AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Salesforce Revenue Cloud, Billing | Finance Logging Connector

Transaction Detail Integration Framework

Overview

Integrate financial transaction details from Revenue Cloud into your ERP in a flexible, predictable, and scalable fashion. Leverage the Flows in this connector to consolidate all your billing transactions in one single data object - Finance Transactions.

1 of 5

  • Finance Logging Connector is a customizable framework built on Salesforce Flows. You can consolidate all your financial transaction details generated by Salesforce Billing, part of Salesforce Revenue Cloud, into the Finance Transactions object.

  • This NO CODE connector uses configurable FLOWS to perform transaction logging. System Admins can easily modify the flow elements to capture new data, details, or transaction level information to meet the business’ evolving needs.

  • Configuration and Data Mapping are a breeze.

This connector is designed to synchronize Salesforce Billing details into a single Finance Transaction object, providing a simplified and consolidated view of your financial activity. From there, your ERP can consume the transaction level data from the Finance Transactions object for purposes of financial reporting and revenue recognition. This single source of truth optimizes data management and greatly improves the efficiency and effectiveness of your data integration. As a matter of definition: The Finance Transactions object holds details about every financial action performed against each financial record. Finance Balance Snapshots show details on the state of a financial record's values following an action such as posting an invoice or allocating a payment to an invoice line. Snapshot data includes invoice amounts, open balances, A/R aging, bad debt, and other configurable values using current and historical data.

Categories

Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code

More from Salesforce Labs

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds