Pre-requisites
You must 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
Set up Salesforce
1
First Step
Once logged into the correct environment, go to Settings → Connections → 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 whether to import existing customers into Alguna. For sandbox testing, you may want to skip importing to keep test data isolated.
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.
Usage data and Salesforce ID
As soon as a Salesforce account has been created, Alguna uses the Salesforce ID as an external ID (alias) so any usage data sent to Alguna with that ID is automatically assigned to the original account. That means your application can send events with"account": "<salesforce-account-id>" to POST /events, and can pass the same ID as customer_alias wherever the API takes a customer. To add or read aliases yourself, use Update a customer and Look up a customer ID by alias.
Opportunities and quotes
With the integration connected, thesalesforce_opportunity_changed automation trigger fires on every opportunity change, with stage, stageEntered and changedFields in its payload. Pair it with the CRM actions — create_quote_from_opportunity, update_crm_record, set_opportunity_stage, void_open_quotes_for_opportunity, cancel_renewal_for_lost_opportunity — to run the quote-to-close loop from Salesforce. Ready-made templates for these are in the automation library.