Overview
Salesforce is used within Turnstile as a source of and sync for data during quoting and subscription management. Turnstile helps bridge Salesforce customers, opportunities and contacts into the rest of your quote to cash lifecycle.
Set up
Go to your Settings > Integrations page to set up Salesforce.
Toggle on/off your desired functionality
Accounts
Salesforce Accounts are sourced from Salesforce into Turnstile. They are used to find Opportunities as well as Contacts to associate with a Turnstile quote.
During quoting, the following fields are sourced from Salesforce in order to generate the quote PDF:
Name
BillingStreet
BillingCity
BillingState
BillingPostalCode
BillingCountry
You can also directly create an Account within Salesforce from Turnstile. In the Account creation dialog you'll be prompted to enter a domain, which will be used to auto-populate various Account metadata within Salesforce.
Subscription Management
Salesforce Account records are used to populate the customer's details on Turnstile's Customers view. When you use Salesforce with Turnstile, each Turnstile Customer contains a link to a unique Salesforce Account ID.
Opportunities
Salesforce Opportunities are sourced from Salesforce based on the Account selected. You can create a Opportunity from Turnstile if one doesn't exist.
Opportunity Writeback
When a Turnstile quote is signed by the customer and becomes a subscription, details about that quote are written back to the associated Salesforce Opportunity. These details include:
Opportunity status as "Closed Won"
Opportunity total contract value ("TCV")
Opportunity won date
Contacts
Salesforce Contacts are used in Turnstile's Quoter for signer + optional contact information. In the case of an e-signature order flow, the signer Contact's email address will receive the e-signature request from the e-sign provider.
Contacts are sourced from the Account attached to the quote.
Similar to Accounts and Opportunities, you can create Contacts directly from Turnstile's CPQ and they will be automatically associated with the selected Account and Opportunity.