Skip to main content
Salesforce 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 the Salesforce integration to:

Sync billing data from Sequence to Salesforce

Create Sequence customers and billing schedules via Salesforce Flow

Use Sequence CPQ from Salesforce

​
Getting started

1

Install the 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.
Please note that a different installation link is required for your Salesforce production and developer accounts.To successfully sync data to Salesforce, the multi-currency feature needs to be enabled in your Salesforce account, and the required currencies need to be added (learn more).
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.
Connect Salesforce
3

Link Sequence customers to Salesforce accounts

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

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

​
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.
Sequence custom actions
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.
Sequence custom actions input assignment
The package also includes a few sample flows that can be used as a reference or starting point:
Flow templates
  • 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
The sample and record-triggered Flows that create customers rely on the Sequence Customer ID field on the Account. If the field is empty, the Flow creates a new Sequence customer and writes the new ID back to the Account. If the field is already populated, the Flow treats the account as already linked and does not create another customer.
Auto-create customer Flows require a complete Billing Address, a Sequence Billing Contact with Mailing Address, and two-letter ISO country codes (FR, US, not full names) on every address the Flow uses (billing and mailing). Record-triggered Flows run when an Opportunity is updated to a stage such as Proposal/Price Quote or Closed Won: save those Account and contact values before you move the Opportunity to that stage. Updating the stage first can yield an incorrect customer, or the Flow may fail silently with no error in the UI. If customers are missing in Sequence, re-check addresses and the billing contact.
For an in-depth overview how to work with Sequence custom actions, watch the video walkthrough below.

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

​
Salesforce package installation guide

1

Get installation link

Reach out to the Sequence team to obtain an installation link.
2

Authenticate your Salesforce account

Follow the installation link and complete the Salesforce sign-in flow.
3

Install for all users

Follow the installation link and complete the Salesforce sign-in flow if you are not already signed in.Choose Install for All Users, approve the installation, and click Install.
Install the Sequence package
4

Enable multi-currency

Multi-currency must be enabled for billing schedules and other objects to sync correctly between Sequence and Salesforce. Complete this step before you connect Salesforce to Sequence in the Sequence app.
  1. In Salesforce Setup, use Quick Find to search Company Information.
  2. Open Company Information and click Edit.
  3. Check Activate Multiple Currencies and click Save.
Then configure which currencies exist and their rates:
  1. In Setup, search Manage Currencies.
  2. Click New to add the required currencies and set conversion rates.
For background, see Salesforce’s guide to multiple currencies.
5

Enter Sequence API credentials

Set up access to the Sequence API:
  1. In Sequence, go to Settings -> API keys and generate a new API key to be used by Salesforce.
  2. Make note of the client ID and secret key.
  3. In Salesforce, go to Setup -> Custom Metadata Types.
  4. Click Manage Records next to Sequence Integration Settings.
Manage custom metadata type
Create a new record with your client ID and key pair. By default the endpoint URLs are prepopulated with Sequence’s production endpoint URLs.
Add API credentials to Salesforce
6

Add custom components to your Salesforce pages

Add Sequence custom components to your page layouts. For example:
  • Account page layout: Sequence Billing Schedules, Invoices, Quotes, and the Sequence Billing Contact field.
  • Opportunity page layout: Sequence Quotes and the Create Sequence Quote button.
After installation, page layouts are not updated automatically. A Salesforce admin must add the relevant components manually. Adding Sequence Billing Contact to the Account layout is required. The Flow templates use this field to determine the billing contact when creating a Sequence customer.Package installation creates the objects, Flow actions, sample Flows, and custom fields; layout placement is always a separate manual step.
Customize page layouts

​
Sequence Salesforce 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
Custom actions data model

​
Frequently asked questions

The Salesforce package adds a Sequence Customer ID custom field to the Account object. Flows that create customers check this field:
  • If Sequence Customer ID is empty, the Flow creates a new Sequence customer and writes the ID back to the Account.
  • If Sequence Customer ID is already populated, the Flow stops and skips customer creation. The account is treated as already linked.
That is how the integration avoids pushing the same Salesforce account into Sequence multiple times.
The Salesforce package adds a custom field called Sequence Billing Contact to the Account object. Add this field to the Account page layout (see the installation guide). Once added, users can select a contact as the Sequence billing contact. The Flow templates use this field by default to determine the billing contact when creating a Sequence customer. You can change the Flow to use a different contact or field if needed.
Update the default Opportunity page layout to include Quotes and the Create Sequence Quote button from the package. The button opens a blank quote by default with the customer pre-assigned.
You can initiate the customer link from Salesforce rather than Sequence, but the link must exist on both sides. The managed package adds Sequence Customer ID on the Account object, which you can bulk-populate with the Data Import Wizard or Data Loader. You must also create the corresponding link in Sequence via the API, a script, or manually in the Sequence dashboard.Reach out to our team for help during onboarding. In practice:
  1. In Salesforce, populate Sequence Customer ID on each Account in bulk as needed. The Data Import Wizard is built into Salesforce (no extra install), supports up to 50,000 records per run, and uses a CSV. Export accounts from Salesforce, add Sequence customer IDs (for example from a CSV export in the Sequence dashboard), and import to update Accounts. Our team can help match Salesforce accounts to Sequence customers.
  2. In Sequence, link each customer to the Salesforce account via the dashboard, API, or a script. Sequence can assist with manual linking in the Sequence dashboard during the initial setup phase if needed.

​
Troubleshooting

This could be for a number of reasons:
  1. An issue with the Flow configuration
  2. Missing or incomplete data on the Account: Sequence expects a complete Billing Address and a designated Sequence Billing Contact with a Mailing Address. The country on every address involved must be a two-letter ISO code (for example FR, US, not full country names). When these are wrong or incomplete, customer creation from Flow can fail silently with no visible error message. Verify addresses and the billing contact even if the Flow appears to run.
  3. A country on an address was not in ISO 2-letter format (for example use FR for France).
For the quote to launch in Sequence, the account in Salesforce must be linked to an existing Sequence customer. If you’re using the provided Salesforce Flow templates, consider creating a customer in Sequence once a Salesforce opportunity moves to Negotiation/Proposal stage (i.e. prior to moving to Closed won). This ensures the customer is linked and ready to receive a sales proposal via Sequence.
For Sequence objects to sync back to Salesforce, you need to have the multi-currency setting enabled in your Salesforce environment (see above). If you’re still seeing sync errors, please get in touch with our team.