# Tesorio + Salesforce

Bridge the gap between sales and collections with native Salesforce sync.

Trusted by finance teams at

[Case study](/content/customers/veeva/index.html)

[Case study](/content/customers/gitlab/index.html)

[Case study](/content/customers/couchbase/index.html)

[Case study](/content/customers/discovery-education/index.html)

[Case study](/content/customers/securityscorecard/index.html)

[Case study](/content/customers/wp-engine/index.html)

[Case study](/content/customers/smartsheet/index.html)

[Case study](/content/customers/seismic/index.html)

[Case study](/content/customers/singular/index.html)

## How It Works

### Three steps to get started

1. **Connect**  
Install the Tesorio managed package in Salesforce and authenticate via OAuth. Map your Account, Opportunity, and custom object relationships.

2. **Sync**  
Account info, custom fields, and contacts sync from Salesforce into Tesorio. Customer notes push back to Salesforce. Note: invoice notes do not sync to Salesforce.

3. **Automate**  
Collection workflows trigger based on Salesforce data: account tier, deal size, CSM owner, and renewal dates inform AI agent behavior.

## Capabilities

### What syncs between Tesorio and Salesforce

#### Revenue-to-Cash Visibility
Sales reps see invoice status, payment history, and collection activity directly in Salesforce — no switching between systems to check if a customer has paid.

#### Account Context for Collections
AI agents use Salesforce data (deal size, account tier, renewal date, CSM notes) to personalize collection strategies and escalation paths.

#### Opportunity-to-Invoice Tracking
Track the full lifecycle from closed-won opportunity to invoice to payment. Identify bottlenecks where deals close but cash collection stalls.

#### Custom Object Support
Map Tesorio data to custom Salesforce objects and fields. Build Salesforce reports and dashboards using AR data from Tesorio.

#### Chatter & Task Integration
Collection activity creates Salesforce Tasks and Chatter posts, keeping the entire account team informed about AR status and collection actions.

## Common Scenarios

### How teams use Tesorio with Salesforce

#### Sales-assisted collections
When a strategic account is overdue, the account owner gets notified in Salesforce with full AR context — enabling a warm, relationship-aware follow-up.

#### Renewal risk detection
Flag accounts where payment delays coincide with upcoming renewals, giving sales teams early warning to intervene before churn.

#### Deal-to-cash tracking
Track the full lifecycle from Salesforce opportunity close to cash collection, measuring time-to-cash by deal type, segment, and rep.

#### AR data on account records
Surface invoice status, aging buckets, and collection activity directly on Salesforce Account records for complete visibility.

> “With Tesorio, we finally have accurate cash forecasts we can trust. The AI models learn from our payment patterns and give us visibility we never had before — our CFO checks the dashboard daily.”  
Treasury Director, Director of Treasury, Veeva Systems

## Works With

### Tesorio products powered by Salesforce

[Collections](/content/product/collections/index.html)  
[AR Forecasting](/content/product/forecasting/index.html)  
[Workflows](/content/product/workflows/index.html)

## Setup

### Up and running in weeks, not months
Pre-built connectors and guided setup mean your Salesforce integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

## Better Together

### Works great with

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**NetSuite** \  
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ERP\  
\
Deep, bidirectional sync with Oracle NetSuite for real-time AR visibility.](/content/integrations/netsuite/index.html)

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**Stripe** \  
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Payments\  
\
Reconcile Stripe payments and power your customer payment portal.](/content/integrations/stripe/index.html)

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**Slack** \  
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Notifications\  
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Real-time AR alerts and collection updates delivered to Slack.](/content/integrations/slack/index.html)

## FAQ

### Salesforce Integration
Common questions about connecting Salesforce with Tesorio.

### Does Tesorio require a Salesforce managed package?

### Which Salesforce editions are supported?

### How does Salesforce data improve collections?

### Can our sales team see AR data in Salesforce?

## Ready to connect Salesforce?

$100B+ invoices collected | 90%+ auto-match rate | 33-day avg DSO reduction

See how Tesorio integrates with Salesforce to automate your AR operations.