Salesforce Integration
Crm
Connect your Salesforce CRM with Accounter to create a complete view of your customer relationships, from initial contact through sales and financial transactions. Our integration connects customer, opportunity, and order data with your financial records.
Key Features
Customer account synchronization
Opportunity to invoice tracking
Revenue forecasting integration
Payment status updates to Salesforce
Commission calculation and tracking
Customer financial history in Salesforce
Getting Started
1
Install the Accounter app from Salesforce AppExchange
2
Authorize the connection between systems
3
Configure field mappings
4
Set up synchronization rules
5
Enable desired integration features
What Our Customers Say
"The Salesforce integration has transformed how our sales and finance teams work together. Our sales reps now have visibility into customer financial status, and finance can see the sales pipeline for better cash flow planning."
Maria Garcia
Sales Operations Director, CloudTech Solutions
Frequently Asked Questions
Which Salesforce editions are supported?
Our integration works with Professional, Enterprise, Unlimited, and Performance editions of Salesforce.
Can I customize fields that are synchronized?
Yes, you have full control over which fields are mapped between Salesforce and Accounter.
Does this support Salesforce Communities?
Yes, the integration can provide financial data to customer communities, allowing customers to see invoices and payment status.
Ready to Connect Salesforce with Accounter?
Start using our powerful integration today and transform your financial management.
