> ## Documentation Index > Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt > Use this file to discover all available pages before exploring further. # Salesforce > How Ari uses Salesforce data for CRM-driven accounts receivable 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: View opportunity details, amount, stage, close date, and line items Look up account information, billing address, and associated contacts Access contact details, roles, email, and communication history View orders, order line items, amounts, and fulfillment status ## 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: ``` @Ari Create an invoice for Global Systems Inc ``` **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 ``` Customer: Global Systems Inc Salesforce Account: • Account ID: 0013000001OAJL • Billing Address: San Francisco, CA • Primary Contact: michael@globalsys.com 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? ``` ``` @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: michael@globalsys.com (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 Create invoices directly from Salesforce opportunities. Ari pulls the amount, products, and expected close date to populate the invoice. See which orders have been invoiced and which are pending. Ari helps you match invoices to orders. Automatically populate billing addresses and primary contacts from Salesforce account records. Ari knows the role of each contact (Payer, Decision Maker, etc.) and sends invoices to the right person. 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: 1. Contact with "Payer" role in the opportunity 2. Primary contact on the account 3. 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: 1. Navigate to **LedgerUp Settings** → **Integrations** 2. Click **Connect Salesforce** 3. Log in with your Salesforce credentials 4. Grant Ari read access to opportunities, accounts, contacts, and orders 5. Confirm the connection Once connected, Ari will start enriching requests with Salesforce data automatically. ## Next Steps Start using Salesforce data in your AR workflows: 1. **[Playbooks](/ari/playbooks/invoicing)** — See examples of opportunity-based invoicing 2. **[Stripe Integration](/ari/integrations/stripe)** — Understand billing fundamentals 3. **[HubSpot Integration](/ari/integrations/hubspot)** — Explore HubSpot as an alternative CRM