This article provides resources for Salesforce within Ordway.
Table of Contents
- Salesforce <> Ordway Object Mappings
- Default Object Field Mappings in Ordway
- Default Object Field Mappings in Salesforce
- Parent-Child Accounts in Salesforce and Ordway
- Add Custom Fields in Salesforce
- Configure Field Columns for Display in the Plan Picker
- Permission Sets
- Advanced Security Permissions
- Scheduler to Remove Old Application Logs
- Change Connected User Account for Salesforce <> Ordway Connection
Salesforce <> Ordway Object Mappings
Default Object Field Mappings in Ordway
Mapping Salesforce to Ordway
Customer
Salesforce Account → Ordway Customer
|
Ordway - Customer |
Salesforce - Account |
|
Id |
Ordway Customer Id* |
|
Name |
Account Name |
|
salesforce_id |
Account ID |
Contact
Salesforce Contact → Ordway Contact
|
Ordway - Contact |
Salesforce - Contact |
|
Id |
Contact ID |
|
Customer Id |
Account ID |
|
First Name |
First Name |
|
Last Name |
Last Name |
|
|
|
|
Address1 |
Mailing Street |
|
City |
Mailing City |
|
State |
Mailing State/Province |
|
Zip Code |
Mailing Zip/Postal Code |
|
Country |
Mailing Country |
|
salesforce_id |
Contact ID |
Subscription and Subscription Charge
Salesforce Ordway Contract → Ordway Subscription
|
Ordway - Subscription |
Salesforce - Ordway Contract |
|
Id |
Ordway Subscription ID |
|
Customer Id |
OrdwayLabs__Account__r (Relationship) |
|
Account ID |
|
|
Billing Contact Id |
OrdwayLabs__BillingContact__r (Relationship) |
|
Contact ID |
|
|
Shipping Contact Id |
OrdwayLabs__ShippingContact__r (Relationship) |
|
Contact ID |
|
|
Status |
Ordway Contract Status |
|
Billing Start Date |
Billing Start Date |
|
Service Start Date |
Service Start Date |
|
Contract Effective Date |
Contract Effective Date |
|
Auto-Renew |
Auto Renew |
|
Contract Term |
Contract Term |
|
Renewal Term |
Renewal Term |
|
Defer Start Date |
Defer Start Date |
|
salesforce_id |
Record ID |
Salesforce Ordway Contract Line Item → Ordway Subscription Charge
|
Ordway - SubscriptionCharge |
Salesforce - Ordway Contract Line Item |
|
Subscription ID |
OrdwayLabs__OrdwayContract__r(Relationship) |
|
Record ID |
|
|
Product ID |
Ordway Product Id |
|
Product Name |
Product Name |
|
Plan ID |
Ordway Plan Id |
|
Plan Name |
Name |
|
Charge ID |
Ordway Charge Id |
|
Charge Name |
Charge Name |
|
Pricing Model |
Pricing Model |
|
List Price |
Ordway List Price |
|
Quantity |
Quantity |
|
Included Units |
Included Units |
|
Discount |
Discount |
|
Effective Price |
Ordway Effective Price |
|
Billing Period |
Billing Period |
|
Unit of Measure |
Unit of Measure |
|
Tiers |
Tier JSON |
|
salesforce_id |
Record ID |
Product
Salesforce Ordway Product → Ordway Product
|
Ordway - Product |
Salesforce - Ordway Product |
|
Id |
Ordway Product ID |
|
Name |
Ordway Product Name |
|
Taxable |
Taxable |
|
Status |
Active |
|
Description |
Description |
|
SKU |
SKU |
|
salesforce_id |
Product |
Plan and Charge
Salesforce Ordway Plan → Ordway Plan
|
Ordway - Plan |
Salesforce - Ordway Plan |
|
Id |
Plan ID |
|
Name |
Plan Name |
|
Description |
Plan Details |
|
Status |
Active |
|
salesforce_id |
Record ID |
Salesforce Ordway Charge → Ordway Charge
|
Ordway - Charge |
Salesforce - Ordway Charge |
|
Id |
Charge ID |
|
Name |
Charge Name |
|
Plan Id |
OrdwayLabs__OrdwayPlan__r (Relationship) |
|
External ID |
|
|
Product Id |
Ordway Product ID |
|
Description |
Description |
|
Type |
Charge Type |
|
Timing |
Charge Timing |
|
Type |
Charge Type |
|
Billing Period |
Billing Period |
|
Effective Date |
Billing Date |
|
Pricing Model |
Pricing Model |
|
List Price |
List Price |
|
Unit of Measure |
Unit of Measure |
|
salesforce_id |
Product |
|
salesforce_charge_id |
Record ID |
Quote and Quote Charge
Salesforce Ordway Quote → Ordway Quote
|
Ordway - Quote |
Salesforce - Ordway Quote |
|
Id |
Record ID |
|
Customer Id |
OrdwayLabs__Account__r (Relationship) |
|
Account ID |
|
|
Status |
Status |
|
Billing Start Date |
Billing Start Date |
|
Service Start Date |
Service Start Date |
|
Quote Placed At |
Quote Date |
|
Quote Expiry At |
Expiry Date |
|
Contract Effective Date |
Contract Effective Date |
|
Auto-Renew |
Auto Renew |
|
Contract Term |
Contract Term |
|
Renewal Term |
Renewal Term |
|
Require Payment Method |
Payment Required on Quote |
|
Sender Name |
Sender Name |
|
Sender Email |
Sender Email |
|
Recipient Name |
Recipient Name |
|
Recipient Email |
Recipient Email |
|
Template Id |
Quote Template Id |
|
Subscription Number |
Ordway Subscription ID |
|
salesforce_id |
Record ID |
Salesforce Ordway Quote Line Item → Ordway Quote Charge
|
Ordway - QuoteCharge |
Salesforce - Ordway Quote Line Item |
|
Quote ID |
OrdwayLabs__Quote__r (Relationship) |
|
Record ID |
|
|
Product Id |
Ordway Product Id |
|
Product Name |
Ordway Product Name |
|
Plan Id |
Ordway Plan Id |
|
Plan Name |
Product Name |
|
Charge Id |
Ordway Charge Id |
|
Charge Name |
Ordway Charge Name |
|
Pricing Model |
Pricing Model |
|
List Price |
Ordway List Price |
|
Quantity |
Quantity |
|
Discount |
Discount |
|
Effective Price |
Ordway Effective Price |
|
Charge Type |
Charge Type |
|
Billing Period |
Billing Period |
|
Unit of Measure |
Unit of Measure |
|
Tiers |
Tier JSON |
|
salesforce_id |
Record ID |
Usage
Salesforce Ordway Usage → Ordway Usage
|
Ordway - Usage |
Salesforce - Ordway Usage |
|
Id |
Usage Id |
|
Quantity |
Quantity |
|
Date |
Date |
|
Subscription Id |
Subscription ID |
|
Customer Id |
Ordway Customer ID |
|
Charge Id |
Charge ID |
|
Unit of Measure |
Units of Measure |
|
Description |
Description |
|
Subscription Line Id |
Subscription Charge Line ID |
|
Invoiced |
Invoiced |
|
salesforce_id |
Record ID |
Mapping Ordway to Salesforce -- Ordway Contract
Customer
Ordway Customer → Salesforce Account
|
Ordway - Customer |
Salesforce - Account |
|
salesforce_id |
Account ID |
|
Name |
Account Name |
|
Parent Customer Id |
Parent Account ID |
|
Website |
Website |
|
Id |
Ordway Customer Id* |
Contact
Ordway Contact → Salesforce Contact
|
Ordway - Contact |
Salesforce - Contact |
|
salesforce_id |
Contact ID |
|
Id |
External ID |
Ordway Contract and Contract Line Item
Ordway Subscription → Salesforce Ordway Contract
|
Ordway - Subscription |
Salesforce - Ordway Contract |
|
salesforce_id |
Record ID |
|
Auto-Renew |
Auto Renew |
|
Billing Start Date |
Billing Start Date |
|
Contract Effective Date |
Contract Effective Date |
|
Contract Term |
Contract Term |
|
Current Term End Date |
Current Term End Date |
|
Current Term Start Date |
Current Term Start Date |
|
Customer Id |
Customer Id |
|
Defer Start Date |
Defer Start Date |
|
Id |
External ID |
|
Status |
Ordway Contract Status |
|
MRR |
Ordway MRR |
|
Renewal Term |
Renewal Term |
|
Service Start Date |
Service Start Date |
|
TCV |
Total Contract Value |
Ordway Subscription Charge → Salesforce Ordway Contract Line Item
|
Ordway - SubscriptionCharge |
Salesforce - Ordway Contract Line Item |
|
Line Id |
External ID |
|
Product Name |
Product Name |
|
Billing Period |
Billing Period |
|
Discount |
Discount |
|
Quantity |
Quantity |
|
Charge Id |
Ordway Charge Id |
|
Charge Type |
Charge Type |
|
List Price |
Ordway List Price |
|
Effective Price |
Ordway Effective Price |
|
Plan Id |
Ordway Plan Id |
|
Product Id |
Ordway Product Id |
|
Pricing Model |
Pricing Model |
|
Tiers |
Tier JSON |
|
Unit of Measure |
Unit of Measure |
|
Included Units |
Included Units |
|
salesforce_id |
Record ID |
Product
Ordway Product → Salesforce Ordway Product
|
Ordway - Product |
Salesforce - Ordway Product |
|
Name |
Ordway Product Name |
|
Status |
Active |
|
Description |
Description |
|
Id |
External Id |
|
salesforce_id |
Product |
|
SKU |
SKU |
|
Taxable |
Taxable |
Plans and Charges
Ordway Plan → Salesforce Ordway Plan
|
Ordway - Plan |
Salesforce - Ordway Plan |
|
Id |
External Id |
|
Name |
Plan Name |
|
Status |
Active |
|
salesforce_id |
Record ID |
Ordway Charge → Salesforce Ordway Charge
|
Ordway - Charge |
Salesforce - Ordway Charge |
|
salesforce_charge_id |
Record ID |
|
Name |
Charge Name |
|
Plan Id |
Ordway Plan |
|
Effective Date |
Billing Date |
|
Billing Period |
Billing Period |
|
Timing |
Charge Timing |
|
Type |
Charge Type |
|
Id |
External ID |
|
List Price |
List Price |
|
Pricing Model |
Pricing Model |
|
Product Id |
Ordway Product ID |
|
salesforce_id |
Product |
|
Unit of Measure |
Unit of Measure |
Invoice and Invoice Line
Ordway Invoice → Salesforce Invoice
|
Ordway - Invoice |
Salesforce - Invoice |
|
Customer Id |
Customer ID |
|
Customer Name |
Customer Name |
|
ID |
Invoice ID |
|
Invoice Date |
Invoice Date |
|
Due Date |
Due Date |
|
Invoice Amount |
Invoice Amount |
|
Balance |
Balance |
|
Start Date |
Start Date |
|
End Date |
End Date |
|
Notes |
Notes |
|
Status |
Status |
|
Paid Amount |
Paid Amount |
|
SubTotal |
Sub Total |
|
Invoice Tax |
Invoice Tax |
|
Payment Terms |
Payment Terms |
Ordway Invoice Line → Salesforce Invoice Line Item
|
Ordway - Invoice Line |
Salesforce - Invoice Line Item |
|
Product Name |
Product Name |
|
Line No |
Invoice ID & Line ID |
|
Subscription Id |
Subscription ID |
|
Plan Name |
Plan Name |
|
Charge Name |
Charge Name |
|
Quantity |
Quantity |
|
Effective Price |
Effective Price |
|
Product Id |
Product ID |
|
Plan Id |
Plan ID |
|
Charge Id |
Charge ID |
|
Charge Type |
Charge Type |
|
Start Date |
Start Date |
|
End Date |
End Date |
|
Unit Price |
Unit Price |
|
Discount |
Discount |
|
Order ID |
Order ID |
|
Description |
Description |
|
Taxable |
Taxable |
|
Line Tax |
Line Tax |
Payment
Ordway Payment → Salesforce Payment
|
Ordway - Payment |
Salesforce - Payment |
|
Customer ID |
Customer ID |
|
ID |
Payment ID |
|
Payment Date |
Payment Date |
|
Payment Amount |
Payment Amount |
|
Status |
Status |
|
Payment Type |
Payment Type |
|
Fee Amount |
Fee Amount |
|
Applied Amount |
Applied Amount |
|
Un-Applied Amount |
Un-Applied Amount |
|
Refunded Amount |
Refunded Amount |
|
Payment Method |
Payment Method |
|
Auto Apply |
Auto Apply |
|
Reference Number |
Reference Number |
|
Notes |
Notes |
|
GL Account |
GL Account |
Refund
Ordway Refund → Salesforce Refund
|
Ordway - Refund |
Salesforce - Refund |
|
Customer Id |
Customer ID |
|
ID |
Refund ID |
|
Payment Id |
Payment ID |
|
Refund Date |
Refund Date |
|
Refund Amount |
Refund Amount |
|
Invoice Id |
Invoice ID |
|
Refund Type |
Refund Type |
|
Refund Status |
Refund Status |
|
Credit Id |
Credit ID |
|
Notes |
Notes |
|
Reference Number |
Reference Number |
Credit
Ordway Credit → Salesforce Credit
|
Ordway - Credit |
Salesforce - Credit |
|
ID |
Credit ID |
|
Credit Date |
Credit Date |
|
Credit Amount |
Credit Amount |
|
Customer Id |
Customer ID |
|
Status |
Status |
|
Applied Amount |
Applied Amount |
|
Un-Applied Amount |
Un-Applied Amount |
|
Auto Apply |
Auto Apply |
|
Reference Number |
Reference Number |
|
GL Account |
GL Account |
Quote and Quote Charge
Ordway Quote → Salesforce Ordway Quote
|
Ordway - Quote |
Salesforce - Ordway Quote |
|
salesforce_id |
Record ID |
|
Auto-Renew |
Auto Renew |
|
Billing Start Date |
Billing Start Date |
|
Contract Effective Date |
Contract Effective Date |
|
Contract Term |
Contract Term |
|
Quote Expiry At |
Expiry Date |
|
Id |
External ID |
|
Subscription Number |
Ordway Subscription ID |
|
Require Payment Method |
Payment Required on Quote Acceptance |
|
Quote Pdf Url |
Preview URL |
|
Quote Placed At |
Quote Date |
|
Template Id |
Quote Template Id |
|
Recipient Email |
Recipient Email |
|
Recipient Name |
Recipient Name |
|
Renewal Term |
Renewal Term |
|
Sender Email |
Sender Email |
|
Sender Name |
Sender Name |
|
Service Start Date |
Service Start Date |
|
Status |
Status |
Ordway Quote Charge → Salesforce Quote Line Item
|
Ordway - Quote Charge |
Salesforce - Quote Line Item |
|
salesforce_id |
Record ID |
|
Billing Period |
Billing Period |
|
Charge Name |
Ordway Charge Name |
|
Charge Type |
Charge Type |
|
Discount |
Discount |
|
Included Units |
Included Units |
|
Charge Id |
Ordway Charge Id |
|
Effective Price |
Effective Price |
|
List Price |
Ordway List Price |
|
Plan Id |
Ordway Plan Id |
|
Product Id |
Ordway Product Id |
|
Pricing Model |
Pricing Model |
|
Product Name |
Product Name |
|
Quantity |
Quantity |
|
Tiers |
Tier JSON |
|
Unit of Measure |
Unit of Measure |
Usage
Ordway Usage → Salesforce Usage
|
Ordway - Usage |
Salesforce - Usage |
|
salesforce_id |
Record ID |
|
Charge Id |
Charge ID |
|
Date |
Date |
|
Description |
Description |
|
Id |
External ID |
|
Invoiced |
Invoiced |
|
Customer Id |
Ordway Customer ID |
|
Quantity |
Quantity |
|
Subscription Line Id |
Subscription Charge Line ID |
|
Subscription Id |
Subscription ID |
|
Unit of Measure |
Units of Measure |
Default Object Field Mappings in Salesforce
Opportunity <> Ordway Contract
OpportunityLineItem <> Ordway Contract Line Item
Opportunity Product <> Ordway Contact Line Item
Ordway Contract Line Item <> Opportunity Product
Parent-Child Accounts in Salesforce and Ordway
For the Parent Account in Salesforce to be created as a Parent Customer account in Ordway, the following Salesforce to Ordway mapping should be established:
Customer
Salesforce Account → Ordway Customer
|
Ordway - Customer |
Salesforce - Account |
|
Parent Customer ID |
Parent Account ID |
Upon syncing an Ordway Contract that belongs to a Child Account to Ordway, Ordway will create a Customer record for the Parent Account if it does not already exist.
If Parent Accounts should not automatically be created as Customer account in Ordway, make sure the above mapping is not present.
Add Custom Fields in Salesforce
To add a custom field at the Product and Contract Line Item level:
- Go to Setup > Object Manager.
- Object Manager → Opportunity Product.
- Click on Fields & Relationships.
- Configure the field.
- Repeat the above steps for Object Manager → Ordway Contract Line Item.
- Go to Ordway Field Mappings.
- Select Ordway Opportunity Line Item as the Source Object and click Search.
- Find the custom field name in the list of Target Object Fields. Select the custom field name in the drop down under Source Object Field.
- Click Update.
To display a custom field in the Plan Picker:
- Go to Setup > Object Manager.
- Object Manager → Opportunity Product.
- Click on Fields & Relationships.
- Create and configure the new field.
- Add the field to the field set Plan Picker configured in Opportunity product object:
- Reorder the fields in the fieldset to reorder the dynamic columns, as desired.
- Follow steps in the above section to map Opportunity Product field to Contract Line Item.
Configure Field Columns for Display in Plan Picker
Version 2.8.1 or earlier:
Field columns besides Plan ID and Plan Name can be hidden or displayed in the Plan Picker. Go to Setup > Object Manager > Opportunity Product. On the Opportunity Product page, go to Fields Sets > Plan Picker Read Only Fields. Drag fields into the "Field Set" to display them. Remove the fields from the Field Set to hide them from view.
Permission Sets
|
Permission Set Name |
Permissions |
|
Ordway CPQ - Admin |
Note: This permission set should be assigned to the user account which is used to connect Salesforce from Ordway. |
|
Ordway CPQ - User |
|
|
Ordway CPQ - Multi-Entity |
Note: If Multi-Entity is enabled, then assign this permission set to all users who have CPQ Admin or CPQ User permission set assigned. |
|
Granular Permission Controls |
When either of the permissions below are selected, the table of advanced security permissions are granted. These permissions can be granted to specific users. |
|
Ordway CPQ - Allow Deletion of Opportunities |
|
|
Ordway CPQ Component Button Control |
|
Advanced Security Permissions
When Ordway CPQ Component Button Control is used as a Permission Set, the following advanced permissions are granted.
| Permission | Object(s) Where Used | Description |
| Ordway - Manage Plans | Opportunities & Quotes | Manage Plans within Salesforce. Note: Plans should be edited and managed within Ordway. |
| Ordway - Sync to Ordway | Opportunities, Quotes, Contracts, and Account | Sync Salesforce content to Ordway. |
| Ordway - View In Ordway | Opportunities, Quotes, Contracts, and Account | View Salesforce Objects in Ordway. |
| Ordway Contract - Activate Contract | Contracts | Activate an Ordway Contract in Salesforce. |
| Ordway Contract - Cancel Contract | Contracts | Cancel an Ordway Contract in Salesforce. |
| Ordway Contract - Create Change/Renewal Opportunity | Opportunities | Create a Change/Renewal Opportunity in Salesforce. |
| Ordway Contract - Sync to Update from Ordway | Opportunities, Quotes, Contracts, and Account | Ability to sync updates from Ordway to Salesforce. |
| Ordway Opportunity - Create Ordway Contract | Opportunities, Quotes, Contracts, and Account | Create an Ordway Contract in Salesforce. |
| Ordway Opportunity - Create Quote | Quotes | Create a Quote in Salesforce. |
| Ordway Opportunity - Update Ordway Contract | Contracts | Update an Ordway Contract in Salesforce. |
| Ordway Quote - Activate & Send | Quotes | Activate and Send a Quote in Salesforce. |
| Ordway Quote - Cancel | Quotes | Cancel an Ordway Quote in Salesforce. |
| Ordway Quote - Convert | Quotes | Convert an Ordway Quote in Salesforce. |
| Ordway Quote - Select Template & Preview | Quotes | Select Template and Preview an Ordway Quote in Salesforce. |
| Ordway Quote - Sync to & Update from Ordway | Quotes | Sync to and update an Ordway Quote to Salesforce. |
How to Configure Custom Button Control Permissions per User / Role
1. Clone the Ordway CPQ Component Button Control permission set.
2. Remove any permissions from the new permission set.
3. Assign the permission set to the appropriate user.
Note: The user must also have either the Ordway CPQ - Admin or the Ordway CPQ - User permission set assigned.
Scheduler to Remove Old Application Logs
Available in version 2.8, an Apex schedule (“DeleteApplicationLog_Scheduler”) can be set to clear out non-error application logs older than 90 days. The scheduler needs to be configured within the Salesforce instance by going to Setup > Platform Tools > Custom Code > Apex Classes > Schedule Apex.
Change Connected User Account for Salesforce <> Ordway Connection
Best Practice: Use a generic user email / account to connect Salesforce and Ordway that is not associated with a specific person.
- Navigate to Menu > Setup > Integrations > Salesforce > Settings.
- Click Disconnect.
- Open Salesforce using the new credentials.
- Go to Ordway Settings > Ordway Connection. The Ordway Connection screen displays:
- Enter email address, company name, and token. This information must exactly match the Ordway setup.
- To find the token value in Ordway, navigate to Menu > Setup > Users, then click the desired user. Copy the token from the User profile.
- For live integrations, select Production as the Ordway environment to be connected.
- Reconnect in Ordway as outlined in Connect to Salesforce in Ordway.
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