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πŸ•β€πŸ¦Ί Setup guide

This guide will help you connect your Salesforce account with your Zenskar account.

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Prerequisites

You must install the Zenskar app from the Salesforce marketplace. This app will add custom Zenskar objects for invoices and invoice line items on your Salesforce account.

Fig. 1: Zenskar package for Salesforce: install options

Fig. 1: Zenskar package for Salesforce

Integrate Salesforce with Zenskar

  1. Log into your Zenskar account.
  2. Go to Settings > Connectors > Salesforce and click on Connect button.
  3. Complete the authentication using your Salesforce credentials.
Fig. 3: Select sync type and modules

Fig. 2: Select sync type and modules

  1. Enable all the modules you want to sync with Salesforce and proceed.
    • Customers: No additional configuration is required for customer
      sync.
    • Contracts: Coming soon.
    • Invoices: No additional configuration is required for invoice
      sync.

Object mapping

Customer object in Zenskar maps to account object in Salesforce

A customer object in Zenskar is mapped to an account standard object in Salesforce. The field mapping of a customer object in Zenskar and an account object in Salesforce is shown in the following table :

Customer object field in Zenskar Account object field in Salesforce
customer_nameName
phonePhone
address.line1
address.line2
address.line3
MailingStreet
address.cityMailingCity
address.stateMailingState
address.postal_codeMailingPostalCode

Invoice object in Zenskar maps to invoice object in Salesforce

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Note

This section is applicable only if the prerequisite Zenskar app from the Salesforce marketplace mentioned at the beginning of this guide is installed on your Salesforce account.

Once synced, Zenskar's invoice and invoice line item objects appear as custom objects on Salesforce. All the fields available in Zenskar's invoice and invoice line item objects are also available on Salesforce.

Invoice object fields:

Field labelField nameData type
Amount Dueamount_due__cNumber(16,2)
Approved Atapproved_at__cDate/Time
Created ByCreatedByIdLookup(User)
Currencycurrency__cText(4)
Customer Idcustomer_id__cLookup(Contact)
Due Datedue_date__cDate
Invoice Dateinvoice_date__cDate
Invoice Numerinvoice_number__cTexr(255)
Invoice Totalinvoice_total__cNumber(16,2)
invoice_numberNameAuto Number
Last Modified ByLastModifiedByIdLookup(User)
OwnerOwnerIdLookup(User,Group)
Paid Atpaid_at__cDate/Time
Period Begin dateperiod_begin_date__cDate

Invoice line items object fields:

Field labelField nameData type
Created ByCreatedByIdLookup(User)
Discountdiscount__cPercent(3,15)
Last Modified ByLastModifiedbyIdLookup(User)
Namename__cText(255)
Priceprice__cNumber(16,2)
Quantityquantity__cNumber(16,2)
Taxtax__cNumber(16,2)
Totaltotal__cNumber(16,2)
Z Invoice Line Item IDNameAuto Number
Z_InvoiceZ_Invoice__cMaster-Detail(Z_Invoice)