Salesforce CRM

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Object mapping

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I. Integration configuration

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Install Salesforce CRM Package

To gain premium access to our Salesforce Package application, please don’t hesitate to contact us. You can initiate the installation process by clicking on the provided link, which will direct you to the installation page where you can follow step-by-step instructions for a seamless integration. If you have any questions or need assistance during the installation, our dedicated support team is here to help you every step of the way.

To ensure a successful installation, please follow these steps:

1. We recommend selecting the “Install for all users” option;
2. Click on the “Install” button;
3. Make sure to check the box to grant access to these third-party websites; and
4. Once completed, you’ll have successfully installed the Lago Salesforce App.

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Webhook config: sync real-time data

After installation in Salesforce CRM, set up a webhook URL in Salesforce to receive real-time data from Lago. This involves configuring a new “Site” in Salesforce’s setup section. Note that the four main actions described below should be performed by a Salesforce Admin and is only required during the initial setup.

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Establish and finalize connection

Option 1: Configure a standard API Base URL To establish a connection between your Lago instance and the Salesforce Package, follow these steps:

1. Access Salesforce and locate the App Launcher;
2. Find and open the Lago app you recently installed;
3. Within the Lago Base Configuration tab:

• Provide your Lago API Key (located in Lago’s Developer Section)
• Enter your Lago API base URL. Do not insert the api/v1 at the end of the URL. By default, the valid URL is https://api.getlago.com/. If you want to change the API base URL to another one (e.g., https://api.eu.getlago.com/ or a custom self-hosted one), please follow option 2.
• Enter lago app URL (Front End Base URL). By default, the valid URL is https://app.getlago.com/ (it will be different for self-hosted).

4. “Save and validate” your connection; and

• If the Lago API Key is valid then only Start Data Sync button will be enabled.

5. Click the “Start Data Sync” to finalize the connection between Lago and Salesforce.

Option 2: Configure a custom API Base URL If you use your own Lago API base URL (self-hosting) or one for a different server instance, you can customize it directly in Salesforce:

1. Navigate to Salesforce’s Setup;
2. Search for and select Remote Site Settings;
3. Find and access the remote site for the Lago App;
4. Click the Edit button to modify the remote site’s details;
5. Update the Remote Site URL with your preferred URL; and
6. Save the changes.

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II. Sync data from Lago to Salesforce

If your webhook endpoint is configured correctly, your billing data will flow seamlessly in real-time.

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Sync customers to Salesforce

To synchronize Lago Customer data with Salesforce Accounts (native object), ensure that your Salesforce Account is created first, and that the Lago Customer’s external_salesforce_id is explicitly populated.

1. Begin by creating a new Account in Salesforce or accessing an existing one;
2. Next, create a customer in Lago and populate the external_salesforce_id field for a Lago Customer with the Salesforce Account Id; and
3. Finally, your Salesforce Account and Lago Customer are synchronized!

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Sync subscriptions to Salesforce

Whenever a subscription is created for a Lago Customer, the subscription details will be automatically synced in real-time with Salesforce using the Lago Subscriptions custom object.

Here is a list of Subscription fields that are automatically synced. Note that this subcription is automatically linked to a Salesforce Account:

• Subscription Id;
• Subscription Name;
• Subscription Start Date;
• Subscription Status;
• Subscription Termination Date (synced when the subscription is terminated);
• Subscription Billing Time (either calendar or anniversary); and
• Plan Code.

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Sync invoices to Salesforce

Whenever an invoice is issued for a Lago Customer, the invoice details will be automatically synced in real-time with Salesforce using the Lago Invoices custom object.

Here is a list of Subscription fields that are automatically synced:

• Invoices Number;
• Invoice Payment Status;
• Invoice Type (subscription or one-off);
• Invoice Issuing Date;
• Invoice Amount;
• Invoice File Url; and
• Invoice Currency.

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Sync credit notes to Salesforce

Whenever a credit note is issued for a Lago Invoice, the credit note details will be automatically synced in real-time with Salesforce using the Lago CreditNotes custom object.

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Sync Plans, Add-Ons to Salesforce

Plans and Add-ons are synced to Salesforce when we initially click on Start Data Sync from Lago Base Configuration page.

• Plans are synced to Lago Plans object and Product2 standard object. We also create a price book entry for all the products in Standard Price Book price book
• Add-Ons are synced to Lago Add-Ons object and Product2 standard object. We also create a price book entry for all the products in Standard Price Book price book.

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Schedule Sync from Lago To Salesforce

We also provide option to schedule the data sync from Lago to Salesforce.

• LagoSyncScheduleable — a schedulable class which helps us schedule either all the data or any one of them.
• To schedule the sync of any ONE of the object:
  • Create a new instance of class by passing any one of the following string: CUSTOMER, SUBSCRIPTION, PLAN, ADDON, INVOICE, CREDITNOTE
    • Ex: To sync Plans from lago to Salesforce everyday at 1PM, execute below anonymous code in Anonymous window in Developer Console. (click here to learn more about CRON expression)

      //Create a new instance. Pass 'PLAN' in brackets.
      lago.LagoSyncScheduleable syncPlan = new lago.LagoSyncScheduleable('PLAN');
      //CRON expression to schedule a job everyday at 1 PM
      String schedule_cron = '0 0 13 * * ?';
      //schedule(name, cron_expression, class_instance)
      System.schedule('Sync Lago Plan', schedule_cron, syncPlan);
      

• To schedule the sync of ALL the objects:
  • create a new instance of class by passing true
    • Ex: To sync all objects from lago to Salesforce everyday at 1PM, execute below anonymous code in Anonymous window in Developer Console. (click here to learn more about CRON expression)

      //Create a new instance. Pass true in brackets.
      lago.LagoSyncScheduleable syncAll = new lago.LagoSyncScheduleable(true);
      //CRON expression to schedule a job everyday at 1 PM
      String schedule_cron = '0 0 13 * * ?';
      //schedule(name, cron_expression, class_instance)
      System.schedule('Sync Lago all', schedule_cron, syncAll);
      

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III. Actions from Salesforce to Lago

Beyond just syncing data from Lago to Salesforce, you can also initiate actions in Lago directly from Salesforce. You can leverage Salesforce Flows to execute actions in Lago. Lago provides several customizable templates for creating customers from Salesforce Accounts, directly assigning subscriptions to customers from Salesforce, creating one-off invoice from salesforce.

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Create customers

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Flow: Lago Template - Create Customer in Lago on Account Create

To create a customer in Lago upon the creation of a Salesforce Account, utilize the Flow template provided by Lago.

1. Log into your Salesforce instance;
2. Access the Setup section via the settings wheel icon in Salesforce;
3. Find and select Flows under Process Automation in the sidebar;
4. Locate and open the Lago Template - Create Customer in Lago on Account Create;
5. Click ‘Save As’ to create and save your own version of the template; and
6. Do not forget to click the Activate button to activate your flow.

You have the flexibility to modify various aspects of this flow, including the trigger conditions and field mappings. By default, the action is initiated when a Lago ID is absent. Additionally, you can customize how fields are mapped from your Salesforce instance to Lago.

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Create subscriptions (automation)

Assigning a plan to a customer, adjusting negotiated prices, and initiating the subscription upon winning an opportunity represents a key action from Salesforce to Lago. This enables sales teams to remain within Salesforce, their primary tool, and activate billing processes directly, without the need to switch platforms.

To assign a subscription and set prices in Lago directly from Salesforce, use the provided two flows via following Lago Flow templates.

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Flow 1: Lago Template - Create Lago SObject Records

This Flow is used to create intermediate records in Lago Objects - Lago Subscription

1. Log into your Salesforce instance;
2. Access the Setup section via the settings gear icon in Salesforce;
3. Find and select Flows under Process Automation in the sidebar;
4. Locate and open the Lago Template - Create Lago SObject Records;
5. Click ‘Save As’ to create and save your own version of the template; and
6. Do not forget to click the Activate button to activate your flow.

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Flow 2: Lago Template - Create Subscription in Lago on Subscription Creation/Update

This Flow is used to create subscriptions in Lago from Salesforce

1. Log into your Salesforce instance;
2. Access the Setup section via the settings gear icon in Salesforce;
3. Find and select Flows under Process Automation in the sidebar;
4. Locate and open the Lago Template - Create Subscription in Lago on Subscription Creation/Update;
5. Click ‘Save As’ to create and save your own version of the template; and
6. Do not forget to click the Activate button to activate your flow.

The default setting triggers plan assignment when SyncToLago checkbox is checked. You can customize this flow to suit your specific needs.

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Create subscriptions (lago native UI)

We also have option to create subscriptions in Lago directly from Salesforce using Lago’s create subscription screen.

1. Log into your Salesforce instance;
2. Access the setup section via the settings gear icon in Salesforce;
3. Go to Object manager and find and open account object;
4. Go to page layout (or Lightning record page) depending on what you are using, and open the page layout in which you’d like to add the button to create subscription.
5. Add the button Lago Subscription
6. Save the page layout or lightning record page.

Open any account which has lago_id populated. Click on Lago Subscription button; it will pop-up Lago Screen (make sure you’ve entered correct Front End URL in Lago Base Configuration page); enter correct username and password. Save. A new subscription will be directly created in Lago. And, if Webhooks are configured correctly, it will also create Lago Subscription record in Salesforce.

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Terminate Subscription

We can terminate the subscription from Salesforce to lago only if the subscription is already synced to lago(status is active or pending).

Go to Lago Subscription record in Salesforce, and check Terminate Subscription checkbox.

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Create one-off invoice

This enables sales team to create one-off invoice in lago from Salesforce. Right from the opportunity record we add products which are related to Lago Add-ons, specify the quantity, description and amount.

To create one-off invoice and set prices in Lago directly from Salesforce, use the provided two flows via following Lago Flow templates.

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Flow 1: Lago Template - Create Lago SObject Records

The same flow as we created above to create subscription - is also used to create intermediate records in Lago Objects - Lago Invoice

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Flow 2: Lago Template - Generate Invoice in Lago On Lago Invoice Field Update

This Flow is used to create one-off invoice in Lago from Salesforce

1. Log into your Salesforce instance;
2. Access the Setup section via the settings gear icon in Salesforce;
3. Find and select Flows under Process Automation in the sidebar;
4. Locate and open the Lago Template - Generate Invoice in Lago On Lago Invoice Field Update;
5. Click ‘Save As’ to create and save your own version of the template; and
6. Do not forget to click the Activate button to activate your flow.

The default setting triggers create invoice when SyncToLago checkbox is checked. You can customize this flow to suit your specific needs.

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Create one-off invoice (lago native UI)

We also have option to create one off invoice in Lago directly from Salesforce using Lago’s create invoice screen.

1. Log into your Salesforce instance;
2. Access the setup section via the settings gear icon in Salesforce;
3. Go to Object manager and find and open Account object or Opportunity;
4. Go to page layout (or Lightning record page) depending on what you are using, and open the page layout in which you’d like to add the button to create Invoice.
5. Add the button Lago Invoice
6. Save the page layout or lightning record page.

Open any account which has lago_id populated. Click on Lago Invoice button; it will pop-up Lago Screen (make sure you’ve entered correct Front End URL in Lago Base Configuration page); enter correct username and password. Save. A new Invoice will be directly created in Lago. And, if Webhooks are configured correctly, it will also create Lago Invoice record in Salesforce.

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Get Invoice pdf

Now we can also get invoice pdf directly directly from Salesforce.

1. Go to Lago Invoice
2. Open any Invoice which is already synced.
3. Click Get Invoice pdf > it will open PDF in a new tab.

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Debugging & logs

To ensure seamless data synchronization between Lago and Salesforce, every action and data transfer is meticulously logged. These logs are accessible directly through the Lago package for comprehensive debugging and analysis:

1. Navigate to ‘Lago Base Configuration’: This is your starting point for accessing the debugging tools. and
2. Access Logs: Click on the ‘Logs’ tab to view a detailed record of all activities.

You can refresh logs to keep your data current or delete unnecessary logs to maintain clarity and efficiency in the debugging process. This approach aids in promptly identifying and resolving integration issues.