API/Integrations/Salesforce
Salesforce
Integration Guide

Generate Receipts from Salesforce

Generate professional receipt images when Salesforce opportunities close or orders are placed. Enterprise-grade receipt automation for sales-driven organizations.

Key Features

Opportunity Triggers

Generate receipts when opportunities close won.

Order Integration

Create receipts for Salesforce CPQ orders.

Account & Contact Data

Pull customer details from Salesforce records.

Activity Logging

Log receipt generation as Salesforce activities.

What You Get

Professional Receipt Images

  • Thermal POS style: Authentic dot-matrix fonts, paper textures, and realistic thermal print appearance
  • Modern clean style: Professional layouts for digital documentation
  • Customizable: Add logos, adjust colors, custom fields and layouts

Hosted Receipt URLs

  • Public URLs: Each receipt is hosted and accessible via unique URL
  • Embed anywhere: Perfect for emails, dashboards, expense reports
  • 30-90 day storage: Receipts hosted based on your plan tier

Use Cases

1

Closed Won Deals

Auto-generate receipts when sales close deals.

2

CPQ Orders

Create receipts for Configure-Price-Quote orders.

3

Subscription Renewals

Generate receipts for renewal opportunities.

4

Professional Services

Receipts for services sold through Salesforce.

How to Connect

1

Connect Salesforce

Link via Zapier, Make, or Salesforce APIs.

2

Configure Triggers

Set triggers for Closed Won or Order Activated.

3

Map Object Data

Transform Salesforce data into receipt format.

💡

Pro Tip: Use the Visual Builder

Don't write JSON from scratch! Design your receipt visually in our receipt generator, then click "API Payload" to copy the exact JSON structure. Use that payload as your template—just swap in dynamic data (amounts, dates, customer names).

Try Visual Builder →

API Quick Reference

# Generate a receipt

POST https://www.easyreceiptmaker.com/api/v1/receipts

# Headers

Authorization: Bearer erm_sk_your_api_key

Content-Type: application/json

# Response

{
  "success": true,
  "url": "https://receipts.easyreceiptmaker.com/api/abc123.png",
  "expires_at": "2025-01-05T00:00:00.000Z"
}

Other Integrations

Ready to integrate?

Get your API key and start generating receipts with Salesforce in minutes.