Nue Knowledge Center

Nue Docs navigation

Get Started

Configure Products and Prices Create Quotes and Orders Upsell and Renew Subscriptions Understanding Price Calculations Understanding Subscription Term Basis and Proration Ask Nue!

Use Cases

Authenticate API Users Refresh the Salesforce Sandbox

Price Builder

Products Price Book Unit of Measure (UOM)Price and Discount Tags Product Bundle Product Group Product Relationships Percent of Total Multi-attribute Pricing Multiple Currencies Manage Custom Attributes in Price Book Entries Quantity Tier Attributes for Price Tags

Object Model

Nue Object Model Overview Nue Object Model - Price Builder Nue Object Model - Lifecycle Manager Nue Object Model - Billing and Usage Accelerator Understanding Line Types Nue Object Model - Revenue Lifecycle Intelligence

Tutorial

Price Builder Quote Builder Lifecycle Manager Collections Everything Billing Usage Accelerator Lifecycle Intelligence The Nue Platform Integrations Frequently Asked Questions

Lifecycle Manager

Configure Renewal Opportunity Process Configure Create Opportunity Popup Import Subscriptions into Nue Nue Sales Console

Quote Builder

Quote Builder Overview Quote and Order Split Quote Approval Sync Primary Quote to Opportunity Template Quote Manage Filters

Lifecycle Manager

Lifecycle Manager Overview Upsell and Downsell Renew Subscriptions Co-Term Subscriptions Cross-Sell Reconfigure Bundle Subscriptions Adjust Prices Evergreen Subscriptions Cancel Subscriptions Cancel Orders Preview Invoices Manage Service Milestones and Milestone-based Billing

Nue Platform

Manage Custom Fields Product Search Plugin Lookup Filter Plugin Default Value Plugin Invoice Preview Plugin Query Nue Objects using GraphQL Price Tag Search Plugin

Use Cases

Subscription Ramp Pricing Configure Pricing for Different Billing Periods Billing Account Search Setting a Price Floor Revenue Sharing with Partners Custom Payment Terms Update Order Information Customize Auto-numbering Schemes

Everything Billing

Billing Accelerator Overview Billing Parameters Billing Schedules Invoice Status Explained Credit Memos Late Fees - a Debit Memo Use Case Catch-up Bill Run Billing Account Hierarchy Scheduled Sync Jobs Billing Groups Multiple Entities

Collections

Collections Overview Collections Scenarios - Invoicing Collections Scenarios - Credit Memos and Debit Memos Collections Scenarios - Payments Collections Scenarios - Refunds and Reversals Collections Scenarios - Write Off Payment Rules

How-to Guide

Lifecycle Manager Nue Platform

Usage Accelerator

Usage Accelerator Overview The Credit Burndown Usage Model Multiple Credit Pools Credit Proration One-time Credits Integrate with Existing Usage Systems

Developer Resources

Use Cases Object Model API Reference Apex Global Services Self-Service API Guide Client Side Pricing Engine

Lifecycle Intelligence

Revenue Lifecycle Intelligence Subscription and Order Metrics ARR Momentum Booking Dashboard Pipeline Dashboard Billing and Collections Dashboard

Support

Submit a support ticket

The Nue Platform

System Settings Platform Settings Lifecycle Manager Settings Price Builder Settings Billing and Usage Settings Nue Security API Keys Roles and Permissions Export and Import Understanding Data Storage and Synchronization

Integrations

Nue on Salesforce Nue on Salesforce Permission Sets Stripe Integration DocuSign Integration QuickBooks Integration NetSuite Integration - ARM Connector Recognize Revenue via RightRev Calculate Taxes via Avalara Integration Calculate Taxes via Stripe Tax Webhooks Update Nue Integration User for Salesforce Integration Nue on Salesforce Layout Configurations NetSuite Integration v2023 NetSuite Integration Setup NetSuite Connector - Fields Mapping Streamlined E-Invoicing with Avalara ELR

Home

Tutorial/Integrations

Update Nue Integration User for Salesforce Integration

Nue Integration User

The Nue Integration User is used to create the integration between Salesforce and Nue. The Integration User is associated with the scheduled Apex jobs for Nue.

If you need to change the Integration User, follow these steps.

Step 1: Create the Salesforce Integration User

Step 2: Assign Nue Permission Sets

Login to Salesforce → Setup
Go to Permission Sets
Find Nue Custom System Administration
Click on “Manage Assignments”
Click on “Add Assignment” and add the Integration User
Follow the same steps for the Nue System Administration permission set to add the Integration User

Step 3: Update Nue Salesforce Integration

Login to Nue and go to Settings
Click on the Salesforce Integration Option
Edit the Nue User Production Administrator with the new Integration Salesforce User