{"__v":23,"_id":"5769b8f02e98532200832791","category":{"__v":5,"_id":"5665e3db1b6559190020ae8c","pages":["5665e3f81b6559190020ae8e","5665e424d8a06b170063f318","5665e43cb6c0f60d00eae549","5665e4661b6559190020ae90","56d0ca6c376b040b005b30c6"],"project":"56450a342229d7170010928a","version":"56450a342229d7170010928d","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-12-07T19:54:03.798Z","from_sync":false,"order":3,"slug":"3rd-party","title":"3rd Party Integrations"},"parentDoc":null,"project":"56450a342229d7170010928a","user":"56fda42a5a08190e00085026","version":{"__v":9,"_id":"56450a342229d7170010928d","project":"56450a342229d7170010928a","createdAt":"2015-11-12T21:52:52.685Z","releaseDate":"2015-11-12T21:52:52.684Z","categories":["56450a352229d7170010928e","56450a472c74cf1900da48ca","565def2677f0090d005819bb","5665dfa0e93ae70d00b96a2a","5665e3db1b6559190020ae8c","5665e47763109d0d0036ba5a","5690123f18c3920d00be8b1c","56944016d8c04d1700e5ae20","569447891005590d0062cace"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"updates":[],"createdAt":"2016-06-21T22:00:16.344Z","link_external":false,"link_url":"","githubsync":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":1,"body":"## Intro\n\nThis page describes the Advanced Salesforce Integration, which was released in 2016. For the previous version of the Salesforce integration documentation, see [here](https://docs.recurly.com/docs/salesforce-integration). \n\nFor information on migrating from the previous version to Recurly for salesforce, see [here](https://docs.recurly.com/docs/salesforce-migration). The original version of the integration will be deprecated at a date to be determined.\n\n####**Considerations before integrating Recurly with Salesforce**:\n\n* We recommend that before integrating either Recurly or Salesforce production instances, that you open a Recurly site in sandbox mode and test with non-production data synced to a Salesforce sandbox site.\n* This integration is available in the **Professional** and **Enterprise** plans of Recurly.\n* The integration works with Salesforce **sandbox** or **production** sites.\n* The integration works with Recurly sites in **sandbox** or **production** mode.\n* For multi-currency users, the integration currently does not support creating or editing subscriptions and subscriptions plans in different currencies within Salesforce.\n* The integration currently does not support linking Recurly data with Salesforce contacts, or opportunity objects.\n* Salesforce custom code is not supported by Recurly. Please contact us if you would like to discuss custom solutions to data manipulation and transfer within Salesforce as we can provide high-level guidance about how other merchants have solved for these use cases.\n\n## Installing the integration\n\nWhen you install the integration, the following custom objects will be added to your Salesforce organization:\n\n* Recurly Accounts\n* Recurly Subscriptions\n* Recurly Plans\n* Recurly Invoices\n* Recurly Line Items (the detail level of invoices)\n* Recurly Transactions\n* Recurly Admin (this object is only for system administrators)\n* Recurly Logs (for troubleshooting and audit trail)\n\nFor explicit instructions on installing the integration, please see the [Recurly for Salesforce Set Up](https://docs.recurly.com/v1.0/docs/recurly-for-salesforce-set-up) page. You can also see a video on how to set up the integration [here](https://youtu.be/pRXZ-gRcNr4).\n\n### Integration Version\n\nThe **current version** of the integration is version 2.0. This page will be updated with a link to the new package, as well as additional information related to the new version.\n\nRelease notes for the integration are located [here](https://docs.recurly.com/docs/salesforcereleasenotes).\n\n## Recurly Accounts\n\nRecurly synchronizes your accounts with the following fields in the **Recurly Accounts** custom object within Salesforce:\n\n* Account Code\n* Company\n* Status\n* First Name\n* Last Name\n* Username\n* Email\n* CC Email\n* Account ID\n* VAT Number\n* Tax Exempt\n* Account Address\n* Account Payment Information\n* Card Type\n* First 6 Digits of CC\n* Last 4 Digits of CC\n* CC Valid?\n* CC Exp Month\n* CC Exp Year\n\nOn the Recurly Account page, you can view the Subscriptions, Invoices, and Transactions related to each one of these accounts once they have been synced from Recurly.\n\nOnce these records are in Salesforce, users can update the following fields to be synced back to Recurly via the Edit button on the Recurly Account record:\n\n* Company\n* First Name\n* Last Name\n* Email\n* CC Email\n* VAT Number\n* Tax Exempt\n\nPayment Information fields can be updated via the \"Add Payment Information\" button on the Recurly Account page. This form uses [Recurly.js](https://recurly.com/recurlyjs/) to securely submit credit card data from Salesforce to Recurly in a PCI-compliant manner. Once entered in Salesforce, they will be sent to Recurly and the card will be re-authorized.\n\n### Deleted Accounts\n\nIf an account is deleted in Salesforce its record ID is captured in a custom object labeled Deleted Accounts. When accounts are synced into Salesforce, a check is made to see whether the account ID has been captured in the deleted account object. If it has, the account is not synced into Salesforce.\n\n### Deactivate / Reactivate Accounts\n\n“Deactivate” and “Reactivate” buttons have been provided on the account page. The buttons allow a user to deactivate an active account, or reactivate a deactivated account. \n\nNote: Deactivating an account will cause the Billing Information for the account to be deleted and any subscriptions on the account will be cancelled.\n\n## Recurly Plans\n\nRecurly synchronizes your plans with the following fields in the **Recurly Plans** object within Salesforce:\n\n* Plan Name\n* Plan ID\n* Plan Code\n* Status\n* Description\n* Interval Length\n* Recurring Charge Amount\n* Setup Fee\n* Tax Collection\n\nAlso on the plan page, you can view the Subscriptions, Invoices, and Transactions related to each one of these plans once they have been synced from Recurly.\n\nEdits to plans from within Salesforce will not be synced with Recurly. \n\n## Recurly Add-Ons\n\nRecurly synchronizes your add-ons with the following fields in the **Recurly Add-Ons** object within Salesforce:\n\n* Add-On Name\n* Add-On ID\n* Code\n* Status\n* Price\n\nEdits to add-ons from within Salesforce will not be synced with Recurly.\n\n## Recurly Subscriptions\n\nRecurly synchronizes your subscriptions with the following fields in the **Recurly Subscriptions** object within Salesforce:\n\n* Plan Name\n* Trial Length\n* Currency (custom currency field)\n* Price\n* Quantity\n* Coupon Code\n* Collection Method\n* Customer Notes (defaults to notes from account page)\n\nThere are multiple actions that can be taken to edit a subscription from within Salesforce and integrate the changes back to Recurly. These can be accessed using the Edit Subscription Plan button on the Recurly Subscription page.\n\n### Adding a new subscription within Salesforce\n\nFrom a record in the Recurly Accounts custom object in Salesforce, click \"New Recurly Subscription\". You will be presented with a custom Visual Force page that will allow you to enter Plan details, amount, add-ons, and dates just as you would within the Recurly UI.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/56qY4jPShGgs6O0IDx5s_Screen%20Shot%202016-04-26%20at%206.38.21%20PM.png\",\n        \"Screen Shot 2016-04-26 at 6.38.21 PM.png\",\n        \"1135\",\n        \"1076\",\n        \"#2472b1\",\n        \"\"\n      ],\n      \"sizing\": \"smart\"\n    }\n  ]\n}\n[/block]\n### Editing a Subscription within Salesforce\n\nTo edit a subscription, click \"Manage Subscription Plan\" from the Recurly Subscription object. You will be given a number of options of fields to edit.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/YFmLDHnHTFqctfm4NRrM_Screen%20Shot%202016-04-26%20at%206.45.23%20PM.png\",\n        \"Screen Shot 2016-04-26 at 6.45.23 PM.png\",\n        \"1131\",\n        \"269\",\n        \"#2d5e99\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n### Cancelling a subscription within Salesforce\n\nTo cancel a subscription, follow the \"Manage Subscription Plan\" flow to edit a subscription, and click \"Cancel Subscription.\" This will cause the subscription to not renew within Recurly as of the next renewal date.\n\n### Terminating a subscription within Salesforce\n\nTo terminate a subscription from within Recurly, follow the instructions to edit a subscription, and click \"Terminate Subscription.\" You will be presented with options to terminate with a full refund, partial refund, or no refund.\n\n### Subscriptions Pending Changes\n\nSubscriptions that have the Pending Changes box checked have changes pending at their next renewal date in Recurly. Note that any changes (subscription change, cancellation, or termination) will delete any pending changes within Recurly. NOTE: you cannot see which changes are pending in Salesforce. In order to see which changes are pending, please log into Recurly.\n\n## Recurly Invoices\n\nRecurly synchronizes your invoices with the following fields in the **Recurly Invoices** object within Salesforce:\n\n* Invoice Number\n* Invoice ID\n* Type\n* Status\n* Currency\n* Total\n* Discount\n* Tax Amount\n* Due Date\n* Recurly Account\n* Subscription ID\n* Collection Method\n* PO Number\n* Terms\n* Customer Notes\n* VAT Number\n\nEdits to invoices from within Salesforce will not be integrated with Recurly.\n\n## Recurly Line Items\n\nRecurly synchronizes your invoice line items with the following fields in the **Recurly Line Items** object within Salesforce:\n\n* Line Item ID + Date/Time\n* Type\n* State\n* Origin\n* Description\n* Tax Code\n* Start date\n* End Date\n* Currency\n* Unit Amount\n* Quantity\n* Amount\n* Discount\n* Tax\n* Refund\n* Accounting Code\n* Plan Code\n\nEdits to invoice line items from within Salesforce will not be integrated with Recurly. If you disable the syncing of line items, no line items will be synced with Salesforce.\n\n## Recurly Transactions\n\nRecurly synchronizes your transactions with the following fields in the **Recurly Transactions** object within Salesforce:\n\n* Transaction Name: Recurly ID + Date/Time of Transaction\n* UUID\n* Tupe\n* Status\n* Currency\n* Amount\n* Account ID\n* Origin\n* Status\n* Recurly Invoice\n* State\n* Payment Information (address)\n* Gateway ID\n* Message\n* Approval Code\n* Gateway Reference\n\nEdits to invoice transactions from within Salesforce will not be integrated with Recurly. If you disable the syncing of transactions, no transactions will be synced with Salesforce.\n\n## What doesn't sync back to Recurly?\n\nThe main objects that are available to be edited from within Salesforce are accounts and subscriptions. The following objects are editable in Salesforce (depending on your configuration) but will not have changes synced back to Recurly:\n\n* Invoices\n* Line Items\n* Plans\n* Add-Ons\n* Transactions\n\n## Roles & Permissions\n\nTo control who can access the application, and what they have access to, 4 custom profiles and permission sets have been created. The custom profiles should be mapped to existing org profiles during the installation process while the permission sets can be assigned to individuals based on a specific need for them to have access to the app.\n\n* **Recurly Admin** - The Recurly Admin has read and view access to all of the objects. The admin also has create and edit permissions where the app allows. The admin also has access to an Admin tab that allows application controls to be set. An additional tab that the admin can access is the Recurly log tab, this allows the admin to view and interpret data sync errors.\n* **Recurly Sales User** - The Recurly Sales user has read and view access to all of the objects. The sales user also has create and edit permissions where the app allows.\n* **Recurly Support User** - The Recurly Support user only has read and view access to all of the objects.\n* **Sales / Marketing Manager** - The Recurly Sales user only has read and view access to all of the objects.\n\n## Support\n\nIf you are having any issues with your Salesforce integration, the first place to investigate is within the \"Recurly Logs\" object within the Salesforce managed package. This section includes information about which API calls were made to Recurly, whether they were successful or unsuccessful, and more detailed information about failed calls.\n\n### Recurly to Salesforce Sync Errors\n\nWhen there are errors with the Recurly to Salesforce sync, the API will attempt to re-sync the failed data automatically. For example, if an invoice is unable to be synced, the integration will attempt to re-sync when it runs next. These messages will appear in the “Recurly Logs” section addressed above.\n\nTo run a report about these errors, a folder called \"Recurly Reports\" has been created in Reports and Dashboards within Salesforce. The report called \"Recurly Error Logs\" within this folder provides reporting on errors from Recurly to Salesforce. This is the first place to check when you find errors in your sync process.\n\n### Salesforce to Recurly Sync Errors\n\nWhen data fails to sync between Salesforce and Recurly, the user who edited the record inside of Salesforce will receive an email with information on why the sync failed.\n\n### Workflow, Triggers, and Salesforce Customization\n\nYou are able to add Force.com customization on top of Recurly custom objects within Salesforce. However, these customizations will not be supported by Recurly as every merchant will require different triggers, workflows, and customizations in order to integrate Recurly data into their business process.\n\n### Further Support\n\nIf you require further support, please contact [Recurly Support](https://support.recurly.com/) and we will be happy to assist you. Please be sure to mention which version of the package you are using (this is available on the Recurly Admin screen)","excerpt":"To improve process efficiency and eliminate duplicate data entry, Recurly for Salesforce integration seamlessly links your Recurly account directly to your Salesforce Organization. The Recurly for Salesforce integration automatically updates Account, Plan, Subscription, Invoice, Transaction, and Line Item data.\n\nSalesforce users are able to manage customer account and subscription information from within Salesforce, and the changes can be synced to Recurly.","slug":"salesforce","type":"basic","title":"Recurly for Salesforce"}

Recurly for Salesforce

To improve process efficiency and eliminate duplicate data entry, Recurly for Salesforce integration seamlessly links your Recurly account directly to your Salesforce Organization. The Recurly for Salesforce integration automatically updates Account, Plan, Subscription, Invoice, Transaction, and Line Item data. Salesforce users are able to manage customer account and subscription information from within Salesforce, and the changes can be synced to Recurly.

## Intro This page describes the Advanced Salesforce Integration, which was released in 2016. For the previous version of the Salesforce integration documentation, see [here](https://docs.recurly.com/docs/salesforce-integration). For information on migrating from the previous version to Recurly for salesforce, see [here](https://docs.recurly.com/docs/salesforce-migration). The original version of the integration will be deprecated at a date to be determined. ####**Considerations before integrating Recurly with Salesforce**: * We recommend that before integrating either Recurly or Salesforce production instances, that you open a Recurly site in sandbox mode and test with non-production data synced to a Salesforce sandbox site. * This integration is available in the **Professional** and **Enterprise** plans of Recurly. * The integration works with Salesforce **sandbox** or **production** sites. * The integration works with Recurly sites in **sandbox** or **production** mode. * For multi-currency users, the integration currently does not support creating or editing subscriptions and subscriptions plans in different currencies within Salesforce. * The integration currently does not support linking Recurly data with Salesforce contacts, or opportunity objects. * Salesforce custom code is not supported by Recurly. Please contact us if you would like to discuss custom solutions to data manipulation and transfer within Salesforce as we can provide high-level guidance about how other merchants have solved for these use cases. ## Installing the integration When you install the integration, the following custom objects will be added to your Salesforce organization: * Recurly Accounts * Recurly Subscriptions * Recurly Plans * Recurly Invoices * Recurly Line Items (the detail level of invoices) * Recurly Transactions * Recurly Admin (this object is only for system administrators) * Recurly Logs (for troubleshooting and audit trail) For explicit instructions on installing the integration, please see the [Recurly for Salesforce Set Up](https://docs.recurly.com/v1.0/docs/recurly-for-salesforce-set-up) page. You can also see a video on how to set up the integration [here](https://youtu.be/pRXZ-gRcNr4). ### Integration Version The **current version** of the integration is version 2.0. This page will be updated with a link to the new package, as well as additional information related to the new version. Release notes for the integration are located [here](https://docs.recurly.com/docs/salesforcereleasenotes). ## Recurly Accounts Recurly synchronizes your accounts with the following fields in the **Recurly Accounts** custom object within Salesforce: * Account Code * Company * Status * First Name * Last Name * Username * Email * CC Email * Account ID * VAT Number * Tax Exempt * Account Address * Account Payment Information * Card Type * First 6 Digits of CC * Last 4 Digits of CC * CC Valid? * CC Exp Month * CC Exp Year On the Recurly Account page, you can view the Subscriptions, Invoices, and Transactions related to each one of these accounts once they have been synced from Recurly. Once these records are in Salesforce, users can update the following fields to be synced back to Recurly via the Edit button on the Recurly Account record: * Company * First Name * Last Name * Email * CC Email * VAT Number * Tax Exempt Payment Information fields can be updated via the "Add Payment Information" button on the Recurly Account page. This form uses [Recurly.js](https://recurly.com/recurlyjs/) to securely submit credit card data from Salesforce to Recurly in a PCI-compliant manner. Once entered in Salesforce, they will be sent to Recurly and the card will be re-authorized. ### Deleted Accounts If an account is deleted in Salesforce its record ID is captured in a custom object labeled Deleted Accounts. When accounts are synced into Salesforce, a check is made to see whether the account ID has been captured in the deleted account object. If it has, the account is not synced into Salesforce. ### Deactivate / Reactivate Accounts “Deactivate” and “Reactivate” buttons have been provided on the account page. The buttons allow a user to deactivate an active account, or reactivate a deactivated account. Note: Deactivating an account will cause the Billing Information for the account to be deleted and any subscriptions on the account will be cancelled. ## Recurly Plans Recurly synchronizes your plans with the following fields in the **Recurly Plans** object within Salesforce: * Plan Name * Plan ID * Plan Code * Status * Description * Interval Length * Recurring Charge Amount * Setup Fee * Tax Collection Also on the plan page, you can view the Subscriptions, Invoices, and Transactions related to each one of these plans once they have been synced from Recurly. Edits to plans from within Salesforce will not be synced with Recurly. ## Recurly Add-Ons Recurly synchronizes your add-ons with the following fields in the **Recurly Add-Ons** object within Salesforce: * Add-On Name * Add-On ID * Code * Status * Price Edits to add-ons from within Salesforce will not be synced with Recurly. ## Recurly Subscriptions Recurly synchronizes your subscriptions with the following fields in the **Recurly Subscriptions** object within Salesforce: * Plan Name * Trial Length * Currency (custom currency field) * Price * Quantity * Coupon Code * Collection Method * Customer Notes (defaults to notes from account page) There are multiple actions that can be taken to edit a subscription from within Salesforce and integrate the changes back to Recurly. These can be accessed using the Edit Subscription Plan button on the Recurly Subscription page. ### Adding a new subscription within Salesforce From a record in the Recurly Accounts custom object in Salesforce, click "New Recurly Subscription". You will be presented with a custom Visual Force page that will allow you to enter Plan details, amount, add-ons, and dates just as you would within the Recurly UI. [block:image] { "images": [ { "image": [ "https://files.readme.io/56qY4jPShGgs6O0IDx5s_Screen%20Shot%202016-04-26%20at%206.38.21%20PM.png", "Screen Shot 2016-04-26 at 6.38.21 PM.png", "1135", "1076", "#2472b1", "" ], "sizing": "smart" } ] } [/block] ### Editing a Subscription within Salesforce To edit a subscription, click "Manage Subscription Plan" from the Recurly Subscription object. You will be given a number of options of fields to edit. [block:image] { "images": [ { "image": [ "https://files.readme.io/YFmLDHnHTFqctfm4NRrM_Screen%20Shot%202016-04-26%20at%206.45.23%20PM.png", "Screen Shot 2016-04-26 at 6.45.23 PM.png", "1131", "269", "#2d5e99", "" ] } ] } [/block] ### Cancelling a subscription within Salesforce To cancel a subscription, follow the "Manage Subscription Plan" flow to edit a subscription, and click "Cancel Subscription." This will cause the subscription to not renew within Recurly as of the next renewal date. ### Terminating a subscription within Salesforce To terminate a subscription from within Recurly, follow the instructions to edit a subscription, and click "Terminate Subscription." You will be presented with options to terminate with a full refund, partial refund, or no refund. ### Subscriptions Pending Changes Subscriptions that have the Pending Changes box checked have changes pending at their next renewal date in Recurly. Note that any changes (subscription change, cancellation, or termination) will delete any pending changes within Recurly. NOTE: you cannot see which changes are pending in Salesforce. In order to see which changes are pending, please log into Recurly. ## Recurly Invoices Recurly synchronizes your invoices with the following fields in the **Recurly Invoices** object within Salesforce: * Invoice Number * Invoice ID * Type * Status * Currency * Total * Discount * Tax Amount * Due Date * Recurly Account * Subscription ID * Collection Method * PO Number * Terms * Customer Notes * VAT Number Edits to invoices from within Salesforce will not be integrated with Recurly. ## Recurly Line Items Recurly synchronizes your invoice line items with the following fields in the **Recurly Line Items** object within Salesforce: * Line Item ID + Date/Time * Type * State * Origin * Description * Tax Code * Start date * End Date * Currency * Unit Amount * Quantity * Amount * Discount * Tax * Refund * Accounting Code * Plan Code Edits to invoice line items from within Salesforce will not be integrated with Recurly. If you disable the syncing of line items, no line items will be synced with Salesforce. ## Recurly Transactions Recurly synchronizes your transactions with the following fields in the **Recurly Transactions** object within Salesforce: * Transaction Name: Recurly ID + Date/Time of Transaction * UUID * Tupe * Status * Currency * Amount * Account ID * Origin * Status * Recurly Invoice * State * Payment Information (address) * Gateway ID * Message * Approval Code * Gateway Reference Edits to invoice transactions from within Salesforce will not be integrated with Recurly. If you disable the syncing of transactions, no transactions will be synced with Salesforce. ## What doesn't sync back to Recurly? The main objects that are available to be edited from within Salesforce are accounts and subscriptions. The following objects are editable in Salesforce (depending on your configuration) but will not have changes synced back to Recurly: * Invoices * Line Items * Plans * Add-Ons * Transactions ## Roles & Permissions To control who can access the application, and what they have access to, 4 custom profiles and permission sets have been created. The custom profiles should be mapped to existing org profiles during the installation process while the permission sets can be assigned to individuals based on a specific need for them to have access to the app. * **Recurly Admin** - The Recurly Admin has read and view access to all of the objects. The admin also has create and edit permissions where the app allows. The admin also has access to an Admin tab that allows application controls to be set. An additional tab that the admin can access is the Recurly log tab, this allows the admin to view and interpret data sync errors. * **Recurly Sales User** - The Recurly Sales user has read and view access to all of the objects. The sales user also has create and edit permissions where the app allows. * **Recurly Support User** - The Recurly Support user only has read and view access to all of the objects. * **Sales / Marketing Manager** - The Recurly Sales user only has read and view access to all of the objects. ## Support If you are having any issues with your Salesforce integration, the first place to investigate is within the "Recurly Logs" object within the Salesforce managed package. This section includes information about which API calls were made to Recurly, whether they were successful or unsuccessful, and more detailed information about failed calls. ### Recurly to Salesforce Sync Errors When there are errors with the Recurly to Salesforce sync, the API will attempt to re-sync the failed data automatically. For example, if an invoice is unable to be synced, the integration will attempt to re-sync when it runs next. These messages will appear in the “Recurly Logs” section addressed above. To run a report about these errors, a folder called "Recurly Reports" has been created in Reports and Dashboards within Salesforce. The report called "Recurly Error Logs" within this folder provides reporting on errors from Recurly to Salesforce. This is the first place to check when you find errors in your sync process. ### Salesforce to Recurly Sync Errors When data fails to sync between Salesforce and Recurly, the user who edited the record inside of Salesforce will receive an email with information on why the sync failed. ### Workflow, Triggers, and Salesforce Customization You are able to add Force.com customization on top of Recurly custom objects within Salesforce. However, these customizations will not be supported by Recurly as every merchant will require different triggers, workflows, and customizations in order to integrate Recurly data into their business process. ### Further Support If you require further support, please contact [Recurly Support](https://support.recurly.com/) and we will be happy to assist you. Please be sure to mention which version of the package you are using (this is available on the Recurly Admin screen)