This article provides installation instructions for the Ordway Connector for Salesforce.

Table of Contents

• Package Installation & Connection in Salesforce
  • Set User Permissions
  • Assign & Configure Ordway Page Layouts - Opportunity 
  • Assign & Configure Ordway Page Layouts - Opportunity Product
  • Configure Discount Field
  • Connect to Ordway from Salesforce
• Settings
  • Account/Contact Settings
  • Opportunity Settings
  • Contract Settings
  • Plan Picker Settings
• Connect to Salesforce in Ordway
• Object and Field Mappings
  • Between Salesforce & Ordway
  • Between Objects in Salesforce
• Ordway Product & Plan Configuration
  • Create an Ordway Product
  • Create/Update a Product in Ordway
  • Create an Ordway Plan
  • Create/Update a Plan in Ordway (Webhook)
  • Create a Volume/Tiered Charge
• Configuring Salesforce and Ordway Products to link to Plans in Salesforce
• Pull Ordway Plans into Salesforce on Demand
• Plan Picker Field Configuration

Package Installation & Connection in Salesforce

Once the latest package has been installed from AppExchange or the link below, complete the following configuration steps below.

Latest Package link.

Set User Permissions

1. In Salesforce, navigate to Set up > Administration > Users > Users.
2. Click on the User(s) of the Ordway package to assign the Ordway package permission sets.
3. Permission Set Assignments > Edit Assignments.
4. There are three options:
• Ordway CPQ - User access includes all features in the Ordway application except the Ordway Settings page.
• Ordway CPQ - Admin has access to all features in the Ordway application including the Ordway Settings page, which consists of the Ordway Connection, Settings, Object Field Mappings, and Bulk Sync Jobs sections.
• Ordway CPQ - Multi-Entity which is a permission set only for configuring multi-entity settings. This permission is not applicable for any instance that is not using the multi-entity feature in Ordway.
5. Assign the appropriate permissions set to each user for access to the Ordway CPQ application and click Save.

Assign & Configure Ordway Page Layouts - Opportunity

1. Navigate to Set up > Object Manager > Opportunity.
2. Click Page Layouts > Page Layout Assignment.

3. Click Edit Assignment.

4. Assign Ordway Opportunity Layout to relevant user roles and record type(s) and click Save.

5. Return to the Opportunity object main page and click Lightning Record Pages.

6. The Ordway Opportunity Record Page displays in the list. Perform one of the following: 

• • Set and activate this page as the default.
  • Configure the Opportunity Record Page to add Ordway custom components to the page.

If you do not wish to use the Ordway Opportunity Record Page and instead wish to use a different Opportunity Record Page, follow these steps to add Ordway components.

1. Click Opportunity Record Page or any custom Opportunity Record Page to configure it and click Edit.

2. Select Ordway Plan Picker from Custom Components and drag the component to the layout from the list of Components and click Save.

 

Assign & Configure Ordway Page Layouts - Opportunity Product

1. From the Object Manager, select Opportunity Product.

2. Click Page Layout Assignment.

3. Click Edit Assignment.

4. Assign Ordway Opportunity Product Layout to relevant user roles and record type(s) and click Save.

Configure Discount Field

For the discount field to appear in the Plan Picker, follow these steps:

1. Set up > Object Manager > Opportunity Product > Fields & Relationships.
2. Click Discount.
3. Click Set Field-Level Security.
4. Check the roles that need the field to be visible (e.g. System Administrator).
5. Click Save.
6. Open the App Launcher:

7. Scroll down to and click on Ordway Settings:

Connect to Ordway from Salesforce

1. Go to Ordway Settings > Ordway Connection. The Ordway Connection screen displays:

2. Enter email address, company name, and token. This information must exactly match the Ordway setup. To find the token value in Ordway, navigate to Setup > Users, and then click the username. Copy the token from the User profile.

For live integrations, select Production as the Ordway environment to be connected.

To change the existing connected user account, view this article.

Settings

The Automation view is only available to users with the Ordway CPQ-Admin permission set.

Account/Contact Settings

Automatically Sync Account Updates to Ordway

• If set to Yes, updates to Accounts that have Ordway Customer IDs will sync to Ordway automatically. If set to No, no updates made to Account records in Salesforce will sync to Ordway.

Automatically Sync Contact Updates to Ordway

• If set to Yes, updates to Contacts whose Accounts that have Ordway Customer IDs will sync to Ordway automatically. If set to No, no updates made to Contact records in Salesforce will sync to Ordway.
• Notes:
  • The "Sync to Ordway" checkbox field on the Contact object enables an individual contact record to be synced/not synced to Ordway.
  • If the checkbox is set to True, and the auto-sync to Ordway setting is set to Yes, changes to the Contact record will sync to Ordway. However, if the auto-sync to Ordway setting is set to No, no records will sync to Ordway even if the "Sync to Ordway" checkbox is set to True.
  • If the checkbox is set to False, and the auto-sync to Ordway setting is set to Yes, the Contact record will not sync to Ordway.

Opportunity Settings

Automatically Update Opportunity Record When Related Ordway Contract Record is Updated

• If set to Yes, Opportunity records will update when related Ordway Contracts are updated during a bulk sync of subscriptions from Ordway. If set to No, Opportunity records will not be updated during a bulk sync.

Map Opportunity Type to Opportunity Record Type

• If Opportunity Record types are enabled in the org, this setting allows user-defined mappings of each Opportunity record type to Opportunity Type (change or renewal opportunity type).

Contract Settings

Automatically create an Ordway Contract record at a specific Opportunity stage?

• When set to Yes, this enables automation and an Opportunity Stage can be selected. When Opportunities reach the selected stage, an Ordway Contract will automatically be created.

Automatically sync Ordway Contracts to Ordway

• When set to Yes, this enables automation of syncing. When enabled, creating/changing an Ordway Contract is automatically synced to Ordway.

To set up a schedule for syncing contracts to Ordway, see section on Bulk Sync Ordway Contracts.

Automatically sync Ordway Contracts from Ordway 

• This option determines whether changes to contracts in Ordway should be automatically synced back to Salesforce. When set to Yes, any change in Ordway will update contracts in Salesforce. When set to No, users manually update changes from Ordway to Salesforce.

Plan Picker Settings

Select Pricebook

• This option determines the pricebook used with the Plan Picker.  Opportunity Products in the selected pricebook must be linked to products in Ordway in order for Ordway products to appear in the Plan Picker.
• When a pricebook is selected, the system automatically associates the selected Pricebook with the Opportunity by default.
• When None is selected, the user must select a pricebook to assign to the new Opportunity when a user creates a new Opportunity.

Use Ordway Price

• Set this option to Yes to retrieve prices from Ordway into Salesforce when using the Plan Picker. 

Use Ordway pricing calculation to set Opportunity Product Sales Price and Total Price

• Salesforce does not have a default way to handle recurring pricing. Set this field to Yes to allow Ordway to do this for you. Enabling this allows the Total Price and Amount fields to accurately calculate value.

Ordway uses the following calculation for Sales Price:

Sales Price = Ordway List Price * # Of Periods

# Of Periods = Contract Term / Billing Period

NOTE: Evergreen Contract terms are treated as 12 month terms for the purposes of the calculation.

• When set to No, Ordway will display effective price and contract value in unique fields on the Opportunity Product.

Connect to Salesforce in Ordway

1. In Ordway, navigate to Menu > Setup > Integrations.

2. Click Connect next to Salesforce and supply your Salesforce login credentials. When already logged in, Ordway will automatically log you in after you allow Ordway CPQ access.

3. Once connected, the following screen displays:

4. In the drop-down, select Version 2 and click Change to view the Object and Field Mappings in Ordway. There are default mappings set so no initial configuration needs to be done.

Object and Field Mappings

Between Salesforce and Ordway

The object and field mappings in Ordway serve as the link between objects in Salesforce and Ordway. Mappings are set by default so no additional configuration is necessary though any mappings can be updated to accommodate specific use cases as needed.

Screenshots of the default mappings can be found in the Salesforce Resources article.

Between Objects in Salesforce

In Salesforce, the object and field mappings are set by default so no additional configuration needs to be done. The mappings can be accessed by going to the Ordway Settings > Ordway Field Mappings tab. This view is only available to Ordway CPQ Admin users.

See details of the mappings in the Salesforce Resources article.

Ordway Product & Plan Configuration

Beginning with v3.0, Ordway Products and Plans can be created in Salesforce.

Create an Ordway Product

1. Click on New Product
2. Mark it as Active and set the Ordway Product field to true
3. Add Product to a Pricebook
4. Click on Ordway Product
5. Update / add any additional details (SKU, description, taxable)
6. Sync Ordway Product to Ordway by clicking on the “Sync to Ordway” button
7. View the synced Product in Ordway by clicking on the “View in Ordway” button.

Create/Update a Product in Ordway

If a linked Product is updated or if a new Product is created in Ordway, changes will be synced to Salesforce if the webhook for Products is turned on.

 

Create an Ordway Plan

1. Go to Ordway Plans and click “New”
2. Fill in Plan Name and mark the Plan as Active
3. Within the Plan, add a charge to the Plan by clicking new on Ordway Charges
4. Fill in all the required information and other details
5. Select the appropriate Product to be associated with this Plan in the “Additional Information” section.
6. Add additional charges if needed.
7. Once the Ordway Plan is set up, sync the Plan to Ordway by clicking on the “Sync to Ordway” button.
8. View the synced Plan in Ordway by clicking on the “View in Ordway” button.

 

Create/Update a Plan in Ordway (webhook)

If a linked Plan is updated or if a new Plan is created in Ordway, changes will be synced to Salesforce if the webhook for Plans is turned on.

 

Create a Volume/Tiered Charge

1. To create a volume or tiered charge, select Volume or Tiered for the charge Pricing Model
2. Click into the Charge and in the “Ordway Charge Tiers” section, click New to set pricing tiers.
3. In the Ordway Charge Tiers view, add new rows, delete existing rows, update the list price and select price type (per unit or flat fee).

Note: For Products and Plans already created in Ordway, use Bulk Sync Jobs to import them into Salesforce directly. Salesforce will create these records and then establish the Salesforce ID automatically on the corresponding records in Ordway.

 

For orgs on package v2.8.1 or earlier:

Each Product in Ordway must have a value in the salesforce_id field, which corresponds to a Salesforce Product ID. in order for products and plans to display in the Plan Picker in Salesforce.

 

Configuring Salesforce and Ordway Products to link to Plans in Salesforce

1. For each Product in Salesforce, copy and paste the Salesforce product ID into the salesforce_id field of the corresponding product in Ordway.

Example of Salesforce Product ID:

2. Paste the SF product ID into the salesforce_id field for the product in Ordway:

3. Once Products have been properly configured, Ordway Plans should be pulled into Salesforce by following these steps:

Pull Ordway Plans into Salesforce on Demand

1. In Salesforce, navigate to Ordway Settings > Bulk Sync Jobs.

2. Select Plans in the Object drop-down and click Sync from Ordway.

To sync Plans on a schedule, see instructions in the Salesforce Resources article.

 

Plan Picker Field Configuration

Beginning in version 3.0, Plan Picker settings can be configured in Ordway Settings if the Plan Picker v2.0 feature is enabled.

Note: Plan Picker v2.0 is compatible with Plan Picker v1.0 data but Plan Picker v1.0 is not compatible with Plan Picker v2.0. Once enabled, Plan Picker v2.0 cannot be disabled.

When newly installing the package v3.0 in an org and not upgrading from a previous package version, Plan Picker v2.0 will be automatically enabled.

 

Before enabling Plan Picker v2.0, do the following:

1. Import Products - Importing products will automatically create records in Ordway Product objects and will be associated with the Product2 record. 
2. Import Plans without applying any filters. All plans will be imported in both v1 (all charges stored in JSON on the plan object) & v2 (charges stored in their own object) format.
3. Plan Picker Configuration - custom fields are used in field sets would need to be configured in the plan picker configuration under Ordway settings tab.

Plan Picker v2.0 Features

• Plan Picker fields can be ordered, shown/hidden, and made editable through the Plan Picker tab on the Ordway Settings page in Salesforce. These settings apply to the Plan Picker for Opportunity Products and Quote Line Items.

• The “All Plans” tab view lists all available plans that can be selected and added to the Opportunity.
• The “Selected Plans” tab view displays the selected/added plans for the Opportunity. Fields can be modified and saved.