Salesforce
Enhance your Salesforce workflows with Sequence quoting and real-time billing data
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
Install the Salesforce package
Sequence comes with a Salesforce managed package defining a set of custom components in your Salesforce environment:
- Custom objects for Sequence quotes, billing schedule and invoices
- Custom Flow actions for creating Sequence customers and billing schedules from Salesforce via Salesforce Flow
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).
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.
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.
To link a new customer, select Link account from the sidebar on the right and enter a Salesforce Account ID.
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.
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.
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
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.
Salesforce package installation guide
Get installation link
Reach out to the Sequence team to obtain an installation link
Authenticate your Salesforce account
Follow the link and complete the Salesforce log in flow
Install for all users
Follow the link and complete the Salesforce log in flow.
Choose Install for All Users, approve the installation and click Install.
Enter Sequence API credentials
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. By default the endpoint URLs are prepopulated with Sequence’s production endpoint URLs.
Add custom components to your Salesforce pages
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
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
Frequently asked questions
How does Salesforce identify duplicate Sequence customers?
How does Salesforce identify duplicate Sequence customers?
How does the integration prevent the same account getting pushed into Sequence multiple times?
The Salesforce package adds a Sequence Customer ID custom field to the account object. When the flow runs the first time, it populates it with the ID of the customer it just created in Sequence. When it runs again, it checks whether the field is populated – if the field is already populated, the customer is already synced and the flow will stop. During onboarding, our team can assist you map your existing customers.
What billing contact is used when an account is pushed into Sequence?
What billing contact is used when an account is pushed into Sequence?
The Salesforce package adds a custom field called Sequence Billing Contact to the account object. When you’re getting started with the Salesforce app, you need to be drag this field onto the default Account page (see instructions above). Once added, it allows users to select from available contacts and set the Sequence billing contact. This field is used by the Salesforce Flow templates by default - it can be changed to use a different contact or field.
How do I get the 'Create quote' toggle to show on an opportunity?
How do I get the 'Create quote' toggle to show on an opportunity?
Update the default opportunity page layout to include the launch quote button provided in the Salesforce package.
How do I map my existing Salesforce accounts to Sequence during onboarding?
How do I map my existing Salesforce accounts to Sequence during onboarding?
Reach out to our team to get help with this during your onboarding. To map a customer, you need to:
- In Salesforce, you need to populate the Sequence Customer ID field (custom field) for each account. You can use the Salesforce Data import wizard or Data loader to handle this in bulk. The Import Wizard is built directly into Salesforce and requires no installation. It is limited to 50,000 records at a time and requires a CSV. Start by exporting your existing accounts from Salesforce. Next, populate the account list with Sequence customer IDs (can be obtained via CSV export from Sequence dashboard). Our team can assist you in matching Salesforce accounts with Sequence customers. Once you have mapped all accounts, go through the import wizard in Salesforce to update your accounts in bulk.
- In Sequence, each customer also needs to be linked to Salesforce. This can be done via API or script, or manually in the dashboard by referencing the SF account to be linked (ID or URL).
Troubleshooting
My customer isn't syncing (using provided Salesforce Flow templates)
My customer isn't syncing (using provided Salesforce Flow templates)
This could be for a number of reasons:
- An issue with the Flow configuration
- The Salesforce account is missing a billing contact. Sequence requires a billing contact in order to create a customer.
- The billing address of the Salesforce account is in the wrong format. The billing address country must be in a standard ISO 2 letter format (e.g. France = FR).
When I create a quote, I'm getting an error
When I create a quote, I'm getting an error
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.
I'm unable to sync billing schedules and other objects back with Salesforce
I'm unable to sync billing schedules and other objects back with Salesforce
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.