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PREMIUM ADD-ON ✨This integration is only available to users with a specific paying add-on. Please contact us to get access to the Salesforce CPQ integration.
This is an extension of the base package, Lago for Salesforce CRM. You must install the base package before the CPQ package.

Object mapping

Diagram mapping Lago objects to Salesforce CPQ objects

Lago to Salesforce CPQ object mapping

Pre-requisites

  • Salesforce CPQ (> Summer ‘19)
  • Install the Lago for Salesforce CRM package (Lago base package)

I. Integration configuration

Install the Salesforce CRM package and complete the integration configuration step

Install the Salesforce CPQ package

Contact us to get premium access to the Lago Salesforce package. Click the link we provide to open the installation page, then follow the instructions. Contact us if you need help during the installation.
Salesforce package installation screen for the Lago CPQ package

Install Lago Salesforce App package

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.
The installation can take a few minutes. You receive an email confirmation once it is finished.

II. Configuration to sync data

Assign permissions

Assign Lago CPQ Permission to users who need to access Lago for Salesforce CPQ.

Include Lago fields in the ‘Quote Line Items editor’ layout

Update the “Edit Line” available in the Quote Layout to enter the details related to Lago fields in QuoteLine, with the steps below:
  1. Go to Setup;
  2. Click on Object manager;
  3. Go to the Quote Line object;
  4. Click on Field Sets;
  5. Select edit on the Line Editor field set; and
  6. Make sure the following fields are available in the field set:
    • Lago Name
    • Lago External Id
    • Lago Billing Time
    • Lago Start Date
    • Lago End Date

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 customizable templates for creating subscriptions from Salesforce Accounts, assigning subscriptions to customers from Salesforce, and creating one-off invoices from Salesforce.

Create customers from Lago to Salesforce CRM

Create subscriptions (automation)

Assigning a plan to a customer, adjusting negotiated prices, and initiating the subscription upon accepting a quote represents a key action from Salesforce to Lago. To assign a subscription and set prices in Lago directly from Salesforce, use the Lago Flow templates below.

Flow 1: LagoCPQ Template - Quote Line After Insert

This Flow is used to update the Subscription External Id when it is null.
  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 LagoCPQ Template - Quote Line After Insert;
  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 the Lago subscription external id is null. You can customize this flow to suit your specific needs.

Flow 2: Pre-requisite from Lago to Salesforce CRM package: 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 the SyncToLago checkbox is checked. You can customize this flow to suit your specific needs.

Flow 3: LagoCPQ Template - Create Lago SObject Records Using Quotes

This Flow is used to create Lago subscription records in Salesforce when the Quote status changes to Approved.
  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 LagoCPQ Template - Create Lago SObject Records Using Quotes;
  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 the Quote status changes to Approved. You can customize this flow to suit your specific needs.

Terminate a subscription

We can terminate the subscription from Salesforce in Lago only if the subscription is already synced to Lago (status is active or pending). Go to the Lago Subscription record in Salesforce, and check the Terminate Subscription checkbox.
As soon as Terminate Subscription is checked it will terminate the subscription in Lago. It is handled from the backend via trigger.

Debugging & logs

Every action and data transfer between Lago and Salesforce is logged. The logs are accessible through the Lago package:
  1. Navigate to ‘Lago Base Configuration’, the starting point for the debugging tools; and
  2. Access Logs: Click on the ‘Logs’ tab to view a detailed record of all activities.
You can refresh the logs to keep them current, or delete the ones you no longer need.