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Integrating Zenskar with Salesforce is a two-phase process: install Zenskar’s managed package, then choose how Salesforce opportunities sync to Zenskar as customers and contracts.

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Install the package

Installing Zenskar’s Salesforce package is mandatory and comes first — it sets up the named credentials, custom fields, and object layout that both flow options below depend on.

Install and set up Zenskar's package

Configure API authentication, enable custom fields on Account, Opportunity, Product, and PriceBookEntry, and grant user access.

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Choose how Opportunities sync

Once the package is installed, pick one of the two ways to sync a Closed Won Opportunity to a Zenskar customer and contract.

Use the default Flow

The fastest path: use the Flow included in the package as-is. Best if your Price Book and Opportunity structure already match what Zenskar expects.

Create your own Flow

Build a custom Flow from the package’s Apex Actions and Apex Classes. Best if you need custom mapping logic or a workflow the default Flow doesn’t cover.