Lago syncs billing data to Salesforce in real-time.
PREMIUM ADD-ON ✨
This integration is only available to users with a specific paying add-on. Please contact us to get access to Salesforce CPQ integration.
This is extension package of the base package: Lago for Salesforce CRM. Base package must be installed to install CPQ package.
Lago to Salesforce CPQ object mapping
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.
Install Lago Salesforce App package
To ensure a successful installation, please follow these steps:
Please note that the installation process may take a few minutes to complete. However, rest assured that you will receive an email confirmation once the installation is finished.
Assign Lago CPQ Permission
to users who needs to access Lago for Salesforce CPQ.
Update the “Edit Line” which is available in Quote Layout to enter the details related to lago fieds in QuoteLine by following below steps:
Quote Line
objectBeyond 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 subscription from Salesforce Accounts, directly assigning subscriptions to customers from Salesforce, creating one-off invoice from salesforce.
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 provided two flows via following Lago Flow templates.
LagoCPQ Template - Quote Line After Insert
This Flow is used to update Subscription External Id if it is null
Flows
under Process Automation in the sidebar;LagoCPQ Template - Quote Line After Insert
;Activate
button to activate your flow.The default setting triggers plan assignment when Lago subscription external id is null You can customize this flow to suit your specific needs.
Lago Template - Create Subscription in Lago on Subscription Creation/Update
This Flow is used to create subscriptions in Lago from Salesforce
Flows
under Process Automation in the sidebar;Lago Template - Create Subscription in Lago on Subscription Creation/Update
;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.
LagoCPQ Template - Create Lago SObject Records Using Quotes
This Flow is used to create Lago subscriptions records in Salesforce when Quote status is changed to Approved
Flows
under Process Automation in the sidebar;LagoCPQ Template - Create Lago SObject Records Using Quotes
;Activate
button to activate your flow.The default setting triggers plan assignment when Quote status is changed to Approved. You can customize this flow to suit your specific needs.
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.
As soon as Terminate Subscription
is checked it will terminate the subscription in Lago. It is handled from the backend via trigger.
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:
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.