Salesforce

🐕‍🦺 Setup guide

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

🚧
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

Log into your Zenskar account.
Go to Settings > Connectors > Salesforce and click on Connect button.
Complete the authentication using your Salesforce credentials.

Fig. 3: Select sync type and modules — Fig. 2: Select sync type and modules

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.

📖
Syncing customers
The customer object in Zenskar is synced with the standard contact object in Salesforce. A contact in Salesforce needs a first name and last name. For example, when exporting a Zenksar customer named John Doe Amazing to Salesforce, Salesforce treats John as the first name and Doe Amazing is treated as the last name.
You must ensure that all customers in Zenskar have both a first name and a last name. Else, Salesforce will use the first name as the last name.

Object mapping

Customer object in Zenskar maps to contact object in Salesforce

Customer object in Zenskar is directly mapped to contact standard object in Salesforce. The field mapping of a customer object in Zenskar and a contact object in Salesforce is shown in the following table :

Customer object field in Zenskar	Contact object field in Salesforce	Notes
customer_name	FirstName LastName	`customer_name` is split into `FirstName` and `LastName` with space as delimiter.
email	Email
phone	Phone
address.line1 address.line2 address.line3	MailingStreet	`address.line1`, `address.line2` , and `address.line3` are concatenated into `MailingStreet`
address.city	MailingCity
address.state	MailingState
address.postal_code	MailingPostalCode

Invoice object in Zenskar maps to invoice object in Salesforce

🚧
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 label	Field name	Data type
Amount Due	amount_due__c	Number(16,2)
Approved At	approved_at__c	Date/Time
Created By	CreatedById	Lookup(User)
Currency	currency__c	Text(4)
Customer Id	customer_id__c	Lookup(Contact)
Due Date	due_date__c	Date
Invoice Date	invoice_date__c	Date
Invoice Numer	invoice_number__c	Texr(255)
Invoice Total	invoice_total__c	Number(16,2)
invoice_number	Name	Auto Number
Last Modified By	LastModifiedById	Lookup(User)
Owner	OwnerId	Lookup(User,Group)
Paid At	paid_at__c	Date/Time
Period Begin date	period_begin_date__c	Date

Invoice line items object fields:

Field label	Field name	Data type
Created By	CreatedById	Lookup(User)
Discount	discount__c	Percent(3,15)
Last Modified By	LastModifiedbyId	Lookup(User)
Name	name__c	Text(255)
Price	price__c	Number(16,2)
Quantity	quantity__c	Number(16,2)
Tax	tax__c	Number(16,2)
Total	total__c	Number(16,2)
Z Invoice Line Item ID	Name	Auto Number
Z_Invoice	Z_Invoice__c	Master-Detail(Z_Invoice)