Overview

Overview

Salesbricks allows you to connect with your Salesforce org so you can:

• Create a new Order in Salesbricks
• Sync metadata from the Salesbricks Order to an associated Opportunity in Salesforce
• Sync metadata from the Salesbricks Customer to an associated Account in Salesforce
• Establish a repeatable process for future agreements between you and your customer

In order to successfully integrate Salesforce in Salesbricks, you will need to:

• Connect your Salesforce instance to Salesbricks
• Create the fields in Salesforce needed to host the Salesbricks data
• Map the Order fields in Salesbricks to the Opportunity fields you created in Salesforce
• Map the Customer fields in Salesbricks to the Account fields you created in Salesforce
• Test a Salesbricks Order with a test Salesforce Opportunity, and confirm the data is flowing properly

Setup Salesforce Custom Fields

In Salesforce, you can either use existing fields or create custom fields to store the Salesbricks data. Here’s how to review and set up fields:

1. Navigate to Setup:

   • Click the gear icon in the top right corner
   • Select “Setup”

2. Review and Create Fields:

   • In the left sidebar, go to “Object Manager”
   • Search for and select either “Opportunity” or “Account”
   • In the left sidebar, click “Fields & Relationships”
   • Review existing fields to see if they match your needs
   • If needed, click “New” to create custom fields

3. Field Types Available:

   • Text fields (e.g., Name, Legal Name)
   • Currency fields (e.g., Total Contract Value, Expected Renewal Value)
   • Picklist fields (e.g., Status with options: Active, Inactive, Terminated)
   • Date fields (e.g., Customer Since Date, Next Renewal Date)

You can use existing fields that match your needs or create new ones. Refer to the field mapping section below to determine which fields you need and their appropriate data types.

For detailed instructions on creating and managing fields, see the Salesforce Fields Documentation.

Connect Salesforce in Salesbricks

1. Connect Salesforce

In Salesbricks, go to Settings -> Integrations and click on Salesforce.

If this is your first time connecting Salesforce to Salesbricks, a modal will appear prompting you to connect your Salesforce account. Click “Connect.”

2. Select Integration Level

After you log in to Salesforce, you will return to Salesbricks where the next screen allows you to select the integration level between your Salesbricks and Salesforce accounts (“Basic” is selected by default).

Select your integration level and click “Next.”

3. Map Order Fields

Map the fields you would like to push from Salesbricks Orders to Salesforce Opportunities.

Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following field out of the gate:

Map Salesbricks Order Grand Total to your Salesforce Opportunity field Salesbricks Grand Total.

To map additional fields, you can reference our docs on Salesbricks fields for Salesforce.

Click “Save.”

4. Map Customer Fields

Next, map the fields you would like to push from Salesbricks Customers to Salesforce Accounts.

Click the “Add a field” button to add new rows, or the X icon on the right side of a row to delete it.

We recommend mapping the following fields out of the gate:

• Map Salesbricks Customer Name to your Salesforce Account field Name

To map additional fields, you can reference our docs on Salesbricks fields for Salesforce.

Click “Save.”

5. Test the Integration

1. Create a test Opportunity in Salesforce

   In Salesforce, create a new Opportunity and save it.

2. Create a new Order in Salesbricks

   In Salesbricks, create a new Order.

   
3. Link the Order to Salesforce

   In the CRM Account field, search for the Account associated with the Opportunity you created in Salesforce. Once you find the correct account, the CRM Opportunity field will be populated with all Opportunities associated with that company.

   
4. Verify the sync

   After you save the Order, go to Salesforce and verify that the details from the Order were pushed from Salesbricks to the Salesforce Opportunity and Account.

   Each time the Salesbricks Order is updated, the updates will be synced to the Salesforce Opportunity and Account.

Field Mapping

Salesbricks Order Fields

When connecting Salesbricks to your CRM, map the following Order–level fields to align data between the two systems effectively:

Field	Definition
self_service	Indicates whether the order was placed via a self-service channel.
stage	Represents the current phase or status of the order, indicating progression through your pipeline.
id	A unique identifier for the order within Salesbricks, used for consistent reference across platforms.
subscription_id	The identifier for the Salesforce subscription associated with the order.
agreement_number	The index of the order within the subscription.
order_type	Specifies the type of order (e.g., standard, renewal, upgrade, recast) for categorization.
created_at	The timestamp marking when the order was created in Salesbricks.
updated_at	The timestamp for the last update to the order, providing insight into its most recent activity.
starts_at	Indicates when the order begins.
ends_at	The expected end date of the order, marking its termination unless renewed.
closed_at	The timestamp marking when the order was closed.
point_of_contact_email	The email address of the main user or contact associated with the order.
primary_user	The full name of the main user or contact associated with the order, typically the primary point of contact.
metadata	An open field for additional data, custom attributes, or notes specific to the order.
billing_schedule	The frequency or schedule for billing, such as monthly, quarterly, or annually.
payment_terms_text	x = payment_terms_number_of_days. If x is 0, returns “Due on receipt.” Otherwise, returns “Net x” (e.g., “Net 30”).
owner_name	The name of the account owner managing the order.
owner_email	The email address of the account owner managing the order.
accounts_payable_emails	Email addresses responsible for processing payments on the buyer’s side.
arr	The Annual Recurring Revenue associated with the order, reflecting yearly revenue from subscriptions or ongoing contracts.
contract_value	The total value of the contract over its entire duration.
duration	The length of the contract or order term, measured in months.
auto_renews	Indicates if the order will automatically renew upon expiration.
buyer_name	The name of the company purchasing the order.
currency_iso_code	The ISO currency code (e.g., USD, EUR) used in the order.
buyer_legal_name	The official legal name of the buying company.
total_committed_current_spend	The total contract value of the customer’s current active agreement.
total_expected_renewal_spend	The forecasted total contract value of the customer’s next renewal agreement.

Salesbricks Customer Fields

When connecting Salesbricks to your CRM, map the following Customer–level fields to align data between the two systems effectively:

Field	Definition
name	Customer name.
legal_name	Customer legal name.
status	Refers to the current customer’s status. A customer is ACTIVE if they have at least one active subscription. If the only active subscription is scheduled for termination, the status is updated to TERMINATING. If the last active subscription has terminated, the status is updated to TERMINATED. Options: Active, Terminating, Terminated, Order Needed, Scheduled, Open Order If the customer has multiple active subscriptions, the status will continue to read ACTIVE unless all subscriptions are terminating / terminated.
customer_since_date	First subscription’s start date.
next_renewal_date	Active subscription’s next renewal date. If there are multiple active subscriptions, gets the subscription with the earliest end date. For example: Subscription A - Mar 1, 2024 - March 1, 2025, Subscription B - March 1, 2024 - April 1, 2024. Next renewal date is April 2, 2024.
termination_date	If all customer subscriptions have been terminated, returns the termination date of the last subscription terminated.
churn_notes	Notes from the last terminated subscription.
total_committed_current_spend	Sum of subscription_grand_total of all subscriptions.
total_expected_renewal_spend	Sum of renewal_value of all subscriptions.
primary_user	Primary user full name of the recently closed/updated order.
product_name	Product name of the recently closed/updated order.
total_arr	Total ARR of the recently closed/updated order.
auto_renews	Whether the recently closed/updated order auto renews. Options: Yes, No.
duration	Number of months of the last closed/updated order.
billing_frequency	Billing frequency of the last closed/updated order. Options: Monthly, Quarterly, Semi-annually, Annually, All upfront.
brick_a	All brick names will be available for mapping and can be mapped to any CRM field. The value will be the total quantity/entitlements for the mapped brick. For example: If you sell licenses and have “Starter Seat”, “Professional Seat”, “Enterprise Seat”, and “Viewer Seat” as bricks in your plans, you can map these to custom fields in your CRM to track total quantities.
brick_b	Additional brick field for mapping to CRM custom fields.

Salesbricks Brick Fields

When connecting Salesbricks to your CRM, map the following Brick–level fields to align data between the two systems effectively:

Field	Definition
id	A unique identifier for the brick within Salesbricks, used for consistent reference across platforms.
name	The displayed name of the brick on the order line.
summary	A punch description of the brick that appears in the order builder.
code	Your internal SKU code for this offering.
cogs	The cost of goods sold.
sku_type	Denotes the type of brick being sold. Options: Software, Service.
sku_schedule	The type of billing schedule associated with the brick. Options: Subscription, One-time, Milestone, Usage.
custom_unit_text	Your custom unit of measurement for the brick.

Salesbricks Order Brick Fields

When connecting Salesbricks to your CRM, map the following Order Brick–level fields to align line item data between the two systems effectively:

Field	Definition
name	The displayed name of the brick on the order line (uses the brick’s custom name if set, otherwise the default brick name).
quantity	The quantity for this brick on the order. For usage SKUs this is the pre-commitment amount (or 1 if none is set); for other SKUs it is the ordered quantity (or the quantity delta when configured).
opportunity_id	The CRM opportunity identifier linked to the order that this brick belongs to (e.g. Salesforce Opportunity.Id).
pricebook_entry_id	The CRM price book entry ID associated with this brick and currency (e.g. Salesforce PricebookEntry.Id), used to tie the line item to the correct price book entry.
product_id	The CRM product ID mapped to this brick in the given currency (e.g. Salesforce Product2.Id).
sub_total	The line item value before any discounts are applied, in the order currency (0 when revenue schedule sync is enabled).
total_discount	The total discounts applied to this brick, including line-level and contract-level discounts (e.g. sales, one-time, duration, and contract/buyout discounts), in the order currency.
grand_total	The final total value for this brick after all discounts are applied, in the order currency (0 when revenue schedule sync is enabled).
effective_unit_price	The effective price per unit for this brick. By default this is the net price per unit after discounts; when discount-line-item mode is enabled it becomes the gross unit price before discounts.
effective_unit_price_without_discount	The weighted average unit price before any discounts, after tiers are applied (i.e. pure list price per unit for this brick).
first_year_unit_price	An annualized unit price representing only the first year’s revenue for this brick, derived by slicing the total contract value into a year-one equivalent (ignores ramping).
annual_unit_price	The annualized unit price per unit excluding contract-level discount (buyout), but including line-item discounts, normalized to a 12-month period.
annual_unit_price_net_contract_discount	The annualized unit price per unit including all discounts, both line-item and contract-level (i.e. “net of buyout”), normalized to a 12-month period.
duration_months	The total duration of the order that this brick belongs to, measured in whole months.
duration_days	The total duration of the order in days, inclusive of both the start and end dates.

Resources

Field Definitions

View the complete list of Salesbricks fields, data types, and definitions for Salesforce integration.

Order Builder Guide

Learn how to navigate and use the Order Builder effectively.

If you have any questions or concerns, feel free to reach out to the Salesbricks Support team via your Slack Connect channel.