Salesforce

Ari integrates with Salesforce to access opportunity, account, contact, and order information. If your organization uses Salesforce instead of (or alongside) HubSpot, Ari can leverage Salesforce data to provide sales context for billing and AR workflows.

What Ari Can Access

Ari has read access to your Salesforce data:

How Ari Uses Salesforce Data

Similar to HubSpot integration, when you ask Ari to create an invoice or gather customer info, Ari enriches the request with Salesforce data:

You request action

@Ari Create an invoice for Global Systems Inc

Ari queries Salesforce and Stripe

From Salesforce:

Account details and billing address
Associated opportunities and their amounts
Order history and current orders
Contact names and roles

From Stripe:

Customer ID and subscription status
Invoice history and payments
Active billing records

Ari presents combined view

Customer: Global Systems Inc

Salesforce Account:
• Account ID: 0013000001OAJL
• Billing Address: San Francisco, CA
• Primary Contact: [email protected]

Open Opportunities:
• Renewal: $75,000 (Expected Close: Mar 31, 2024)
• Expansion: $25,000 (Expected Close: Feb 28, 2024)

Recent Orders:
• Order #SO-2024-001: $12,500 (Placed Jan 15, 2024)
• Order #SO-2024-002: $8,000 (Placed Jan 20, 2024)

Stripe Profile:
• MRR: $10,000
• Lifetime Value: $125,000

Ready to create invoice?

Create invoice from opportunity or order

@Ari Create an invoice from the expansion opportunity for Global Systems

→ Ari creates invoice with:
  • Amount from opportunity ($25,000)
  • Billing address from account
  • Contact from opportunity
  • Proper line items based on opportunity products

Real-World Use Cases

Invoice from Opportunity

@Ari Create an invoice for the renewal opportunity with Global Systems Inc

→ Ari shows:
  Opportunity: Global Systems Inc - Annual Renewal
  Amount: $75,000
  Products: Platform License, Support & Maintenance
  
  [Create Invoice] [Modify] [Cancel]

Invoice from Order

@Ari Create an invoice from Salesforce order SO-2024-001

→ Ari creates invoice with:
  • Order line items
  • Order amount
  • Associated account billing details
  • Expected delivery date as reference

Look Up Account Billing Info

@Ari What's the billing address for Global Systems in Salesforce?

→ Ari responds:
Account: Global Systems Inc
Billing Address:
  123 Market Street
  San Francisco, CA 94103
  USA

Billing Contact: [email protected] (VP of Operations)

Find All Open Orders for a Customer

@Ari Show me all open orders for Global Systems in Salesforce

→ Ari lists:
  1. Order #SO-2024-001: $12,500 (Jan 15, 2024) - Not Invoiced
  2. Order #SO-2024-002: $8,000 (Jan 20, 2024) - Not Invoiced
  
  Total to Invoice: $20,500
  
  Would you like me to create invoices for these orders?

Key Integration Features

Opportunity-based invoicing

Create invoices directly from Salesforce opportunities. Ari pulls the amount, products, and expected close date to populate the invoice.

Order fulfillment tracking

See which orders have been invoiced and which are pending. Ari helps you match invoices to orders.

Account billing context

Automatically populate billing addresses and primary contacts from Salesforce account records.

Contact role awareness

Ari knows the role of each contact (Payer, Decision Maker, etc.) and sends invoices to the right person.

Multi-opportunity tracking

For accounts with multiple open opportunities, Ari helps you track which invoices correspond to which opportunities.

Salesforce vs HubSpot

If you use both systems, here’s how Ari handles them:

Feature	Salesforce	HubSpot
Best for	Enterprise deals and opportunities	SMB deals with less process overhead
Invoicing approach	Invoice from opportunities or orders	Invoice from deals
Contact roles	Supports detailed role hierarchy	Basic contact association
Order tracking	Native orders and fulfillment	Deal line items only
Ari uses	Data from Salesforce when available	Falls back to HubSpot if Salesforce unavailable

If you have both Salesforce and HubSpot connected, you can ask Ari which system to reference: “@Ari Create an invoice using the Salesforce opportunity” or “@Ari Create an invoice using the HubSpot deal”.

Common Questions

Ari has read-only access to Salesforce. Ari cannot create opportunities, update orders, or modify account information. To make changes in Salesforce, update those records directly in Salesforce.

Can I invoice from multiple Salesforce records at once?

Not in a single invoice, but Ari can create multiple invoices:

@Ari Create invoices for all open orders with Global Systems Inc

→ Ari creates separate invoices for each order

What if the opportunity amount doesn’t match what I want to invoice?

You can override it:

@Ari Create an invoice for the Global Systems expansion opportunity, 
but change the amount to $30,000 instead of $25,000

→ Ari shows approval screen with the updated amount

How does Ari know which contact to send the invoice to?

Ari prioritizes:

Contact with “Payer” role in the opportunity
Primary contact on the account
Contact you’ve set as the default billing contact

You can always specify a different contact when requesting the invoice.

Connecting Salesforce to Ari

To set up Salesforce integration with Ari through LedgerUp:

Navigate to LedgerUp Settings → Integrations
Click Connect Salesforce
Log in with your Salesforce credentials
Grant Ari read access to opportunities, accounts, contacts, and orders
Confirm the connection

Once connected, Ari will start enriching requests with Salesforce data automatically.

Next Steps

Start using Salesforce data in your AR workflows:

Playbooks — See examples of opportunity-based invoicing
Stripe Integration — Understand billing fundamentals
HubSpot Integration — Explore HubSpot as an alternative CRM

Meet Ari

Work Together

Playbooks

Manage Ari

Reference

What Ari Can Access

How Ari Uses Salesforce Data

Real-World Use Cases

Invoice from Opportunity

Invoice from Order

Look Up Account Billing Info

Find All Open Orders for a Customer

Key Integration Features

Salesforce vs HubSpot

Common Questions

Can I invoice from multiple Salesforce records at once?

What if the opportunity amount doesn’t match what I want to invoice?

How does Ari know which contact to send the invoice to?

Connecting Salesforce to Ari

Next Steps

​What Ari Can Access

​How Ari Uses Salesforce Data

​Real-World Use Cases

​Invoice from Opportunity

​Invoice from Order

​Look Up Account Billing Info

​Find All Open Orders for a Customer

​Key Integration Features

​Salesforce vs HubSpot

​Common Questions

​Can I invoice from multiple Salesforce records at once?

​What if the opportunity amount doesn’t match what I want to invoice?

​How does Ari know which contact to send the invoice to?

​Connecting Salesforce to Ari

​Next Steps

What Ari Can Access

How Ari Uses Salesforce Data

Real-World Use Cases

Invoice from Opportunity

Invoice from Order

Look Up Account Billing Info

Find All Open Orders for a Customer

Key Integration Features

Salesforce vs HubSpot

Common Questions

Can I invoice from multiple Salesforce records at once?

What if the opportunity amount doesn’t match what I want to invoice?

How does Ari know which contact to send the invoice to?

Connecting Salesforce to Ari

Next Steps