Nue on Salesforce Setup and Configuration Guide

this setup guide walks you through a process of setting up nue on salesforce that connects to a nue instance in this process, you will install and configure nue for salesforce connect nue tenant with nue for salesforce this process will take approximately 10 30 minutes to complete based on the experience level with nue platform or salesforce platform let's get started! docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 install and configure nue on salesforce docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 system requirements the salesforce org must have at least salesforce sales cloud professional edition with api access and a minimum of 5mb of data storage however, we highly recommend using salesforce enterprise edition , as the professional edition has certain limitations that may impact the full functionality of nue enable quote and order feature nue on salesforce requires quote and order features to be enabled in the salesforce org please follow the steps below to enable quote and order features ot ensure a successful installation of the nue on salesforce managed package enable quote feature login to salesforce, navigate to setup > search for quotes settings, and click ‘enable’ enable order feature navigate to setup > search for order settings, and check the following checkboxes enable orders enable negative quantity enable zero quantity enable order events docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 install nue on salesforce managed package please obtain the latest installation url and password for the nue salesforce managed package from your service consultant if any issues occur during installation and it fails, a notification will be sent to the salesforce admin's email for further assistance, reach out to your service consultant install for admin users only during the installation process, salesforce provides an option to install for admin users only or for all users we strongly recommend installing the package for admin users only after the package is installed, admin users with the system administration profile can grant access to nue for other user profiles by assigning permission set groups please refer to this salesforce guide https //developer salesforce com/docs/atlas en us appexchangeinstallguide meta/appexchangeinstallguide/appexchange install installation htm# text=install%20for%20admins,customize%20application%20permission to learn more about the differences between install for admin users only, install for all users, and install for specific profiles docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 install nue revenue builder connected app on salesforce you need to install the nue revenue builder connected app in order to allow the nue to salesforce connection to work also, this connected app is used to grant access when logging into nue application through salesforce credentials see screenshot below for salesforce login buttons on nue install the connected app using the installation url below for sandbox https //test salesforce com/identity/app/appinstallapprovalpage apexp?app id=0ci4w000000u1qr\&app org id=00d4w0000054dhp for production https //login salesforce com/identity/app/appinstallapprovalpage apexp?app id=0ci4w000000u1qr\&app org id=00d4w0000054dhp this should already be set, but to check after installing the connected app, click settings → app manager, and click manage to open nue revenue builder app then click on ‘edit policies’, change the policies of the connected app manually to admin approved users are pre authorized click save now that access to the connected app needs to be pre authorized, manually add the profile to the connected app click settings → app manager, and click manage to open nue revenue builder app then click manage profiles button in the profiles section on the application profile assignment page, select the profile the salesforce user belongs to (e g system administrator ) and click save note, this is the salesforce user that will be used by nue to connect in the below section connect nue tenant with nue on salesforce next, let's set up the connection between nue and salesforce login to https //app nue io for production or https //app sandbox nue io for sandbox, and sign in as a system administrator navigate to settings → security turn off mfa (toggle require mfa for all direct logins to nue ui to off) the initial nue/salesforce connection will not work with mfa enabled after everything is connected and configured, then mfa can be turned back on navigate to settings → salesforce integration on the salesforce connection page, click the connect to salesforce button this will open a modal window where you will need to enter the following information and click initiate salesforce connection salesforce environment enter one of the following based on your salesforce environment production sandbox custom domain (if this is selected, you'll need to enter a salesforce url below can be for either production or sandbox ) salesforce url if custom domain is selected, enter the full salesforce url note, this is sometimes needed if the salesforce instance is newly created also note, this must be the primary org domain ending in my salesforce com , not the app domain ending in lightning force com salesforce username the salesforce username you are using to connect to nue nue account password the password for the current logged in user this user's credentials will be used to log into nue from salesforce the connection will take you to salesforce to authenticate and allow access for the connection and then take you back to the salesforce connection page in nue on the nue salesforce connection page, you will have a message that will show up until the process is done refresh the page after a minute or two and you'll see the page with an active status configure nue on salesforce after nue on salesforce package and nue revenue builder connected app are successfully installed and nue is connected to salesforce, you need to configure the org, including the following configurations nue platform named credentials standard picklist values permission sets page layouts docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 nue platform named credentials he named credentials allow salesforce to communicate with nue the above steps created an inital named credential using the current logged in user's credentials the user credentials technique does not allow mfa to be enabled on nue, so it is recommended to use the master api key to authenticate into nue please follow this article to configure and use api key in salesforce docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 standard picklist values salesforce doesn't support updating the standard picklist field value status (on order object) through the nue connection process, so we need to create the canceled nue picklist value manually after steps above login to salesforce, and navigate to object manager → search for ‘order’ click ‘order’ object name to navigate to the detail page of order object click ‘fields and relationships’ on the left menu bar, all the fields of order object will be listed search for ‘status’, and click the field name on the ‘status’ field detail page, create a picklist value for canceled label canceled api name canceled status category activated docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 permission sets nue on salesforce provides some out of the box permission sets for different user roles (for more details please refer to nue on salesforce permission sets docid\ dlnbyrgkuod4km8u9px k ) these permission sets contain the necessary permissions required by different roles to manage the customer lifecycle at different stages note, these are packaged permission sets cannot be updated the connection process creates the 'nue required permissions' permission set which has order object permissions and nue oauth connected app access that salesforce restricts being part of the managed package note, this is a custom permission set that can be updated there are still a couple additional permission set settings that need to be added to the 'nue required permissions' permission set manually because of salesforce restrictions add account permissions sometimes, the field level permission for account number field of account object is not available in the 'nue system administration' and 'nue sales rep' permission sets so we recommend admin users add this field level permission to the 'nue required permissions' permission set to avoid any unnecessary issues under permission sets, open the newly created ‘nue required permissions’, and click ‘object settings’ search and click to open ‘accounts’ click ‘edit’, and find account number in the field permissions section check the checkbox for "read access" at least, or "edit access" if needed and save assign connected app navigate back to open ‘nue required permissions’ permission and click ‘assigned connected apps’ the ‘nue revenue builder’ connected app cannot be added to the custom permission set due to salesforce restrictions click ‘edit’, and add ‘nue revenue builder’ into the assigned connected apps verify that it is added as an assigned connected app docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 permission set groups nue on salesforce also provides some out of the box permission set groups for different user roles (for more details please refer to nue on salesforce permission sets docid\ dlnbyrgkuod4km8u9px k ), we recommend customers use these permission set groups instead of assigning permission sets to users directly they can add additional permission sets to these permission set groups if necessary before that, we need to add the custom permission set ‘nue required permissions’ created above to all the pre built permission set groups add permission set to permission set groups navigate to setup > permission set groups search for the pre built permission set groups listed in the screenshot below open the detail page for each group click 'permission sets in group' click 'add permission set' button and select ‘nue required permissions’ click 'save' button to add the custom permission set to the group repeat the above steps to add the custom permission set ‘nue required permissions’ to all permission set groups assign users with permission sets groups open the detail page for each permission set group, and click ‘manage assignments’ assign all necessary users with the corresponding roles to each permission set group remove permissions from permission sets groups if necessary, you may want to remove certain permissions from specific user roles to do this, you can create a permission set with those permissions and then add it to the muted permission sets in a permission set group you can find this option by clicking ' muting permission set in group ' on the detail page of the permission set group docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 enabling lifecycle dashboards in nue on salesforce salesforce admins can enable lifecycle dashboards as individual tabs in nue on salesforce after they are configured in the nue app please note that enabling a particular lifecycle dashboard for a user grants them access to all data visualized in that dashboard ensure you enable access to these dashboards according to your security and permissioning requirements please refer to revenue lifecycle intelligence docid 5pxskh5mnivwng540ziut for more details about enabling lifecycle dashboads docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 configure page layouts in this section, we need to configure nue specific page layouts and assign them to the corresponding users, including page layouts for the following objects account opportunity quote order invoice navigate to setup > object manager, and search for the object that you want to configure the page layout for account page layout to configure the account page layout, search and open object ‘account’ click ‘page layouts’ there are 2 ways to configure page layouts 1\ if this sandbox is not already customized for other applications, then you can simply assign the nue out of the box page layout ‘nue account layout’ to the system admin user(s) click ‘page layout assignment’ click edit select the page layout for all user profiles you want to assign, typically, ‘system administrator’, and select ‘nue account layout’ in the dropdown page layout to use, save 2\ if this sandbox is also installed with other apps, or is already customized for other applications, then you should configure the page layout assigned to the selected user profile click ‘page layout assignment’ click on the page layout next to the profile (e g , system administrator) to open the page layout editor select ‘mobile and lightning actions’, and search ‘manage customer lifecycle’ drag the button into the ‘salesforce mobile and lightning experience actions’ section below this is to add the manage customer lifecycle nue button into the page layout opportunity page layout to configure the opportunity page layout, search and open object ‘opportunity’ click ‘page layouts’ select ‘mobile and lightning actions’, and search ‘new quote’, ‘new order’ drag the button into the ‘salesforce mobile and lightning experience actions’ section below this is to add these 2 nue buttons into the page layout select ‘related list’ and search ‘quotes’, ‘orders’ drag both of them to the related list section click on 'wrench' icon of quotes related list, and configure the following fields to the 'selected fields' column quote number quote name primary quote expiration date discount % total amount click ‘ok’ click wrench icon in the orders related list to configure the layout of this list now add the following fields into the ‘selected fields’ column order number status quote name start date total amount click ok save the layout quote page layout to configure the quote page layout, search and open object ‘quote’ click ‘page layouts’ click ‘page layout assignment’ click ‘edit assignment’ highlight the page layout associated with the user profile, and select the nue page layout with the version nue quote layout v2406 save quote compact layout to configure the quote compact layout, search and open object quote click ‘compact layouts’ click ‘compact layout assignments’ click ‘edit assignment’ assign the primary contact layout to be nue quote compact layout click ‘save’ order page layout to configure the opportunity page layout search and open object order click ‘page layouts’ click ‘page layout assignment’ click ‘edit assignment’ highlight the page layout associated with the user profile, and select the nue page layout with the latest version, e g ‘nue order layout v2111 6’ save order compact layout to configure the order compact layout search and open object order click ‘compact layouts’ click ‘compact layout assignments’ click ‘edit assignment’ assign the primary contact layout to be nue compact layout click ‘save’ invoice page layout to configure the invoice page layout search and open object invoice click ‘page layouts’ click ‘page layout assignment’ click ‘edit assignment’ highlight the page layout associated with the user profile, and select the nue page layout with the latest version, e g ‘ invoice layout v2211 1 ’ save docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 refresh layout "nue quote layout v2406" is nue's recommended quote layout, and "nue order layout v2111 6" is nue's recommended order layout if you want to use custom layouts, and assign different layouts for different user profiles, you can follow the steps below under the "page layouts" section, click on nue's recommended page layout, e g , nue quote layout v2406 on the page layout detail page, click on the "clone" button enter a new name for the cloned layout in the "layout name" field optionally, adjust any settings or configurations as needed click "save" to create the cloned page layout assign the cloned layout to relevant profiles or record types, if necessary, by clicking on the "page layout assignment" button repeat above for order as well login to nue app https //app nue io , and click settings search for "layout settings" to navigate to the quotes and orders settings page in the layout settings section, click on 'refresh' now both the create quote and create order pages will dynamically adopt the assigned page layout of the logged in user docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 configure flows we use the following flow to update the opportunity pricing related fields when creating or updating a primary quote, this flow needs to be activated for most of the customers navigate to setup > process automation > flows, and search for ‘update opportunity pricing fields’ click ‘view details and versions’ from the action menu then activate the flow from the detail page docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 system configurations the following system configurations are preferred for nue on salesforce to function properly in salesforce for now docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 lightning web security if you encounter performance degradation on nue lightning pages intermittently, you may need to check that the lightning web security setting is disabled navigate to session settings → lightning web security → disable this feature docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 adopt updated csv directives customers might experience issues where their bundle images (hosted in amazon s3) are not loading properly because a recent salesforce security update is causing a conflict with our current image storage method navigate to session settings → content security policy directive rendering, and disable "adopt updated csv directives" congratulations! now you have successfully set up nue on salesforce, and connect your nue instance with nue on salesforce troubleshooting incorrect nue password if you are having issues connecting make sure you entered the correct nue password during the connection process you can use the salesforce connection page to reconnect with correct password login to https //app nue io for production or https //app sandbox nue io for sandbox, and sign in as a system administrator navigate to settings → salesforce integration on the salesforce connection page, click the deactivate button now you can reconnect with the correct password so, click the reconnect to salesforce button this will open a modal window where you will need to enter the following information and click initiate salesforce connection salesforce environment enter one of the following based on your salesforce environment production sandbox custom domain (if this is selected, you'll need to enter a salesforce url below can be for either production or sandbox ) salesforce url if custom domain is selected, enter the full salesforce url note, this is sometimes needed if the salesforce instance is newly created salesforce username the salesforce username you are using to connect to nue nue account password the password for the current logged in user this user's credentials will be used to log into nue from salesforce the connection will take you to salesforce to authenticate and allow access for the connection and then take you back to the salesforce connection page in nue on the nue salesforce connection page, you will have a message that will show up until the process is done if this does not automatically refresh, then reload the page after a minute or two and you'll see the page with an active status expired api key if you setup the external credentials, the api key may have been expired or not configured properly to solve this issue, navigate to nue app → settings → api keys, and click the rotate icon to rotate the api key used for salesforce integration then follow this article to reconfigure and use api key in salesforce blocked connected apps oauth configuration connected apps oauth may be blocked please follow the steps below to unblock nue's connected app's oauth usage in salesforce go to setup in salesforce search for and select connected apps oauth usage find ‘ nue revenue builder ’ in the list of connected apps if it’s blocked, click unblock next to the app confirm the action if prompted this will restore the app’s ability to authenticate via oauth if the app remains blocked, further investigation of oauth policies or permissions might be required it may take up to 10 minutes for salesforce to activate the connection so proceed to other configurations, and come back to complete the salesforce connection setup later connect to salesforce sandbox org if you are using a nue sandbox tenant that is connected to a salesforce sandbox org, please note that when the salesforce sandbox is refreshed, all configurations—including the nue on salesforce package, the connected app, permission sets, and page layouts—will be copied from your production org after the refresh, you will only need to follow the step " https //docs nue io/nue on salesforce setup and configuration guide#kvibx " to reconnect your nue sandbox tenant to the refreshed salesforce sandbox org