Salesforce workflows that stay governed from opportunity to cash
Connect Salesforce to governed workflows from opportunity to invoice and cash with stable mapping and traceability.
Salesforce + Sanka: governed workflows from opportunity to cash
Salesforce data is valuable only when it reliably drives downstream operations: orders, invoicing, inventory, and cash. Sanka connects Salesforce records to a governed workflow layer so field mapping, approvals, and audit trails stay consistent.
Bring accounts, contacts, opportunities, and custom objects into a clean operational data model.
Use workflows to import on a schedule and trigger billing and ops actions when events occur.
Add approval gates and audit history so exceptions are reviewable and decisions stay defensible.
What you can connect and standardize
- Connect Salesforce via OAuth in Workspace > Integrations
- Import core CRM objects and map custom fields to Sanka properties
- Keep a stable identifier (for example Opportunity ID) on operational records for safe re-runs
- Trigger workflows from lifecycle events (stage change, order created, payment received)
| Salesforce record | In Sanka | Why it matters |
|---|---|---|
| Account + Contact | Company + Contact | Customer master stays consistent across teams |
| Opportunity | Order workflow trigger | Clean handoff to billing and fulfillment |
| Custom Object | Custom Object (or mapped record) | Support your unique process without spreadsheet glue |
Typical automation patterns
- Opportunity → Order → Invoice: import opportunities into orders, then create invoices with controlled fields and approvals.
- Opportunity → Inventory allocation: reserve stock when a deal is likely to close, with clear exceptions and rollback patterns.
- Controlled exceptions: route discount, payment term, and manual override requests to approvers.
[OK] Opportunity "Acme" updated
-> Importing into Sanka order workflow
-> Drafting invoice INV-2026-1042
[WAIT] Approval required: non-standard payment terms
[OK] Approved by Finance
-> Continuing workflow with audit trail
Integration that stays reliable as your CRM evolves
Salesforce changes over time: new fields, new objects, new rules. Governance keeps automation predictable.
Map Salesforce fields to Sanka properties once, then reuse the mapping across imports and workflows.
Use thresholds and exception rules so high-risk changes get reviewed without slowing everything down.
See failures, retries, and data quality issues early and fix root causes instead of chasing symptoms.
Get started
- Connect Salesforce: authorize access in Workspace > Integrations.
- Map fields: align Salesforce fields to Sanka properties (including required fields for orders and invoices).
- Pilot one workflow: start with Opportunity → Order → Invoice, validate outcomes, then expand.
- Operationalize: define approval gates and monitoring ownership before scaling.
Helpful docs:
