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Accounting and finance ⇄ CRM

Rillet to Salesforce integration — real-time, two-way sync

Keep Rillet and Salesforce in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Migrated from Mulesoft
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Why teams connect Rillet and Salesforce

Sync customers, invoices, and payment status between Rillet and Salesforce in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Salesforce knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.

Stacksync links Invoice Payment, Charge, Reimbursement, Custom Field in Rillet to Custom Objects, Accounts, Contacts, Leads in Salesforce with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.

Common use cases

  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • Sync AR and collection status back to customer success tools ahead of renewals.
  • Write product usage metrics computed in a warehouse onto Account and Contact fields so reps see adoption signals on the record.
  • Trigger provisioning or billing changes in an operational database when an Opportunity moves to closed-won.

Billing detail changes flow back

When a contact or address is corrected in Salesforce, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Salesforce when chasing a balance, and sales sees that the chase is happening.

Where Salesforce tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

What you can sync between Rillet and Salesforce

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Rillet objects Salesforce objects
Reimbursement Synced with incremental and full sync per the Stacksync docs. Campaigns Marketing membership data; read out for attribution analysis in the warehouse.
Custom Field Synced with incremental and full sync per the Stacksync docs. Tasks and Events Activity records; usually read-only in syncs to feed activity reporting.
Account Synced with incremental and full sync per the Stacksync docs. Products and Price Books Catalog and pricing data; commonly mastered in an ERP and written into Salesforce.
Customer Synced with incremental and full sync per the Stacksync docs. Custom Objects Org-specific tables with the __c suffix; discoverable via describe metadata so field mappings can be generated.
Vendor Synced with incremental and full sync per the Stacksync docs. Accounts Company records that anchor most syncs; typically mapped to customer tables in a database or ERP.
Invoice Synced with incremental and full sync per the Stacksync docs. Contacts People linked to Accounts; synced two-way with marketing, support, and warehouse person records.
What ships with Rillet ⇄ Salesforce

Connect Rillet and Salesforce for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–Salesforce connection.

Real-time

Two-way sync

Changes in Rillet or Salesforce instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or Salesforce data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Rillet or Salesforce record.

Observability

Monitoring

Track your Rillet ⇄ Salesforce sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and Salesforce.

How the Rillet and Salesforce connectors work

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide

Salesforce

Integration surface
REST, SOAP, and Bulk APIs
Authentication
OAuth login via a Salesforce user (browser-based authorization flow); requires "API Enabled" permission for polling mode, plus "Author Apex" and "Customize Application" OR "Modify All Data" for trigger mode
Change detection
Apex triggers are used whenever possible (Salesforce actively notifies Stacksync via an Apex trigger + callout class + remote site setting)
Capabilities
read · write · CDC
Rate limits
Daily API request allocations vary by edition and license count.
Salesforce setup guide
How it works

How to connect Rillet to Salesforce — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Rillet and Salesforce with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rillet connected
    Salesforce connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and Salesforce objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rillet ⇄ Salesforce
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rillet Salesforce
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rillet and Salesforce integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Rillet and Salesforce.

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