Which Salesforce objects sync?

Opportunities, contracts, and accounts, mapped to Rivane customers and revenue schedules.

Do amendments update revenue?

Yes. Changes to a contract in Salesforce reallocate remaining revenue in Rivane.

Does the Salesforce integration cost extra?

No. Data connectors are included in every Rivane plan, with unlimited users.

CRM & Revenue

Salesforce-Integration

The Salesforce integration brings closed-won opportunities, contracts, and accounts from Salesforce into Rivane in real time, where each contract generates an ASC 606 revenue recognition schedule automatically. Contract amendments flow through and reallocate the remaining revenue, so sales and finance work from the same contract data. Data flows one way, from Salesforce to Rivane.

Demo anfordern

Salesforce-Datensätze fließen ins Hauptbuch, abgeglichen und bereit zur Prüfung.

Was synchronisiert wird

Opportunities

Closed-won deals and amounts

Contracts

Terms, start/end dates, products

Accounts

Customer records for linking

Wo Salesforce-Daten in Rivane landen

Daten	Wo sie in Rivane landen
Closed-won opportunities	Deal amounts linked to Rivane customers
Contracts	Revenue schedules built from terms, start and end dates, and products
Contract amendments	Remaining revenue reallocated on the existing schedule
Accounts	Rivane customer records

Ein typischer Ablauf

A rep marks a multi-year deal closed-won. The contract syncs to Rivane and a recognition schedule is built from its terms. When the customer changes the contract mid-term, the amendment syncs, the remaining revenue is reallocated, and the change stays traceable to the contract.

Wichtige Funktionen

Contract-driven rev rec

Closed-won contracts generate recognition schedules automatically.

Amendment sync

Contract changes flow through and reallocate revenue.

One source of truth

Sales and finance work from the same contract data.

Häufige Fragen

Salesforce mit Rivane verbinden

Sehen Sie die Integration live und wie sie in Ihren Abschluss passt.