

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Sync billing data from Sequence to Salesforce

With the integration set up, Sequence will automatically sync new billing schedules and invoices from Sequence to Salesforce. All Salesforce records created this way include a reference to the respective accounts.

Sequence syncs data to Salesforce in real-time. A billing schedule is synced when start it or update. An invoice is synced when you finalize or send it.

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Create Sequence customers and billing schedules via Salesforce Flow

The Sequence Salesforce package includes 2 custom Apex actions that allow you to interact with the Sequence API from Salesforce Flow: Create Sequence Customer and Create Sequence Billing Schedule. You can access these actions in the flow builder by adding an Action node to your flow.

The action inputs match the API specifications for the create customer and create billing schedule endpoints respectively. The package includes custom Apex classes to represent these inputs. Use Assignment nodes to set these variables in your flow.

The package also includes a few sample flows that can be used as a reference or starting point:

  • Create Customer (auto-launched flow): creates a Sequence customer given an account record and a contact record in Salesforce
  • Create Billing Schedule (auto-launched flow): creates an empty Sequence billing schedule for a given Sequence customer ID and billing schedule start date
  • Create customer for Quoting (record-triggered flow): creates a Sequence customer when an opportunity enters “Proposal/Price Quote” stage
  • Create customer for Billing (record-triggered flow): creates both a Sequence customer and a Sequence billing schedule when an opportunity is closed-won

For an in-depth overview how to work with Sequence custom actions, watch the video walkthrough below.

Part 1: creating customers and billing schedules

Part 2: adding products and prices billing schedules

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Use Sequence CPQ from Salesforce

The Sequence Salesforce package comes with a custom button to launch the Sequence quote builder. Add the button to your opportunity page layout to create a Sequence quote for your customer directly from Salesforce.

When the quote is published, Sequence syncs it back to Salesforce under the original opportunity.

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Sequence Salesforce package

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Installation

  1. Reach out to the Sequence team to obtain an installation link
  2. Follow the link and complete the Salesforce log in flow
  3. Choose Install for All Users, approve the installation and click Install
  1. Set up access to the Sequence API
  • In Sequence, go to Settings -> API keys and generate a new API key to be used by Salesforce
  • Make note of the client ID and secret key
  • In Salesforce, go to Setup -> Custom Metadata Types
  • Click Manage Records next to Sequence Integration Settings
  • Create a new record with your client ID and key pair
  1. Add Sequence custom components to your page layouts. For example:
  • Add Sequence Billing Schedule, Invoices and Quotes to the Account page layout
  • Add Sequence Quotes and the Create Sequence Quote button to the Opportunity page layout

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Data model

The data model for the custom objects in the package is illustrated below.

  • Billing schedules, invoices and quotes are related to accounts
  • Billing schedule and quotes are also related to opportunities
  • The pricing details of quotes and billing schedules are captured by a set of related objects: phases, prices, minimums and discounts
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