Salesforce
Turn closed-won deals into revenue-ready contracts the moment they close. Salesforce and DualEntry, finally on the same page.
Overview
Your sales team closes the deal in Salesforce. Your finance team picks it up in DualEntry. With our Salesforce integration, that handoff happens automatically. No spreadsheets, no copy-paste, no missed line items.
The moment an opportunity reaches your "ready to bill" stage, it lands in DualEntry as a draft contract; complete with the right customer, the right products, and the right performance obligations. Sales keeps selling. Finance keeps closing. And revenue recognition stays in lockstep with what's actually happening in your pipeline.
Products
Accounts (Companies)
Contacts
Opportunities
Opportunity Line Items
Data synced
The integration syncs the following data types:
Active Salesforce products become DualEntry items, complete with SKU, description, and GL account assignments.
Company accounts sync as customers with website, phone, and billing address. Shipping details are kept on file for reference.
Contacts attached to synced accounts come over as individual customers with email, phone, and mailing address.
Opportunities at your chosen stage become draft contracts, with the right customer, close date, and currency already filled in.
Each line item becomes a performance obligation on the contract — with quantity, unit price, service date, and recognition strategy ready to go.
Key Features
- Closed-won, contract-ready
Opportunities at your chosen stage flow straight into DualEntry as draft contracts, with line items mapped to performance obligations and ready for review.
- Customers without the clutter
Salesforce Accounts become company customers and Contacts become individual customers only when they're tied to deals you actually care about. Person Accounts are auto-detected and handled cleanly.
- Your product catalog, in sync
Active Salesforce products show up in DualEntry as items with the right SKU, description, and GL coding; income, expense, and deferred revenue accounts assigned automatically.
- Revenue recognition done right
Line items become structured performance obligations with quantity, pricing, and service dates intact. ASC 606 friendly, audit-ready, and built for finance teams who don't have time to clean up after sales.
- Always fresh, never noisy
Incremental sync means we only pull what's changed. Edit a line item in Salesforce and the parent contract in DualEntry catches up on the next run.
- Connect once, trust forever
Secure OAuth authentication with token refresh, no shared passwords, no brittle exports. Set it up in minutes.
FAQ
No, Salesforce is the source of truth for sales, and DualEntry is the source of truth for the books. Business records flow one way: Salesforce → DualEntry. Your sales team's workflow stays exactly where it is.
Only the ones you want. You pick the Salesforce opportunity stage that means "ready for contract creation" whether that's closed-won, signed, or whatever your team uses, then we sync from there.
Handled. We detect whether your org uses Person Accounts and filter them out of the Account sync automatically, so you won't see duplicates.
Sync runs on a schedule, and only pulls records that have changed since the last run, so it stays fast even as your CRM grows. Edit a line item in Salesforce and the connected contract updates on the next sync.
No, they arrive as drafts. Your finance team reviews and activates them as part of your normal contract workflow, so nothing posts to the books without a human sign-off.
Yes. We connect through Salesforce's official OAuth flow with token refresh, no shared credentials or manual exports. All data is encrypted in transit, and DualEntry is GAAP/IFRS-compliant.
