Install Salesforce

Set up the Salesforce integration end to end, so your team can work with Advanced Billing subscriptions, products, and transactions without leaving Salesforce. Each step below links to the full instructions for that step, so use this page as the running checklist and follow the links when you need the detail.

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Before you start

Feature

Understand the Salesforce Integration for Advanced Billing

You Need

A Salesforce account on the Developer, Enterprise, or Unlimited plan. Familiarity with Salesforce settings, specifically editing objects.

Code

No

Difficulty

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Install the application package

Work through these five steps in order. Each one links to its full instructions.

1. Install the Advanced Billing application from the Salesforce AppExchange. See Install the Salesforce package.
2. Assign permission sets. See Assign permission sets.
3. Add Remote Site Settings for your Advanced Billing sites. See Add Remote Site Settings for your Advanced Billing sites.
4. Connect the integration to an Advanced Billing site. See Connect the integration to an Advanced Billing site.
5. Run a Data Validation Report. See Run a Data Validation Report.

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Configure data synchronization options

These settings determine sync timing and what moves between Advanced Billing and Salesforce. Review them and make any changes you need before you turn the integration on.

The two directions behave differently. The batch sync setting determines when Salesforce pulls data from Advanced Billing through the API, on the batch job timing you configure. Changes made in Salesforce sync to Advanced Billing immediately.

Important: The settings come pre-configured, and the defaults work for most sites. Change them only where your workflow needs something different.

1. Batch sync timing. The Schedule Batch setting controls how often Salesforce pulls changed Advanced Billing data, and lives with the Customer settings. See Configure Customer sync settings.
2. Customer sync options. See Configure Customer sync settings.
3. Product catalog sync options. See Configure Product sync settings.
4. Subscription sync options. See Configure Subscription sync settings.
5. Transaction sync options. See Configure Transaction sync settings.
6. Opportunity settings. See Configure Opportunity settings.

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Enable the integration

Turning the integration on starts the sync with your Advanced Billing Sites. See Enable the integration.

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Configure your Salesforce layouts

The final installation steps add the Advanced Billing action buttons and fields to your Salesforce views, so the integration is usable from the records your team already works in. These layouts are recommended rather than required, so add or skip fields and buttons to suit your workflow.

1. Set up the Account layout. See Set up the Account layout.
2. Set up the Contact layout. See Set up the Contact layout.
3. Set up the Product layout. See Set up the Product layout.
4. Set up the Opportunity layout. See Set up the Opportunity layout.
5. Set up the Opportunity Product layout. See Set up the Opportunity Product layout.
6. Set up the Advanced Billing Subscription layout. See Set up the Advanced Billing Subscription layout.

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Review your finished installation

Click through the installed Salesforce integration and confirm everything looks right. If something is missing, go back through the steps above to find the one that was skipped.

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Optional configuration

Neither of these is required to run the integration. Add them if they fit how your team sells.

Enable custom offer signup pages

A custom offer signup page is an externally available offer summary page you can share with a Customer for secure self-signup. Reach it from Opportunity > Subscription Preview > Generate Signup Link. See Configure Custom Offer Signup Pages.

Set up CPQ

Set up CPQ if you plan to enable CPQ functionality in Salesforce. Once it is set up, your quote configuration screen gains options for adding subscriptions to a quote. See Configure Salesforce CPQ for Advanced Billing.