CRMs
Salesforce
Learn how to connect Salesforce with Alguna
The Alguna Salesforce integration offers seamless synchronization of data between accounts in Salesforce and Alguna.
Pre-requisites
You have have an active Salesforce account and admin rights to connect to Alguna. We also recommend connecting your Salesforce account in your Sandbox before connecting to production.Overview
Permissions
Alguna automatically sets up technical mechanisms in your Salesforce instance upon connection to enable notifications and benefit from real-time synchronization. For this, we recommend using a user with the System Administrator profile when connecting your Salesforce instance. Otherwise, the user account used needs to have specific permissions.Custom Fields
The Alguna Subscription custom fields as part of Account Object in Salesforce store details about individual subscriptions, including information on the subscription’s status, associated currency, and relevant dates. Below are the fields available within this object, along with their data types and a brief description of each field. Account and Contact Details are supported out of the box:- Account Name
- Account Address
- Account Currency
- Website
- Contact Name
- First Name
- Last Name
- Contact Email
- Title
Alguna Custom Fields
| Custom Field Name | Custom Field in Salesforce | Type | Description |
|---|---|---|---|
| Alguna Customer ID | Alguna_Customer_ID__c | Text(255) | A unique identifier for the customer ID within Alguna. |
| Alguna Customer Link | Alguna_Customer_Link__c | URL(255) | A URL deeplink to manage or view the customer in Alguna. |
| Alguna Legal Entity | Alguna_Legal_Entity__c | Text(255) | The legal entity associated with the customer in Alguna. |
| Alguna Subscription ID | Alguna_Subscription_ID__c | Text(255) | The unique identifier of the subscription in Alguna. |
| Alguna Subscription Link | Alguna_Subscription_Link__c | URL(255) | A URL deeplink to manage or view the subscription in Alguna. |
| Alguna Subscription Name | Alguna_Subscription_Name__c | Text(255) | The name of the subscription. |
| Alguna Subscription Status | Alguna_Subscription_Status__c | Text(255) | The current status of the subscription (e.g., Draft, Active, Ended/Canceled, Sent). |
| Alguna Subscription Interval | Alguna_Subscription_Interval__c | Text(255) | The interval at which the subscription is renewed (e.g., Monthly, Yearly). |
| Alguna Subscription Started Date | Alguna_Subscription_Started_Date__c | Date/Time | The date and time when the subscription originally started. |
| Alguna Subscription Renewal Date | Alguna_Subscription_Renewal_Date__c | Date/Time | The date and time when the subscription is scheduled to renew. |
| Alguna Subscription Cancelation Date | Alguna_Subscription_Cancelation_Date__c | Date/Time | The date and time when the subscription was canceled. |
| Alguna Subscription Value | Alguna_Subscription_Value__c | Currency(8,2) | The monetary value of the subscription; the amount billed at each interval. |
| Alguna Tax Rate | Alguna_Tax_Rate__c | Text(255) | The customer tax rate applicable to their subscriptions/invoices. |
Syncing Flow
Set up Saleforce
Using the email address of the service account you created earlier, grant the following permissions:Production environment: https://app.alguna.io/settings/integrations
Sandbox environment: https://app.sandbox.alguna.io/settings/integrations
1
First Step
Once logged into the correct environment, go to General Settings → Integrations
2
Second Step
On Integrations Page → Click Connect on Salesforce integration.
A modal will pop-up asking you to allow access into your Salesforce instance.
3
Third Step
Once connected, you may name the integration.
4
Fourth Step
On the next screen, choose to use Alguna as a source of creating new accounts in Salesforce (this setting only applies to Alguna → Salesforce).
5
Fifth Step
- On the next screen choose to not import existing customers in Alguna.
- For testing purposes, this is to avoid having third party.
- This can always be triggered on an ad-hoc basis if you need it in the future by notifying Alguna in our shared Slack channel.
Syncing Flow
Account Creation
When an account is created via Alguna, we automatically create an account in Salesforce if you choose to use Alguna as the source of truth for new accounts.- If created via external self-sign up - the process will match automatically.
- If created via Alguna dashboard (new account) - you will need to add additional information via Account → Profile Page (billing information, contact details).
- Any changes in the Account should be reflected in Salesforce within minutes.
Subscription Creation (Requires custom fields setup)
- Subscriptions and any changes to them are automatically synced with Salesforce if the account is connected, regardless of whether the subscription is created via Dashboard or via external self-serve onboarding.
- As soon as there are any changes to the subscription (e.g. new one created / subscription canceled), they should be reflected in Salesforce within minutes.