Salesforce Bi-Directional Sync: Invoices, Contracts, and Customers

This feature enables bi-directional data synchronization between Rillet and Salesforce, extending the current integration which only syncs Salesforce Opportunity and Order data into Rillet. With this feature, Rillet syncs key, invoice, contract, and customer data back into Salesforce, providing better visibility and operational efficiency across teams.

Getting Started

To get started, you will need to enable the SF two way sync within your Salesforce settings in Rillet and then follow the instructions here to set up the Salesforce managed package: Installing Rillet <> Salesforce Managed Package for 2-way sync

🧾 Invoice Sync

Rillet syncs the following invoice data to Salesforce into a custom object called a Rillet Invoice.

Field Name	Type	Required?	API name	SF type
Salesforce Account	Reference	Required	Salesforce_Account__c	Lookup
Invoice Number	String	Required	Invoice_Number__c	Text
Invoice Date	Date	Required	Invoice_Date__c	Date
Invoice Due Date	Date	Required	Invoice_Due_Date__c	Date
Status	Enumerated value, see below	Required	Status__c	Picklist
Total Amount	Amount	Required	Total_Amount__c	Currency
Amount Due	Amount	Required	Amount_Due__c	Currency
Currency	Currency	Required	CurrencyIsoCode	Picklist
Rillet Customer	Reference	Required	Rillet_Customer__c	Lookup
Rillet Contract	Reference	Required	Rillet_Contract__c	Lookup
Rillet URL	URL	Required	Rillet_Invoice_URL__c	URL
Rillet ID	String	Required	Rillet_Invoice_ID__c	Text
Rillet Invoice Name	Auto Number	Auto Number	Name	Auto Number

📄 Contract Sync

Rillet syncs the following contact data to Salesforce into a custom object called a Rillet Contract.

Field Name	Type	Required?	API name	SF type
Salesforce Opportunity	Reference	Optional	Salesforce_Opportunity__c	Lookup
Salesforce Account	Reference	Required	Salesforce_Account__c	Lookup
Start Date	Date	Required	Start_Date__c	Date
End Date	Date	Optional	End_Date__c	Date
Rillet Customer	Reference	Required	Rillet_Customer__c	Lookup
Rillet URL	URL	Required	Rillet_Contract_URL__c	URL
Rillet ID	String	Required	Rillet_Contract_ID__c	Text
Committed ARR	Amount	Optional	Committed__ARR__c	Currency
Committed MRR	Amount	Optional	Committed_MRR__c	Currency
Currency	Currency	Optional	CurrencyIsoCode	Picklist
Rillet Contract Name	Auto Number	Auto Field	Name	Auto Number

👥 Customer Sync

Rillet syncs the following customer data to Salesforce into a custom object called a Rillet Customer.

Field Name	Type	Required?	SF type
Salesforce Account	Reference	Required	Lookup
Rillet URL	URL	Required	URL
Rillet ID	String	Required	Text
Current ARR	Amount	Optional	Currency
Current MRR	Amount	Optional	Currency
Current Committed ARR	Amount	Optional	Currency
Current Committed MRR	Amount	Optional	Currency
Currency	Currency	Optional	Picklist
Rillet Customer Name	Auto Number	Auto Field	Auto Number