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Lensing.ai for Salesforce.

Turn Salesforce Opportunities into Sales Orders in Lensing.ai

Overview

Lensing.ai for Salesforce automates sales order creation from Salesforce opportunities while keeping products, pricing, and key financial data in sync—giving sales teams complete visibility into subscriptions, invoices, and metrics.

See How Lensing.ai for Salesforce. Works

Product & Pricing Sync – Keep Salesforce updated. Flexible Pricing Models – One-time, recurring, tiered, usage-based, overages. Sales Order Automation – Convert opportunities into sales orders. ERP Insights – Sync key metrics, subscriptions and invoices.

Lensing.ai provides a managed package that seamlessly integrates Salesforce with Lensing.ai ERP, enabling sales teams to automate sales order creation directly from opportunities. This integration syncs products and pricing from Lensing.ai ERP to Salesforce, allowing reps to configure opportunities with flexible pricing models, including one-time, recurring, tiered, usage-based, and commit with overages. When an opportunity is closed, the system automatically generates a corresponding sales order in Lensing.ai ERP—eliminating manual entry and reducing errors. Additionally, the integration syncs key ERP metrics, subscription details, and invoice data back into Salesforce, ensuring sales teams have a complete financial view to support customer decisions, modifications, and renewals.