Integração com Salesforce
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.
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Onde os dados do Salesforce entram na Rivane
| Dados | Onde chegam na Rivane |
|---|---|
| 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 |
Um fluxo de trabalho típico
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.
Principais recursos
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.
Perguntas frequentes
Páginas relacionadas
Conectar Salesforce à Rivane
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