Salesforce Account vs Nue Customer

nue is a dual platform system designed to manage the entire cross channel quote to cash journey across two seamlessly integrated platforms the salesforce platform and the nue core services this integration ensures that all processes, from initial quoting to final cash collection, are efficiently handled and synchronized, providing maximum flexibility and control the customer data acts as the master data in both systems when an order is activated on salesforce, the associated account will be synced to nue as a customer, and this customer will then serve as the billing account for the order in the billing engine sync accounts to customers automatically administrators have the ability to enable the setting to automatically synchronize salesforce accounts to nue customers upon their creation and updates login to nue application navigate to system setting > salesforce integration admins should see a setting ' automatically synchronize salesforce accounts to nue customers when they are created or updated ' before enabling the setting, it is important to first process the data check and sync for existing accounts by clicking the "migrate data" button next to the setting sync customer setting jpg once the migration of existing accounts is complete, the setting will be activated automatically any changes made to accounts that meet the specified filter criteria in salesforce will be synced to nue automatically by default, nue will sync accounts that have the "customer since" field filled out (this field is populated when an active order is placed) admins have the ability to modify the filter conditions according to their business needs after the filter is updated, any accounts that meet the new criteria will be synced to nue automatically sync customer setting on jpg note please note that only fields available on the nue customer object will be synchronized if you need to sync custom fields from the salesforce account to nue, please include them in the field set 'fields exposed to nue' account field set jpg sync customers created via self service to accounts automatically to ensure that only buying customers are synced from self service to salesforce, self service defaults to only customers with activated orders will have accounts created however, if desired, administrators now have the ability to enable the setting to automatically synchronize nue customers to salesforce accounts upon their creation and upon updates login to nue application navigate to system setting > salesforce integration admins should see a setting ' automatically sync nue customers to salesforce accounts upon updates ' once the toggle is enabled, any customer created via self service api's in nue will automatically sync to salesforce any changes made to accounts that meet the specified filter criteria in salesforce will be synced to nue automatically billing account hierarchy if your organization is using the billing account hierarchy docid\ isknq1oh0d81vhnqjs7ei to manage your sales process, activating an order will automatically sync the related sales and billing accounts to nue when the setting ' automatically synchronize salesforce accounts to nue customers when they are created or updated ' is enabled, any new billing account created for a sales account in salesforce will also be synchronized with nue related billing accounts jpg transaction hub you can view the sync status between nue customers and salesforce accounts on the customer list page if a customer has been synced between nue and salesforce, the salesforce icon in the 'transaction hub' column will be activated; otherwise, it will appear as inactive customer transaction hub jpg for nue customers who are not synced with salesforce accounts, you can manually send them to salesforce once they are synced, you should be able to see the corresponding transaction hub records generated transaction hub list jpg put it all together by default, nue queries salesforce to retrieve the latest status of the accounts that need to be billed in the billing schedule however, the billing process may occasionally time out due to a large number of accounts in salesforce or limitations of the salesforce apis if the setting " automatically synchronize salesforce accounts to nue customers and vice versa when they are created or updated " is enabled, nue will use the customers that have been synced instead this can enhance the performance of the billing process