Salesforce Integration

If you use Salesforce to manage your sales pipelines, you can connect your account with Rillet and let our platform turn your opportunities into contracts. This article will explain both how to set up the initial integration with Salesforce and how to review contracts created from Salesforce opportunities in Rillet.

To Connecting Salesforce with Rillet

There are two ways to access the Salesforce integration:

1. Launchpad: Access the Salesforce integration through the Browse Integration section from the Launchpad.

   
2. Organization Settings

   1. Click your company logo in the lower-left corner of the screen.

   2. Go to Organization Settings > Integrations.

   
3. Under CRM, select Salesforce > Not Connected.

   
4. Click Connect to begin the integration process.

   
5. You will be directed to the Salesforce login page. Enter your credentials and log in.

   
6. Enter the Required Information for Synchronization Settings:

   1. Sync Data from: Specify the date you want to start syncing opportunities. All opportunities with a close date on or after this date will be synced automatically into Rillet.

   2. Default Product for imported Opportunities: Select a product that will be the default if you do not use opportunity line items. This product is just a fallback for opportunities without line items.

   3. Custom Salesforce field name for opportunity start date (Optional): This field represents the start date of the contract term. It is not a standard field in Salesforce, but adding it can automate contract setup in Rillet.

   4. Custom Salesforce field name for opportunity end date (Optional): Similar to the start date.

7. Click Save to complete the integration setup.

   

To locate your salesforce custom field names, In Salesforce, navigate to Set Up > Objects & Fields > Object Manager. Then select Opportunity, navigate to Fields and Relationships and then view the related fields.

Once you've completed these inputs, Click Save and you're ready to go!

Syncing Salesforce Accounts, Products and Opps

• Salesforce Accounts = Rillet Customers

• Salesforce Products = Rillet Products

• Salesforce Opportunities = Rillet Contracts

• Salesforce Opportunity Line Items = Rillet Contract Line Items

Customers and Products will only be created in Rillet when they are associated to a Closed Won opp. Salesforce opps will automatically sync into Rillet once they have a status of Closed Won.

Managing Salesforce Contracts in Rillet

When your opportunities sync into Rillet, they’ll appear as Contracts to be reviewed in your main Rillet launchpad under the Workflow Snapshot section.

You’ll need to review each Salesforce contract individually before they can be confirmed as Rillet contracts. Click on the Contracts to be reviewed to begin reviewing them.

You’ll be taken to a new screen with a list of all your contracts to be reviewed. Note that each contract is labeled Pending Review (Salesforce) in the far right column.

Click on a contract to open it. You’ll need to follow the same steps you’d take to create a contract from scratch, except information will be auto-filled based on what was pulled from Salesforce. Simply follow the steps to confirm the contract and make any necessary changes.

If you don't already know the steps to add a contract, read this article: 📄 Adding Contracts to Rillet

Once you’ve reviewed your Salesforce synced contract and confirmed the information is correct, it will appear in your list of contracts and will no longer be labeled as Pending Review. You’ll need to follow these same steps with each contract synced from Salesforce into Rillet. This is to help you ensure all information is retained correctly during the syncing process.

FAQ