Salesforce CRM

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Object mapping

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I. Integration configuration

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Create integration for Salesforce on Lago Side

To gain premium access to our Salesforce Package application, please don’t hesitate to contact us. Login to Lago as admin user, navigate to Settings > Integrations > Salesforce (allowed only if team has enabled it for your account), and click “Create new”. Enter the following details:

• Name
• Code
• Salesforce Instance (URL of your Salesforce instance)

Make note of the integration code as shown in the connection details - you’ll need this later:

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Install Salesforce CRM Package

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).
• Enter Lago Integration code from Step 1 Salesforce integration on Lago

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 customer, subbscription, and billing data will flow seamlessly in real-time*.

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Sync customers to Salesforce (> v2.7)

To establish a new customer connection between Lago and Salesforce, follow these steps:

1. Navigate to the customer creation screen in Lago
2. Complete the standard customer information fields
3. Expand the ‘Connect to external apps’ section at the bottom of the form
4. Select Salesforce and choose the integration established during the initial setup
5. Choose the appropriate synchronization method:

• For new Salesforce customers: Enable the Create automatically this customer option
• For existing Salesforce customers: Enter the corresponding ‘Salesforce Account ID’

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Sync customers to Salesforce (< v2.7)

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, Coupons 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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Sync coupons and applied coupons to Salesforce

Coupons and Applied coupons are synced to Salesforce when we click on Start Data Sync from Lago Base Configuration page.

• Coupons are synced to Lago Coupons custom object. All the existing coupons will be available in Salesforce. Please note: we cannot create coupons from Salesforce to Lago, we must create coupons in Lago.
• Applied coupons are synced to Lago Applied Coupon custom object.

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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. You can also configure customer type to ‘Individual’ or ‘Company’ which creating customer from Salesforce 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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Get Invoice Line Item Details

We can fetch Invoice line items manually for any invoices if required.

1. Go to Lago Invoice tab > Open any Invoice which is already synced.
2. Click on Lago Sync Invoice Line Item button. If button is not present on the layout, please add it on Page layout or Lightning record page.
3. All lago items will be synced and available in Lago Line Items child custom object.

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Managing Coupons in Salesforce

The Salesforce integration allows you to manage customer coupons directly from your Salesforce interface. This section explains how to apply new coupons to customer accounts and manage existing coupons effectively.

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Applying Coupons to Accounts

Before you begin applying coupons, you’ll need to ensure your Salesforce environment is properly configured. The “Apply Coupon” action button must be available in your account page layout or lightning record page. If you don’t see this button, work with your Salesforce administrator to add it through the page layout editor or lightning app builder. Once your environment is configured, follow these steps to apply a coupon to a customer account:

1. Navigate to the Account Details> Access the account details page for the customer who will receive the coupon.
2. Initiate Coupon Application > Click the “Apply Coupon” action button. This will open a popup dialog for coupon configuration.
3. Select and Configure the Coupon. The configuration options will vary depending on the type of coupon you’re applying:

• For Fixed Amount Coupons: Enter the discount amount, select the appropriate currency, Choose the frequency for applied coupon

• For recurring frequencies, specify the duration period

• For Percentage-Based Coupons: Verify or adjust the percentage rate, set the frequency of application

  • For recurring frequencies, enter the duration period

4. Complete the Application

• Click the “Apply Coupon” button to finalize the process.
• This action will:
  • Create an Applied Coupon record in Salesforce
  • Synchronize the coupon with the customer’s account in Lago
  • Enable the discount for future qualifying transactions

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Terminating Active Coupons

There may be times when you need to end a coupon’s application before its natural expiration. Here’s how to terminate an active coupon:

1. Access the Coupon Record. Navigate to the Applied Coupon details page for the coupon you wish to terminate.
2. Initiate Termination, locate the “Terminate Coupon” checkbox in the record.
3. Confirm Termination: Check the box to initiate the termination process. Upon saving:

• The coupon status will update from “Active” to “Terminated”
• The change will synchronize with Lago
• The customer will no longer receive the discount

This coupon management system ensures that your sales team can efficiently handle discounts and promotional offers while maintaining synchronization between Salesforce and Lago platforms.

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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.