SALESFORCE

Automate Your Quote-to-Subscription Flow

Automatically synchronize customer account data between Salesforce and Younium, and create subscriptions in Younium from Salesforce opportunities.

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Key Features & Benefits

Customer Account Synchronization

Easily synchronize customer accounts from Salesforce to Younium for seamless management.

 

Closed Opportunity Sync

Transfer new deals and change orders from Salesforce to Younium, keeping all opportunities up-to-date.

Manual Renewals Management

Effortlessly manage and track subscription renewals directly from Salesforce to Younium.

Subscription Cancellations

Cancel subscriptions in Younium directly from Salesforce, ensuring data accuracy across systems.

Subscription Data Synchronization

Sync subscription data from Younium to Salesforce for a consistent view of your operations.

Invoice Data Sync

Transfer invoice data from Younium to Salesforce for enhanced financial tracking and reporting.

 

  • About

  • Why it Stands out

  • How it Works

About

Built for complex B2B SaaS and subscription-driven companies, the connector automates critical handoffs between CRM and financial operations, eliminating manual work and data discrepancies that slow down growth. 

The connector seamlessly syncs accounts, opportunities, and subscription data, giving sales teams a complete and accurate financial picture without leaving Salesforce. It automatically generates subscriptions, invoices, and key metrics like MRR and ARR, reducing friction between departments and shortening the quote-to-cash cycle.

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Why it Stands out

Seamless User Experience
Easily integrate Salesforce with Younium through a straightforward setup that empowers your teams to focus on what matters most.

Real-Time Data Sync
Sync customer, subscription, and financial data in real-time to eliminate manual work and boost productivity with automatic syncing of closed opportunities and subscription data.

Comprehensive Reporting
Gain a 360-degree view of your business with comprehensive reports, driving improved decision-making across teams.

 

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How it Works

1. Connect Salesforce & Younium
Install the Salesforce package, create a connected app, and set up remote site settings and named credentials for seamless integration

2. Sync Accounts & Opportunities
Automatically sync customer accounts and closed opportunities between Salesforce and Younium to keep both platforms aligned.

3. Configure Legal Entities
Link Salesforce Legal Entities to Younium by setting up the appropriate fields and IDs.

4. Use the Younium App
Start quickly with Younium’s pre-built app, featuring ready-to-use fields and layouts within Salesforce.

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Salesforce Synchronization

Automate Salesforce–Younium workflows for seamless account and subscription synchronization.

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Success Center

Detailed guides for all Younium uses. 

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Developer Portal

Technical documentation for our REST API along with guides, articles, and release notes.

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