Salesforce

Turn a closed opportunity into a subscription, and show live billing state on the account.

Occurly owns the subscription, the catalog, the invoice and the dunning ladder. Salesforce keeps doing its own job, and the two stay in step without an export.

Connected from Settings, with credentials scoped to Salesforce alone
Two-way where it should be, one-way where two-way would fight you
Every sync is logged and replayable, per entity and per cycle
Sandbox first, so you can watch a full cycle before it touches production

Setting this up, or need something it does not do yet? Talk to us