How To: Custom Objects Sync with Salesforce

Ensure that you have connected the Salesforce integration prior to starting.

1. Install the Measure Package in Salesforce

Install the package that enables Salesforce custom objects.

Select Install for All Users.

Click Install. Please note that the installation process can take a few minutes to complete.

Refer to Salesforce's documentation for more information on installing packages.

Once the package is installed, search for "Tabs" in your Salesforce settings.

Click New in the Custom Object Tabs section.

Select Measure Invoices from the dropdown.

Choose your preferred tab style and click Next, then Save.

Repeat the process to create a tab for Measure Subscriptions.

These tabs make Measure custom objects accessible and visible in your Salesforce account.

In the Measure Salesforce integrations card, ensure that the CRM toggle is enabled.

In the CRM Custom Object Settings card, toggle on:

You should see a success message confirming the custom objects are enabled.

Create a test subscription in Measure to verify the integration is working.

In Salesforce, search for "Measure Subscriptions" in the app launcher to see all subscriptions pushed from Measure.

Search for "Measure Invoices" to view invoices generated from your subscriptions.

Once configured, Measure will automatically push subscription details, subscription updates, and invoices to Salesforce.