SpacePe + Salesforce.

Enterprise CRM meets enterprise financial operations. Opportunity-to-cash automation for large sales teams.

How It Works

1

Install SpacePe Salesforce package

2

Map Accounts and Opportunities

3

Invoices created from Opportunities

4

Payment status synced to SFDC

5

Financial reports in Salesforce

What You Get

βœ“Opportunity-to-cash flow
βœ“Enterprise-grade sync
βœ“Custom objects for finance
βœ“Salesforce reports + finance
βœ“Multi-entity support

Key Capabilities

πŸ’Ό

Opportunity-to-Cash

Closed opportunities auto-generate invoices. Full quote-to-cash in one flow.

βš™οΈ

Custom Objects

SpacePe financial data as Salesforce custom objects - query, report, automate.

🏒

Multi-Entity

Handle invoicing across multiple legal entities mapped to Salesforce business units.

πŸ“Š

SFDC Reports

Build Salesforce reports combining CRM pipeline with actual payment data.

Set up Salesforce integration

Get Started β†’