Enhance your Salesforce workflows with Sequence quoting and real-time billing data
Install the Salesforce package
Connect your Salesforce account to Sequence
Link Sequence customers to Salesforce accounts
Link account
from the sidebar on the right and enter a Salesforce Account ID.https://yourInstance.lightning.force.com/lightning/r/Account/<AccountID>/view
Part 1: creating customers and billing schedules
Part 2: adding products and prices billing schedules
Get installation link
Authenticate your Salesforce account
Install for all users
Enter Sequence API credentials
Add custom components to your Salesforce pages
How does Salesforce identify duplicate Sequence customers?
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?
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 map my existing Salesforce accounts to Sequence during onboarding?
My customer isn't syncing (using provided Salesforce Flow templates)
When I create a quote, I'm getting an error
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