Salesforce integration — Sanka back-office products
Connect Salesforce opportunities and customer data to Sanka and run quotes, billing, accounts receivable, inventory, and purchasing. Browse every Sanka product module.
AI + Finance
3Prepare Salesforce journal entries and accounting review in Sanka
Prepare Salesforce-linked journal source data, accounts, tax, departments, payment reconciliation, and month-end review in Sanka.
Run Salesforce revenue recognition and deferred revenue with AI
Give Claude or Codex Salesforce opportunity terms. Sanka prepares deferred revenue balances, recognition schedules, and accounting review.
Salesforce opportunity billing automation with AI
Use Salesforce opportunity data to manage invoice readiness, subscriptions, payment reconciliation, and accounting-ready billing workflows.
AI + Data & Integrations
2Make your Salesforce → HubSpot migration easy — custom APIs and AI workflows
Custom APIs and AI workflows that automate the hard parts of Salesforce → HubSpot migration — data mapping, Apex porting, parallel-run diffing. Back-office completion as a bonus.
Salesforce data cleansing — dedupe, normalize, and sync with AI
Continuously cleanse Salesforce accounts, contacts, and relationships with merge and normalization rules, then write clean records back with an audit trail.
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5Salesforce Revenue Cloud Alternative for CPQ, subscriptions, billing, and RevRec
Keep Salesforce as the CRM and use Sanka for the controlled quote-to-cash work after the opportunity: CPQ, subscriptions, billing, RevRec, and accounting review.
Salesforce x AI x Data workflows for routing, Agentforce, cleansing, and forecasting
Connect Salesforce data to smart routing, Agentforce integration, cleansing, and forecasting workflows with reviewable AI operations.
Salesforce x AI x Finance workflows for revenue operations after opportunity close
Run CPQ, subscriptions, billing, revenue recognition, and accounting review around Salesforce opportunities without forcing finance work into Salesforce.
Salesforce x AI x Procurement workflows for demand, purchasing, stock, margin, and approvals
Use Salesforce opportunity demand to create purchase orders, manage inventory, review margins, and route approvals in Sanka.
Salesforce x AI x Sales workflows for quotes, proposals, AR context, portals, and incentives
Keep Salesforce as the opportunity system while Sanka prepares governed quote, proposal, customer portal, AR, and incentive workflows.