{
  "schemaVersion": "1.0",
  "item": {
    "slug": "salesforce",
    "name": "Salesforce",
    "category": "sales-and-marketing",
    "description": "Salesforce customers can review invoices and credit memos in the Your Account app and download invoice PDFs from the invoice detail page.",
    "status": "researched",
    "website": "https://www.salesforce.com/",
    "invoiceHelpUrl": "https://help.salesforce.com/s/articleView?id=users_your_account_pay_invoices.htm&language=en_US&type=5",
    "accessMethods": [
      "vendor_portal",
      "email_forward",
      "manual_upload"
    ],
    "authentication": {
      "oauth": false,
      "apiToken": false,
      "browserSession": true,
      "requiredRole": "A user assigned Manage Billing or Manage Subscriptions in Your Account permissions"
    },
    "capabilities": {
      "accountDiscovery": {
        "supported": false
      },
      "billingHistory": {
        "supported": true,
        "notes": "The Salesforce Invoices page supports list views and invoice history."
      },
      "invoiceMetadata": {
        "supported": true,
        "notes": "Invoice detail is available by selecting an invoice number."
      },
      "invoicePdf": {
        "supported": true,
        "notes": "Invoice detail provides Download Invoice."
      },
      "creditNotes": {
        "supported": true,
        "notes": "The Your Account app exposes invoices and credit memos."
      },
      "lineItems": {
        "supported": true
      },
      "usage": {
        "supported": "unknown"
      },
      "subscriptions": {
        "supported": true,
        "notes": "Your Account covers billing and subscription management."
      },
      "paymentMethod": {
        "supported": "unknown"
      }
    },
    "billing": {
      "cadence": [
        "contract dependent"
      ],
      "invoiceLocation": "Your Account app > Go To Invoices, or Billing > View/Download Invoices.",
      "emailedAutomatically": "unknown",
      "currencies": [],
      "documentTypes": [
        "invoice",
        "credit memo"
      ]
    },
    "billproof": {
      "retrieval": "partial",
      "normalization": "partial",
      "transactionMatching": "partial",
      "connectionAvailable": false,
      "limitations": [
        "No direct Salesforce billing connection is available in Billproof.",
        "Invoice access requires a specific Your Account billing or subscription permission set.",
        "Billing schedules and payment terms vary by customer contract."
      ]
    },
    "normalizedFields": [
      "vendor_name",
      "invoice_number",
      "invoice_date",
      "due_date",
      "billing_period",
      "contract_number",
      "purchase_order_number",
      "line_items",
      "credits",
      "subtotal",
      "tax",
      "total",
      "currency"
    ],
    "commonCardDescriptors": [],
    "guide": {
      "quickAnswer": "Open Salesforce's Your Account app, choose Go To Invoices, select an invoice number, and click Download Invoice for the PDF.",
      "requiredRole": "A user assigned Manage Billing or Manage Subscriptions in Your Account permissions",
      "steps": [
        "Sign in to Salesforce with access to the customer billing account.",
        "Open the Your Account app.",
        "Choose Go To Invoices.",
        "Use the list-view filters to locate the billing period or invoice number.",
        "Select the invoice number to open its details.",
        "Choose Download Invoice and save the PDF with any related credit memo."
      ],
      "historyLocation": "The Salesforce Invoices page in the Your Account app.",
      "missingInvoice": "Confirm the user has the Manage Billing or Manage Subscriptions in Your Account permission set, verify the correct customer account, and check the Billing Portal or contact the Salesforce billing contact if the invoice is not listed.",
      "formats": [
        "PDF invoice",
        "credit memo"
      ],
      "commonProblems": [
        "The user has Salesforce admin access but not the separate Your Account billing permission.",
        "The invoice list is filtered to the wrong view.",
        "The user is viewing a different Salesforce customer account.",
        "A credit memo is not saved alongside the invoice it adjusts."
      ],
      "matchingTips": [
        "Match by invoice number, contract, due date, and total.",
        "Apply credit memos before comparing the net payable amount to a bank payment.",
        "Use the contract's stated billing schedule when a payment date does not align with the service period."
      ]
    },
    "researchedAt": "2026-08-28",
    "lastVerifiedAt": "2026-08-28",
    "sources": [
      {
        "title": "View and Download Invoices",
        "url": "https://help.salesforce.com/s/articleView?id=users_your_account_pay_invoices.htm&language=en_US&type=5",
        "type": "official"
      }
    ],
    "statusLabel": "Billing guide available",
    "cta": "Request this integration",
    "manualGuide": "https://billproof.io/guides/find-salesforce-invoices",
    "urls": {
      "html": "https://billproof.io/integrations/salesforce",
      "json": "https://billproof.io/api/public/vendors/salesforce.json",
      "capabilities": "https://billproof.io/api/public/vendors/salesforce/capabilities.json"
    }
  }
}