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Smooth quote-to-order process with our Salesforce connector

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.

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.

How it Works

Step 1

Connect Salesforce & Younium

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

Step 2

Sync Accounts & Opportunities

Automatically sync customer accounts and closed opportunities between Salesforce and Younium to keep both platforms aligned.

Step 3

Configure Legal Entities

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

Step 4

Use the Younium App

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

control2Success Center

Detailed guides for all Younium uses.

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code2Developer Portal

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

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