Nue on Salesforce Setup and Configuration Guide

this guide walks you through the process of setting up nue on salesforce and connecting it to your nue instance in this guide, you will install and configure nue on salesforce connect your nue tenant to salesforce the setup typically takes 10–30 minutes , depending on your familiarity with the nue platform and salesforce let’s get started! 🚀 docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 install and configure nue on salesforce docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 system requirements the salesforce org must be on salesforce sales cloud enterprise edition , and the administrator performing the setup must have a salesforce (not salesforce platform) user license enable quote and order feature nue on salesforce requires quotes and orders to be enabled in your salesforce org please follow the steps below to enable these features before installing nue on salesforce managed package to ensure a successful installation of the managed package enable quote feature nue leverages the standard quote object in salesforce to enable quote feature, follow the steps below steps go to setup in salesforce in the quick find box, search for “quote settings ” click quote settings check enable quotes optionally enable create quotes without a related opportunity click save enabling “create quotes without a related opportunity” is required for features like https //docs nue io/release 2505 07242025#switch primary quote to different opportunity and and ensuring quote line items sync correctly enable quote feature 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 enable order feature docid 5df7a5868a338bc73cf6cc5a2aeccd8e9a681cd5 install nue on salesforce managed package please obtain the latest installation url and password for the nue on salesforce nue on 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 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 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 temporarily disable multi factor authentication (mfa) multi factor authentication (mfa) must be temporarily disabled for the initial nue–salesforce connection to complete successfully once the setup is finished, you can re enable mfa log in to nue navigate to settings → security under multi factor authentication (mfa) , toggle off “require mfa for all direct logins to nue ui ” 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 connect to salesforce with salesforce url we provide the option to use production (login salesforce com) and sandbox (test salesforce com) as connection methods however, selecting these general salesforce endpoints may result in unpredictable delays during the connection process as a best practice — and nue’s recommendation — you should use your my domain (custom domain) for a faster and more reliable experience salesforce url enter the full salesforce url this must be the primary org domain ending in my salesforce com , not the app domain ending in lightning force com example https //vroom uat my salesforce 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 once salesforce is connected, you can use this icon to seamlessly authenticate into salesforce via oauth re enable multi factor authentication (mfa) once the nue–salesforce connection and setup are complete, we strongly recommend re enabling mfa to maintain account security steps log in to nue navigate to settings → security toggle on “require mfa for all direct logins to nue ui ” click save re enabling mfa ensures your organization remains compliant with security best practices while protecting user access configure nue on salesforce after the nue on salesforce package is successfully installed and nue is connected to salesforce, you will need to configure your salesforce org with the following settings configure nue api key as an external named credentials standard picklist values permission sets page layouts configure nue api key as an external named credential the named credentials allow salesforce to communicate with nue please follow the steps below to configure nue api key as an external named credential in your salesforce org 🔄 automation on the way we plan to automate these steps soon as part of the connect to salesforce setup experience configure external named credentials navigate to settings and search for “named credentials ” click on the relevant external credentials link for production nue external credentials for sandbox nue external credentials (sandbox) on the external credentials page, locate the principals section in the row labeled api key , click actions → edit in the popup window, click add , then enter your nue api key click save to save your changes nue api key you can obtain a copy of your nue api key by following https //api docs nue io/api keys update custom setting this setting tells nue which named credential to use when calling the nue platform api by default, it may point to a user credentials based credential updating it to ruby nueplatformbuilder switches the connection to use the api key–based external credential you configured above, which is more secure and does not require mfa to be disabled please follow the steps below to configure system settings navigate to setup → custom settings → nue system setting, and click manage select nueplatformnamecredential , and click edit change the row value to ruby nueplatformbuilder ruby nueplatformbuilder and then click save if you are connecting to a nue sandbox, change the value to ruby nueplatformbuildersandbox ruby nueplatformbuildersandbox instead add named principals in the permission set after successfully configuring the named principal that includes the api key, you must include it in a designated permission set navigate to settings > permission sets and select the permission set named nue required permissions select external credential principal access , and click edit move " nueexternalcredentials api key nueexternalcredentials api key " to the enabled column, and click save for sandbox, move " nueexternalcredentialssandbox api key nueexternalcredentialssandbox api key " to the enabled column 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 navigate to settings > 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 draft 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 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, account site, and ownership fields of account object are 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, nue required permissions and click ‘object settings’ search and click to open ‘accounts’ click ‘edit’, and find account number, account site, and ownership in the field permissions section check the checkbox for "read access" at least, or "edit access" if needed and save 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 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 optional customize permissions in 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 once they have been configured in the nue app please note that granting access to a lifecycle dashboard allows users to view all data displayed within that dashboard be sure to assign access in accordance with your organization’s security and permission requirements for more information on enabling lifecycle dashboards, please refer to docid 5pxskh5mnivwng540ziut 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 select the page layout associated with the desired profile (e g , system administrator ) to open the page layout editor in the editor, select mobile and lightning actions search for “customer chatbot” and “manage customer lifecycle ” drag and drop these actions into the salesforce mobile and lightning experience actions section 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 subtotal subscription term discount % total price 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 configure quote related list 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 v2408 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 compact layout to be nue quote compact layout click ‘save’ order page layout to configure the order 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 v2504 1’ 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 v2408" is nue's recommended quote layout, and "nue order layout v2504 1" 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 create custom page layout in salesforce under the "page layouts" section, click on nue's recommended page layout, e g , nue quote layout v2408 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 refresh the layout configurations in nue login to https //app nue io , and click settings search settings refresh profile layout settings in salesforce 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 activate the standard price book if you are working with a brand new salesforce org , you will need to activate the standard price book in nue before creating your first quote to do this, navigate to nue → price books , open the standard price book , and ensure it is marked as active activating the standard price book is required for pricing to function correctly and is a prerequisite for quote creation activate standard pricebook 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 https //docs nue io/api docs/api keys to reconfigure and use api key in salesforce require pkce for authorization flows enabled connected apps oauth may be prevented because require proof key for code exchange (pkce) is required search for and select oauth and openid connect settings on the oauth and openid connect settings page, find the ' require proof key for code exchange (pkce) extension for supported authorization flows ' toggle if it is on, toggle it off confirm the action if prompted this will restore the app's ability to authenticate via oauth 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