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

The Salesforce Bi-Directional Sync extends the integration beyond Opportunities and Orders by syncing invoice, contract, and customer data from Rillet into Salesforce. This feature provides better visibility and improves operational efficiency across teams.

To Enable the Salesforce Bi-Directional Sync:

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

2. Go to Organization Settings > Integrations.

   
3. Under CRM, select Salesforce > Connected.

   
4. In the Synchronization Settings section, click Edit.

5. Turn on the toggle Sync Invoices, Contracts, and Customers to Salesforce.

6. Click Save.

   
7. Install the Rillet <> Salesforce Managed Package by following the steps in Salesforce Managed Package Integration Overview.

🧾 Invoice Sync

Rillet syncs invoice data into Salesforce as a custom object called Rillet Invoice.

Fields included in Invoice Sync:

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 contract data into Salesforce as a custom object called Rillet Contract.

Fields included in Contract Sync:

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 customer data into Salesforce as a custom object called Rillet Customer.

Fields included in Customer Sync:

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

See Also

To learn more about integrating Salesforce with Rillet, review these articles:

• Salesforce Integration

• Salesforce Managed Package Integration Overview

• How to Enable API Access in Salesforce

• Informing Your Customers of a System Change