Background
If you're using the Order and Account module in Younium, you can also activate the Salesforce connector.
You need a Salesforce account in order to be able to use the connector.
Get Started
Start by downloading our latest package for the Salesforce:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t69000001UAaN
Reproduce the following steps to complete the integration between Salesforce and Younium.
Step 1:
Create connected app
In Salesforce, open in Settings "Apps">"App Manager". Select "New Connected App".
Enter the basic information (Name, API Name, Contact email) with values of your choice.
Select "Enable OAuth settings", in "Callback URL, enter:
https://api.younium.com/internal/api/salesforce/auth/callback
or if connecting to Younium Sandbox:
https://apisandbox.younium.com/internal/api/salesforce/auth/callback
In "Selected OAuth Scopes", add the following scopes:
"Manage user data via APIs" and "Perform actions at any time".
Make sure "Require Secret for Web Server Flow" is checked
Save your app and you will have access to the Consumer Key and Secret that is used when connecting to Salesforce from Younium.
Add remote site settings
After downloading the package, being logged in to your Salesforce environment, go to Setup -> 'Quick Find' -> Type 'Remote Site Settings'.
In Remote Site Settings, press 'New Remote Site'.
Enter the Younium environment URL that you want to connect to as "Remote Site URL". For instance: http://apisandbox.younium.com (For Production remove the word "sandbox")
Step 2:
After connecting to a Remote Site, you would need to create a Named Credential.
In Setup -> 'Quick Find' -> 'Named Credentials' -> New Named Credential.
Here you would need to create two Named Credentials, one Called YouniumApi and the other one called YouniumLogin.
Obs. The name is Case Sensitive, therefore be careful how you spell it.
URL for YouniumApi:
- Production: https://api.younium.com
- Sandbox: https://apisandbox.younium.com
URL for YouniumLogin:
- Production: https://younium-identity-server.azurewebsites.net
- Sandbox https://younium-identity-server-sandbox.azurewebsites.net
Username and Password should be the credentials used for the tenant in Younium. Make sure that you have the correct username and password or else the connection will not be successful.
Step 3:
Legal Entities.
You need to setup your legal entities in Salesforce and connect it to the Younium Legal Entity.
In Salesforce press on the top left corner (as shown in the picture):
Search for 'Younium Legal Entities' -> 'New'.
Give the 'LE' a name and the ID will be found in Younium.
Being logged into Younium, press on Reports and follow the steps shown in the picture below.
After you've received the ID for the Legal Entity, feel free to paste it in the Legal Entity ID field in Salesforce when creating your Legal Entity.
Step 4:
Now after successfully setting up the connector, you can continue setting up the page layouts for the Younium fields and related lists in Salesforce.
In the Account object, you will find following Younium fields:
| Accounts receivable account | Picklist | |||
| Active | Picklist | |||
| Customer Priority | Picklist | |||
| Electronic Invoice Address | Text(255) | |||
| ERP Id | Text(100) | |||
| Invoice CC Email | ||||
| Invoice Delivery Method | Picklist | |||
| Invoice email | ||||
| Legal entity | Lookup(Younium Legal Entity) | |||
| Number of Locations | Number(3, 0) | |||
| Org Nr | Text(100) | |||
| Our reference | Text(100) | |||
| Payment terms | Picklist | |||
| Synch to Younium | Checkbox | |||
| Tax reg Nr | Text(100) | |||
| Tax template | Picklist | |||
| Tenantid | Text(100) | |||
| Upsell Opportunity | Picklist | |||
| Younium Info | Long Text Area(5000) | |||
| Younium invoice template | Picklist | |||
| Your reference | Text(100) |
Keep in mind, you do not need all of these fields depending on your setup.
The important fields for the synch to work is the 'Synch to Younium' field which needs to be checked 'TRUE' to be able to synchronize the data correctly to Younium and the 'Legal Entity' field.
In the Opportunity object, you will find following fields:
| Auto renewal | Checkbox | ||
| Billing period | Picklist | ||
| Charge Type | Long Text Area(131000) | ||
| Create as Younium Draft | Checkbox | ||
| Current Generator(s) | Text(100) | ||
| Delivery/Installation Status | Picklist | ||
| Effective change date | Date | ||
| Effective start date | Date | ||
| Initial term (months) | Number(2, 0) | ||
| Invoice Account | Lookup(Account) | ||
| Is Synched To Younium | Checkbox | ||
| Main Competitor(s) | Text(100) | ||
| Notice Period (Months) | Number(2, 0) | ||
| Order date | Date | ||
| Order Number | Text(8) | ||
| Our reference | Text(100) | ||
| Renewal term (months) | Number(2, 0) | ||
| Subscription type | Picklist | ||
| Tracking Number | Text(12) | ||
| Younium Status | Picklist | ||
| Younium System Info | Long Text Area(32768) | ||
| Younium type | Picklist | ||
| YouniumOrderId | Text(128) | ||
| Your order number | Text(100) | ||
| Your reference | Text(100) |
You can also add your own Custom Fields in Younium and map them to your own Custom Field in Salesforce.
Redirect URL in Salesforce
Redirect URL to use when setting up the app in Salesforce: https://api.younium.com/internal/api/salesforce/auth/callback
or
https://apisandbox.younium.com/internal/api/salesforce/auth/callback
Custom mapping of fields
Custom field mapping is done in Salesforce under Settings > Custom metadata types
Click "Manage records"
Then you see a page with configuration parameters for the integration. The field mappings are tagged with the field "Setting type" = "Field mapping".
To create a new mapping, select "New". To edit an existing mapping, click "Edit" on the corresponding line". This will open the configuration record:
Label: Use anything you want to describe the mapping
Younium setting name: Use anything you want to describe the mapping
Younium field: The custom field "key" in Younium
Saleforce field: The API name of the field in Salesforce
Setting type: "Field mapping"
Legal entity: Leave blank
Config value: Leave blank
Younium object: What object is the mapping for, available options:
- Account: Mapping a field in the synch of Accounts from Salesforce to Younium
- Order: Mapping a field from the Salesforce Opportunity to Younium Order in the synch from Salesforce to Younium
- Order charge:Mapping a field from the Salesforce Opportunity Product to Younium Order product charge in the synch from Salesforce to Younium
- Younium Order: Mapping a field from Younium Order to Salesforce Younium Order object in the synch from Younium to Salesforce
- Younium Order charge: Mapping a field from Younium Order Product charge to Salesforce Younium Order charge object in the synch from Younium to Salesforce
Synchronization of product prices to custom pricebooks
By default, Younium synchronized products and prices to Salesforce into a pricebook named "Younium - [Legal entity name]". It is however possible to customize what pricebook a certain product should be synched to.
Step 1: Synchronize the pricebooks to Younium custom field list. Do this by browsing to Settings > Integrations > Salesforce and check Pricebook and click Synchronize.
Step 2: Make sure there is a custom field on "Charge" for the Pricebook configuration. Verify that this custom field is created in your Younium legal entity, if not create it. Make sure key is exactly "integrationSalesforcePricebook".
Step 3: Go to the product charges in Younium and set the pricebook you wish to use.
After this is done, notice that your products are synched to the configured products.,