Advanced Billing’s Salesforce integration helps to streamline Salesforce workflows by allowing for more flexibility around Customer and Subscription creation in Salesforce. Additional object fields have been added such as Subscriptions and Transaction to make managing Account much easier.
The new Subscriptions object has a subscription preview for easy management of deal negotiations during the sales process.
A Transaction object has also been added that will show all transactions that have occurred in Advanced Billing. This is extremely helpful for managing the life cycle of an account and reporting.
Opportunities now have the ability to control when a subscription is created when moved to a Closed/Won state. A Subscription preview can also be added to the Opportunity so sales teams can reference any previously discussed pricing and create a subscription off of at a later date.
Availability & Requirements
- Available on Salesforce Developer, Professional, Enterprise, and Unlimited plans
- Works in sandbox and production Salesforce environments
- Compatible with Salesforce Classic and Lightning
- Supports multiple API keys and subdomains for linking multiple Advanced Billing sites to 1 Salesforce account
- Supports Hierarchies
We strongly recommend testing the integration in a Salesforce sandbox account prior to enabling it in production. You can signup for a Salesforce developer account free of charge or create an additional sandbox environment in your existing Salesforce account. The most common issues that arise from using the integration are custom workflows and processes in an existing Salesforce account that, when untested, may interfere with or prevent the integration from syncing properly.
Trial Period
You will receive a 14 day free trial with 1 user license in Developer and Production Salesforce accounts once downloaded from the Salesforce Appexchange. Sandbox environments do not expire and provide unlimited licenses so you can continue to test for as long as you’d like.
Please contact Maxio Support to purchase user licenses if you wish to continue the service.
In the event that your trial for the SalesForce integration has expired, all Advanced Billing data will not be shown in your SalesForce account. If you'd like to extend your trial, we'll be happy to do so. Please contact support@maxio.com to request this change. We will process your request for a trial extension as quickly as time allows.
Synced Fields
It is important to note that Advanced Billing is the central database in all cases. Depending on the selected sync configuration some fields may not sync.
Accounts
The following Advanced Billing Customer and Site fields are linked to the standard Accounts object in Salesforce:
| Salesforce Fields Name | Advanced Billing Field Name |
| Account Name | Organization/Company |
| Advanced Billing CC Emails | CC Emails |
| Advanced Billing Created At | Created At |
| Advanced Billing Customer Id | Advanced Billing ID |
| Advanced Billing Parent Customer Id | Parent |
| Advanced Billing Reference Id | Reference ID |
| Advanced Billing Tax Exempt | Tax Exempt |
| Advanced Billing Updated At | Updated At |
| Advanced Billing VAT Number | VAT Number |
| Shipping Street | Shipping Address 1 |
| Shipping Country | Shipping Country |
| Shipping City | Shipping City |
| Shipping State | Shipping State |
| Shipping Zip | Shipping Zip |
Price Book Entry
The following Price Book entries fields are synced.
| Salesforce Field Name | Advanced Billing Field Name |
| Active | N/A |
| Currency | Default Price Point (Currency) |
| List Price | Default Price Point (Price) |
| Product | related Product Name |
| Product Code | Coupon Code |
Products
Advanced Billing Products are stored in the standard Products object in Salesforce.
Products may not be created in Salesforce. Additionally, product attributes cannot be edited in Salesforce.
| Salesforce Field Name | Advanced Billing Field Name |
| Product Name | Product Name |
| Product Description | Product Description |
| Product Code | Accounting Code |
| Advanced Billing API Handle | API Handle |
| Advanced Billing Family | Product Family |
| Advanced Billing Id | ID |
| Advanced Billing Site | Subdomain |
| Product Currency | DefaultCurrency |
| Active |
Subscriptions
The fields that will be populated in the Subscription Object in Salesforce.
| Salesforce Field Name | Advanced Billing Field Name |
| Account | N/A |
| Activated At | Activated At |
| Balance | Current Balance in Cents |
| Advanced Billing Id | Subscription ID |
| Advanced Billing Site | Site the Subscription is in |
| Contact | N/A |
| Created By | N/A |
| Created by Opty | N/A |
| Created by Preview | N/A |
| Currency | Currency |
| Current Billing Amount | Current Billing Amount in Cents |
| Last Modified By | N/A |
| Owner | N/A |
| Product | Product |
| Product Price | Product Price |
| Revenue | Total Revenue in Cents |
Events
The fields that will be populated in the Advanced Billing Events Object in Salesforce. More on Advanced Billing Events
| Salesforce Field Name | Advanced Billing Field Name |
| Event Name | Name |
| Advanced Billing ID | Event ID |
| Key | Event Key |
| Message | Event Message |
| Event Created At | Created At |
| Account | Account URL |
| Contact | Contact URL |
| Advanced Billing Subscription | Subscription URL |
Transactions
The fields that will be populated in the Advanced Billing Transactions Object in Salesforce.
| Salesforce Field Name | Advanced Billing Field Name |
| Transaction Name | Name |
| Advanced Billing ID | Transaction ID |
| Type | Transaction Type |
| Kind | Transaction Kind |
| Product | Product |
| Component | Component |
| Memo | Memo |
| Gateway Used | Gateway Used |
Invoices
The fields that will be populated in the Advanced Billing Invoices Object in Salesforce.
| Salesforce Field Name | Advanced Billing Field Name |
| Invoice Number | Invoice Number |
| Advanced Billing ID | Advanced Billing ID |
| Collection Method | Collection Method |
| Status | Invoice Status |
| Role | Role |
| Issued Date | Issued Date |
| Due Date | Due Date |
| Paid Date | Paid Date |
| Discount Amount | Discount Amount |
| Tax Amount | Tax Amount |
| Subtotal amount | Subtotal Amount |
| Refund amount | Refund Amount |
| Paid Amount | Paid Amount |
| Credit Amount | Credit Amount |
| Due Amount | Due Amount |
| Total Amount | Total Amount |
If you are having any issues with your Salesforce integration, the first place to investigate is the “Advanced Billing Event Logs” object within the Salesforce managed package. This section includes information about which Lead, Account, Contact and Opportunity records encountered errors during insert or update via Webhook or API.
If you require further support, please contact Maxio Support and we will be happy to assist you. Please be sure to mention which version of the package you are using.
Enable Support Access
Occasionally Advanced Billing will need to view your SalesForce account to troubleshoot an issue. You can easily grant us access by following the steps below:
- Navigate to “My Settings” to view your personal settings in SalesForce
- In left column click Personal -> Grant Account Login Access
- Enable Maxio Support by selecting duration in dropdown. We recommend enabling support access for 1 week.
- Save
If for any reason you cannot perform these steps, the following elements may be present:
- A system admin disabled the ability for non-admins to grant access.
- The user doesn’t have a license for the package.
- The package is licensed to the entire org. Only admins with the “Manage Users” permission can grant access.
- The org preference Administrators Can Log in as Any User is enabled.
For more information on granting support access, please see SalesForce’s article here.