Salesforce

The Salesforce integration keeps accounts, contacts and subscriptions in step between Salesforce and Alguna, and lets Alguna quotes and opportunities drive each other: a subscription’s status, value and renewal date are written to custom fields on the Salesforce Account, opportunity changes can trigger automations that mint quotes, and a signed quote can close the opportunity. Use it when Salesforce is where deals are worked and Alguna is where they are priced, signed and billed. Per-object sync direction and conflict rules are configured in External sync, and which Alguna values are written onto opportunities and other Salesforce records is set in CRM field mapping; the objects involved are described in How Alguna works.

​

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

​

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, the salesforce_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.

​

CRM settings

Go to Settings → Connections → Integrations → CRM and open the Settings tab. You can also click Configure next to Salesforce on the Integrations page. Click Save CRM Settings to apply your changes.

​

How quotes and opportunities are linked

A quote can be linked to one opportunity, and an opportunity can have several quotes. One linked quote is the opportunity’s primary quote, and it’s the quote Alguna writes back onto the opportunity:

• The first quote linked to an opportunity becomes primary
• You can make another quote primary with Pin as primary on the quote’s CRM card in Alguna
• When a quote is signed, it always becomes primary, even if you pinned a different one, and Alguna updates the opportunity straight away
• If you unlink the primary quote and exactly one other quote is still linked, that one becomes primary

The CRM card on a quote in Alguna also has Open in CRM, Change, Unlink, and Sync now.

​

What Alguna writes to the opportunity

Alguna writes the fields you’ve mapped onto the opportunity, such as MRR, ARR, TCV, contract dates, and signer. Choose them under Field mappings. See CRM field mapping for every field, formulas, and how to map Accounts, Contracts, and custom objects. The opportunity is updated whenever its primary quote changes, when the quote’s subscription changes while the quote is a draft, pending approval, or sent, and when the quote is signed. Alguna only writes to opportunities that already have a linked quote. The status line on the quote’s CRM card shows Synced · 5m ago, Not yet synced, or Sync failed with the reason, and failed syncs are retried automatically.

​

Automation templates

The Automations tab on the CRM settings page lists your CRM automations. Click Add from template to start from one of these:

​

Disconnect

Please send a request to support@alguna.io for any disconnections. This is to make sure that we can safely follow the disconnection process without any impact on your existing data.