Integration with Salesforce is available on the Team and Corporate plans. This integration will allow you to:
- Centrally manage users
- Tag expenses with Salesforce Accounts
- Tag expenses with Salesforce Opportunities (Corporate plan only)
Connect Expensify and Salesforce
First, create an Expensify account if you do not have one already. Then, upgrade that Expensify account to the Team or Corporate plan. Note: This integration is only available to those on the Professional edition of Salesforce or higher. This is because the Contact Manager and Group editions of Salesforce do not allow API access to other programs.
Visit the Expensify Salesforce application page in AppExchange and click Get It Now. You may need to contact your Salesforce administrator in order to be able to do this.
Choose Install in Production and follow the installation steps.
Once installed, add the Expenses tab to your Salesforce application.
Once it has been added, open the Expenses tab and go to Expensify Settings > Policies > [Policy Name] > Connections and click “Connect to Salesforce”.
Once connected, click sync. You will have the option to sync both users and tags.
Your users from Salesforce will now be added to your policy in Expensify and will be able to use the integration.
Using the Salesforce Integration
If tags are synced, all Accounts will be pulled into Expensify from Salesforce and available for users as tags.
If tags are synced, all Accounts and Opportunities will be pulled into Expensify from Salesforce and available for users as tags.
Do you use FinancialForce as well? Learn about our direct FinancialForce integration.