Nue on Salesforce

nue on salesforce brings the full power of nue’s unified revenue lifecycle platform cpq and billing directly into the salesforce environment it’s designed to let sales, finance, and revops teams manage the entire revenue lifecycle quoting, ordering, billing, and revenue recognition without ever leaving salesforce nue on salesforce setup and configuration guide docid\ bb flgeq o4hyjmbqrxd5 nue on salesforce layout configurations docid 89krevgu1xb0 ccibjkyg nue on salesforce permission sets docid\ dlnbyrgkuod4km8u9px k nue sales console docid\ gpehrw5sgwjdya arjgp0 refresh the salesforce sandbox docid\ xllyrhtxra ypd3qvrdci update nue integration user for salesforce integration docid 0mgt6iholkgwij2olzpe salesforce account vs nue customer docid pl9su1vbmvads6pqv mw apex global methods and services docid\ upanqs 1lf0n z1z uh55 apex test utils docid\ sibvpgpythcx0ci y93ke key capabilities products and pricing in this integration, salesforce continues to host native product and price book objects such as product product2 , pricebook pricebook2 , and price book entries pricebookentry nue enriches the product catalog with advanced pricing constructs including multi attribute pricing, price tags, product bundling, dynamic product options, and product relationships administrators configure products and pricing strategies, and bundle definitions in the intuitive nue admin console, which reads from and writes directly to salesforce these configurations are surfaced in salesforce through seamless api integrations, ensuring accurate, real time pricing and product data during quoting and ordering this architecture allows teams to leverage salesforce native quoting tools while benefiting from nue’s flexible and powerful pricing engine—all managed through an easy to use interface that stays fully in sync with salesforce quotes and orders sales reps continue to create quotes using standard salesforce quote and quote line item objects during the quoting process, nue enhances the experience through guided configuration tools embedded in salesforce, which validate selections, enforce bundle rules, and apply pricing rules based on customer attributes like currency, region, or partner tier when a quote is finalized, it is converted into a nue order depending on business needs, this order can be split into multiple sub orders for example, by shipping site, billing group, or delivery date to enable fine grained control over fulfillment and activation workflows the entire quote to order flow happens within salesforce, backed by the pricing engine from nue customer lifecycle management nue supports advanced mid term changes that frequently arise in b2b and hybrid subscription models these include quantity updates, term extensions or conversions (e g , from evergreen to fixed term), early renewals, co termed changes, partial cancellations, and price adjustments sales and operations teams can initiate these changes directly within salesforce, with full support for audit trails and approval workflows upgrades, downgrades, and swaps are also supported with context aware validations and product relationship logic defined in nue billing and collections invoices are generated automatically based on order and subscription data nue supports multiple billing models including fixed recurring fees, usage based pricing, one time charges, and prepaid/committed credit models invoices are stored and accessible in salesforce, and can be sent using nue’s branded invoice pdf templates or via external systems such as stripe, quickbooks, netsuite, etc usage and credits can also be managed in salesforce transaction hub and sync mapping the transaction hub serves as the system of record for all transactional mappings between salesforce and external systems like stripe or netsuite it maintains the linkage between quotes, orders, invoices, payments, and credits, and captures the sync status and metadata for each transaction this allows customers to trace billing and financial activity end to end, directly from salesforce or through nue’s apis automation and extensibility nue exposes a set of apex global methods and services docid\ upanqs 1lf0n z1z uh55 and supports integration with salesforce flows, enabling customers to automate key revenue operations such as change orders, approval routing, or automated renewals these services are built for admins and developers who want to extend the platform with custom workflows, while staying within the salesforce ecosystem