Connecting upstream sales data with Rocketlane gives delivery teams immediate visibility into financial targets. By mapping Salesforce opportunities, line items, or automation tools like Workato to project and budget-level fields, teams can move from sales to delivery without manual data entry.

Multi-budgets can be aligned with upstream sales data.

Common patterns include:

• A Salesforce Opportunity or Sales Order creates a project in Rocketlane.
• Opportunity line items or Sales Order line items map to budgets under that project.

Field sync can map Salesforce fields to:

• Project-level fields
• Budget-level fields

Map Salesforce fields to budget fields

To map Salesforce fields to Rocketlane budget fields:

1. Go to Settings > Integrations.
2. Open the Salesforce integration.

3. On the Fields sync tab, select Budget from the Objects sidebar.

4. If no Budget mappings exist, click Add a Salesforce object. In the Salesforce object selector, select Budget, then click Ok.

5. Under the Salesforce column, click Add a field and select each Salesforce field you want to map. For example, add Budget Name and Last Modified Date.
6. In the Rocketlane column, select the corresponding Rocketlane budget field for each Salesforce field to establish the mappings.

Automation platforms such as Workato can be used to:

• Create budgets based on line items.
• Keep sales and delivery financials in sync.

Create and retrieve multi-budgets with Workato

A Workato recipe can use Rocketlane’s Create Financials Budget and Search Project Financials Budget actions to create a budget and retrieve the budgets associated with a project.

The Rocketlane connector for Workato includes two actions for working with multi-budgets:

Add the required action to your Workato recipe and select your active Rocketlane connection.

To create a budget, select Create Financials Budget and configure the financial details based on the project’s requirements.

To retrieve the budgets associated with a project, select Search Project Financials Budget and use Project ID as the search parameter.