![Logo|250](int-sflogo.png)

## Connect to Salesforce

Salesforce Outbound Messages allows you to send your data from Salesforce into
your ChargeOver account!

For example, with Salesforce Outbound Messages, you can have a new customer
automatically created in ChargeOver every time you create an account in
Salesforce, or have a subscription automatically created in ChargeOver everytime
you win an opportunity in Salesforce.

So, how do you get ChargeOver connected to Salesforce Outbound Messages? First,
you will need to retrieve your
[Salesforce Organization ID.](http://help.salesforce.com/articleView?id=000006019&language=en_US&type=1)
You will also need your ChargeOver Endpoint URL.

### Find Your ChargeOver Endpoint URL

1. Go to your **Settings** and select ==Integrations== then ==More
   Integrations==

![](./2021-02-25-12-30-16-kyw.png)

2. Use the search bar at the top of the page and search **"Salesforce"** then
   select the Salesforce Outbound Messaging option

![](./2021-02-25-12-34-53-dow.png)

3. Enter your Salesforce Organization ID and choose how your fields in
   Salesforce will be mapped to fields in ChargeOver

4. ==Save Settings== in ChargeOver

![](./2021-02-25-12-36-04-2n4.png)

5. Now, copy the ChargeOver Endpoint URL in ChargeOver and login to your
   Salesforce account.

6. Paste the ChargeOver URL Endpoint into the Endpoint URL field of your
   [Outbound Message](http://help.salesforce.com/articleView?id=workflow_managing_outbound_messages.htm&type=5)
   in Salesforce.

![](./08021e88-e162-4686-b512-6b20eb263e49-tgo.jpg)

7. Save your Outbound Message in Salesforce that you entered the ChargeOver
   Endpoint URL in for

- Make sure that you specify a
  [Workflow Rule](http://help.salesforce.com/articleView?id=workflow_rules_new.htm&type=5)
  in Salesforce that specifies when the Outbound Message should be sent to
  ChargeOver. Additionally, make sure that the workflow rule is active

![](./ae69e8d6-e3dc-4a67-a2a3-253cef58bc50-oyo.jpg)

Your ChargeOver account is now connected to Salesforce outbound messages!

### Set up Workflow Rule in SalesForce

Setting up a workflow rule will allow the outbound messages to send where you
want them to go.

1. Search for Workflow Rules in the search bar

![](./workflow-search-bn4.jpg)

2. Click ==Continue==. Then create a ==New Rule==

3. Make sure to select ==Opportunity== from the dropdown menu. Then select
   ==Next==

![](./opportunity-rule-uts.jpg)

4. After you select your Rule Criteria and Evaluation Criteria, you will have
   finished your rule.

The finished product should look something like this:

![](./finished-rule-gi4.jpg)

5. Be default, this workflow rule is inactive. Make sure to click **\[Activate\]
   ![](./activate-weq.jpg)**

Once it is activated you will see a checkmark next to the label **"Active"**

![](./activate-check-tdq.jpg)

You will now have successfully set up a workflow rule.

### Mapping Fields in ChargeOver

Before mapping, you need to have created products in ChargeOver (CO)

1. When you are creating products, it is super important to add an External Key

![](./external-key-z44.jpg)

This will help you recognize and search for the product in SalesForce (SF).

:::note

External Key can be found by clicking "More Options" underneath the # of cycles
to skip/Tax fields.

:::

2. After your products are created, go to SF and click the dotted square to the
   left of the **"Service"** label. Click ==View All== Then select ==Products==

![](./mapping-in-sf-o4w.jpg)

You will then be able to create a product in SF. What matters here is that the
**Product Code should match the External Key in CO.**

![](./product-code-4ls.jpg)

Now your products in CO and SF should be mapped to each other.