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Salesforce Revenue Cloud, Billing

Finance Logging Connector

By Salesforce Labs

Rating
1.0
Reviews
1
Pricing
Free
Listed since
2022

About Salesforce Revenue Cloud, Billing

Transaction Detail Integration Framework

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.

Highlights

  • 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.

Screenshots and videos

Finance Transaction Record

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Finance Transaction Record

Pricing

Free.

Compatibility

Salesforce editions
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on February 7, 2022
Languages
  • English