Install Salesforce

This guide is a detailed checklist that will walk you through, step by step, exactly how to set up the Salesforce integration. When you’re finished, you will be able to use Advanced Billing through Salesforce.

Summary

Feature: Salesforce Integration
You Need: A Salesforce account (Salesforce Developer, Enterprise, and Unlimited plans). Familiarity with Salesforce settings, specifically editing objects.
Code: No
Difficulty: ◉◉◉◉◎

Installation

This step-by-step guide will help with the installation process.

1. Install the application package

Complete these steps to install the package.

Install Advanced Billing application from Salesforce app exchange Help
Assign Permission Sets Help
Add Remote Site Settings for Your Advanced Billing Sites Help
Connecting the integration to an Advanced Billing site Help
Data Validation Report Help

2. Configuring data synchronization options

Set up the synchronization options for the Salesforce integration. Please review the configuration options and make necessary changes before clicking “Turn On Integration”. These settings will determine sync timings as well as what is synced between Advanced Billing and Salesforce.

A few things to note how the sync works. The batch sync setting below will determine when data is pulled by Salesforce from Advanced Billing using our API using the batch job timing setup in configuration. Any changes in Salesforce will immediately be synced over to Advanced Billing.

NOTE: The settings are pre-configured for you, and you can keep defaults. But you do have the option to change settings to meet your workflow needs.

Batch sync timing options. Help
Customer sync options Help
Product Catalog sync options Help
Subscription sync options Help
Transactions sync options Help

3. Enable the integration

This step will enable the integration and start syncing with the Advanced Billing site(s).

Enable Integration Help

4. Configure your Salesforce layouts

The final installation steps are to configure the layouts for your Salesforce - Advanced Billing views by adding the Advanced Billing action buttons and fields which you want to have in your Advanced Billing - Salesforce integration.

The following are recommended steps, but you can decide to add or not add fields and buttons per your workflow requirements.

Setup ‘Account’ Layout Help
Setup ‘Contact’ Layout Help
Setup ‘Product’ Layout Help
Setup ‘Opportunity’ Layout Help
Setup ‘Opportunity Product’ Layout Help
Setup ‘Advanced Billing Subscription’ Layout Help

5. Review your finished installation

Click through your now-installed Salesforce Integration, and make sure everything seems correct. If you've missed something, review steps 1-4 above.

Optional - Enable custom offer signup pages

Custom Offer Signup Page is an externally available offer summary page, that can be shared with the customer for secured self-signup. The custom offer page can be accessed from Opportunity > Subscription Preview > "Generate Signup Link". Set up Custom Offer Signup Pages.

Optional - Set up CPQ

These steps are required if you plan on enabling CPQ functionality in Salesforce. Once completed you will find new options in your quote configuration screen that will allow you to add subscriptions to the quote. Set up CPQ.