Skip to main content

Salesforce Revenue Data Integration

Comments

6 comments

  • Ali Raza

    Branded clothing You can use the Assigned ARR field mapping at the Contract or Contract Line Item level to overwrite the ARR/MRR values.  Please note that if you use Assigned ARR at the Contract level you must also populate the Assigned MRR value.  

    0
  • Ali Raza

    Doncaster Locksmith Do I need to have a product on my Contracts?

    • Contract Imports will fail if Products are not present in ClientSuccess.
    • Can I have the same product on multiple line items?
      • Yes. This is the recommended approach if you charge different amounts for different time periods.  For example, year 1 has a different price than year 2.
    • What happens if I delete a line item or contract in ClientSuccess?
      • To ensure records are not accidentally deleted in Salesforce, deletes in ClientSuccess are NOT pushed to Salesforce.
    0
  • eracmenk

    minecraft jenny Do I need to have a product on my Contracts?

    • Contract Imports will fail if Products are not present in ClientSuccess.
    • Can I have the same product on multiple line items?
      • Yes. This is the recommended approach if you charge different amounts for different time periods.  For example, year 1 has a different price than year 2.
    0
  • alexarafat

    I recently went through this Salesforce Revenue Management Integration while setting up a client project. It’s detailed but definitely worth it once you get the field mappings right. At the same time, I was handling a website design perth project, and honestly, balancing CRM integrations with web development taught me how important clear structure and planning are across any system. If you follow the prerequisites closely, it makes the whole process much smoother!

    0
  • eracmenk

    greggs hash browns You can use the Assigned ARR field mapping at the Contract or Contract Line Item level to overwrite the ARR/MRR values.  Please note that if you use Assigned ARR at the Contract level you must also populate the Assigned MRR value.  

    0
  • filiped santos

    Drift Boss You can use the Assigned ARR field mapping at the Contract or Contract Line Item level to overwrite the ARR/MRR values.  Please note that if you use Assigned ARR at the Contract level you must also populate the Assigned MRR value.  


     

    0

Please sign in to leave a comment.