Does Tesorio require a Salesforce managed package?

The managed package is optional but recommended. It adds custom fields and objects to Salesforce for displaying AR data. Without it, Tesorio still syncs CRM data inbound — you just won't see AR data in Salesforce.

Which Salesforce editions are supported?

Tesorio works with Salesforce Professional, Enterprise, and Unlimited editions. API access is required, which is included in Enterprise and above (and available as an add-on for Professional).

How does Salesforce data improve collections?

Tesorio's AI agents use Salesforce context — account tier, deal size, renewal dates, and relationship history — to personalize collection timing, tone, and escalation. A strategic account gets a different approach than a transactional one.

Can our sales team see AR data in Salesforce?

Yes. With the managed package installed, AR data (invoice status, aging, payment history, collection activity) appears directly on the Salesforce Account and Opportunity records.

CRM

Tesorio + Salesforce

Bridge the gap between sales and collections with native Salesforce sync.

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How It Works

Three steps to get started

Connect

Install the Tesorio managed package in Salesforce and authenticate via OAuth. Map your Account, Opportunity, and custom object relationships.

Sync

Account info, custom fields, and contacts sync from Salesforce into Tesorio. Customer notes push back to Salesforce. Note: invoice notes do not sync to Salesforce.

Automate

Collection workflows trigger based on Salesforce data: account tier, deal size, CSM owner, and renewal dates inform AI agent behavior.

Capabilities

What syncs between Tesorio and Salesforce

Revenue-to-Cash Visibility

Sales reps see invoice status, payment history, and collection activity directly in Salesforce — no switching between systems to check if a customer has paid.

Account Context for Collections

AI agents use Salesforce data (deal size, account tier, renewal date, CSM notes) to personalize collection strategies and escalation paths.

Opportunity-to-Invoice Tracking

Track the full lifecycle from closed-won opportunity to invoice to payment. Identify bottlenecks where deals close but cash collection stalls.

Custom Object Support

Map Tesorio data to custom Salesforce objects and fields. Build Salesforce reports and dashboards using AR data from Tesorio.

Chatter & Task Integration

Collection activity creates Salesforce Tasks and Chatter posts, keeping the entire account team informed about AR status and collection actions.

Common Scenarios

How teams use Tesorio with Salesforce

Sales-assisted collections

When a strategic account is overdue, the account owner gets notified in Salesforce with full AR context — enabling a warm, relationship-aware follow-up.

Renewal risk detection

Flag accounts where payment delays coincide with upcoming renewals, giving sales teams early warning to intervene before churn.

Deal-to-cash tracking

Track the full lifecycle from Salesforce opportunity close to cash collection, measuring time-to-cash by deal type, segment, and rep.

AR data on account records

Surface invoice status, aging buckets, and collection activity directly on Salesforce Account records for complete visibility.

“With Tesorio, we finally have accurate cash forecasts we can trust. The AI models learn from our payment patterns and give us visibility we never had before — our CFO checks the dashboard daily.”

Treasury Director

Director of Treasury, Veeva Systems

Works With

Tesorio products powered by Salesforce

Collections

AR Forecasting

Workflows

Setup

Up and running in weeks, not months

Pre-built connectors and guided setup mean your Salesforce integration is production-ready faster than you'd expect. No consultants, no custom code, no long implementation projects.

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