Overview
The Salesforce connector is an enterprise-grade integration built for scalability, security, and continuous innovation. It is designed as a managed package with modern Salesforce technologies and offers deep synchronization across customer, subscription, product, and financial data
Key Capabilities
- Synchronization of customer accounts from Salesforce to Younium
- Transfer of closed opportunities, including new deals and change orders, from Salesforce to Younium
- Manual renewals and cancellations of subscriptions from Salesforce to Younium
- Synchronization of subscription data from Younium to Salesforce
- Synchronization of invoice data from Younium to Salesforce
- Synchronization of product data from Younium to Salesforce
- Custom mapping of fields between Salesforce and Younium objects
Onboarding
1. Install the Package in Salesforce
Install the latest package version for Salesforce: paste this link after the .com in your Salesforce URL to come to the installation page
V0.27
/packaging/installPackage.apexp?p0=04tQy000000XDphIAG
2. Assign the Younium Permission Set
- Navigate to Setup → Permission Sets
- Locate Younium Admin
- Assign it to your Salesforce user
3. Generate Credentials in Younium
- Log in to Younium as an administrator
- Go to Privacy & Security → Personal Tokens
- Generate a token and copy the Client ID and Secret Key
4. Authenticate to Younium from Salesforce
- Open the Younium app in Salesforce
- Configure environment details (Sandbox/Production, EU/US)
- Click Update Credentials, enter the Client ID & Secret Key
- Verify with Get Legal Entities
Data Synchronization
Objects synced between Salesforce and Younium:
- Salesforce → Younium: Accounts, Opportunities, Opportunity Products
- Younium → Salesforce: Orders with products and metrics, Products, Pricebook Entries, Invoices
Sync Jobs
All synchronization jobs run directly in Salesforce and are logged in Salesforce
- Run manually: From Younium App → Settings → Sync Jobs (full or delta)
- Schedule: Add jobs from the Schedule tab
- Monitor: Review logs in Previous Jobs tab
Custom Field Mapping
- Configure in Settings → Field Mapping
- You can map Salesforce fields both to Younium standard field and to custom fields in Younium
- Custom mappings override default mappings
Field Mapping Overview
Accounts (Salesforce → Younium)
| Younium Field | Salesforce Field (API Name) | Notes |
| Name | Name (Name) | Synced directly |
| Currency | Account Currency (CurrencyISOCode) | |
| Our Reference | – | Custom mapping required |
| Your Reference | – | Custom mapping required |
| Invoice Email | – | Custom mapping required |
| External CRM Id | Account ID (Id) | Cannot be custom mapped |
Opportunities (Salesforce → Younium)
| Younium Field | Salesforce Field (API Name) | Notes |
| Status | – | Manual mapping |
| Effective Start Date | ynm__Effective_Start_Date__c | |
| Effective Change Date | ynm__Effective_Change_Date__c | Renewal-specific |
| Order Date | Close Date (CloseDate) | |
| Initial Term (Months) | ynm__Initial_Term__c | Only for New |
| Renewal Term (Months) | ynm__Renewal_Term__c | Only for Change |
| Currency | Opportunity Currency (CurrencyISOCode) |
Invoices (Younium → Salesforce)
| Younium Field | Salesforce Field (API Name) | Notes |
| Invoice Number | Name (Name) | Not manually mappable |
| Id | ynm__External_Id__c | External reference |
| Currency | Currency ISO Code (CurrencyISOCode) | |
| Total Amount | ynm__Total_Amount__c | |
| Status | ynm__Status__c | |
| Invoice Date | ynm__Invoice_Date__c | |
| Due Date | ynm__Due_Date__c |
Orders (Younium → Salesforce)
| Younium Field | Salesforce Field (API Name) | Notes |
| Order Number | Name (Name) | Not manually mappable |
| Currency | Currency ISO Code (CurrencyISOCode) | |
| Order Type | ynm__Order_Type__c | |
| Effective Start Date | ynm__Effective_Start_Date__c | |
| Effective End Date | ynm__Effective_End_Date__c | |
| Status | ynm__Status__c |
Products & Charges (Younium → Salesforce)
| Younium Field | Salesforce Field (API Name) | Notes |
| Product Name | Name (Name) | |
| Charge Type | ynm__Charge_Type__c | |
| Model | ynm__Model__c | |
| Billing Period | ynm__Billing_Period__c | |
| Billing Timing | ynm__Billing_Timing__c |
Documentation on our Gen 1 Salesforce integration can be found here
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