1) Installing the BluSynergy Package in Salesforce

This section covers the installation process for the BluSynergy Salesforce application. 

Please note that you need "Billing Administrator" authorization in BluSynergy and System Administrator authorization in your salesforce.com profile.

1. Install Package

After logging into salesforce.com, before proceeding to installation, enable the native Salesforce Quotes feature by following the below steps. (Note - You can enable the Quotes feature without using it).

Click the Setup menu and then on the left sidebar menu, click the [Customize >> Quotes >> Quotes Settings]

Quote Settings using Salesforce Classic

Quote Settings using Salesforce Lightning.

Fig 1.1. Navigate to Quotes

Fig 1.2. Enable Quotes

Then select the Enable Quotes checkbox. Without this setting enabled, you will not be able to install the package.

Fig 1.3. Assign Quotes Related List to Opportunity Page Layout

If your organization is not using the Quotes functionality, you can leave the Page Layout unassigned and there will be no changes on your screens.

Once the above pre-requisite is complete, click on the link below to begin the installation process.

BluSynergy Salesforce Connector Version 2.27

After login your Salseforce org,  add above mentioned URL right next to force.com on your home page URL to install the package.


If your URL is https://yourDomain.lightning.force.com/lightning/page/home, use below URL to install package


Contact BluSynergy support to get the password to install the package.

2. Configure Access Level

Fig 2. Package Installation

In the above screen you are prompted for the Security Level. Select "Install for All Users" and click "Install" to continue. If you wish to give only specific users access to the billing and payment information, then you may create a Salesforce profile with the appropriate permissions. (review the Salesforce documentation on how to configure this).

3. Confirm Installation Complete

On successful install, you should have a confirmation message as seen below.

Fig 3. Install Complete.

4. Create New Remote Site

    Next step would be to create New Remote Site, Click on "Remote Site Settings" as show in the image.


    Fig 4.1. Navigate to Remote Site Settings

    Click on "New Remote Site" as shown in the image below

    Fig 4.2. New Remote Site Settings

    Enter BluSynergy_Billing_Site in the Name and BluBilling site url of your organization in the Remote Site  URL

    Fig 4.3 Remote Site Settings


    Fig 4.4 Remote Site Settings Saved

   5. Create Connecting App

    A Connecting App should be created in Salesforce for the Package to communicate with the BluBilling API.

    Go to Apps page by clicking on the link in left menu as shown in below image

    Fig 5 Create connecting App

    Click on "New" Button to start creating connecting app.

    Fig 5.1 Create connecting App

Enter APP Name, Email and OAuth Settings

    Fig 5.2 Create connecting App

    Obtain Consumer Key and Consumer Secret which will be used later to authorize the app

    Fig 5.3 Create connecting App

    Consumer Key and Consumer Secret are generated.

    Fig 5.4 Create connecting App

    6. Configure BluSynergy For Salesforce

    Navigate to [ System >> Integration Settings >> SalesforceCRM ]


    Fig 6: Salesforce CRM configuration in BluSynergy

    7. Configure Connector Options. 

     Navigate to the "+" tab and click the "BluSynergy" link as shown in the circled areas below


      Fig 7: Configure Connector Options


    Add integration information to the Package set in previous steps by following below mentioned steps:

    1. Add username and password from Salesforce configutation in BluSynergy [set in STEP 6]

    2. Click on the link "Configure Inbound Integration"

    3. Enter Salesforce Consumer Key and Salesforce Consumer Secret obtained from Connecting App in Salesforce [set in step 5, shown in image 5.3]

    4. Click on "Verify" Button to complete the authorization process

Fig 7.1: Configure Connector Options

Fig 7.2. below shows the various options available for the connector. Note that these settings apply to all Salesforce users that have authorization to view the connector. 

After you save the above settings, go back to the previous screen and click on the link "Configure Inbound Integration". Enter the Salesforce Consumer Key and Salesforce Consumer Secret obtained from Step 5.

Click on "Verify" Button to complete the authorization process.

Notes: To make verification successful, you'll need to authorize the app in your organization, your profile, or your user.

Fig 7.4: Configure Connector Options

After successful verification you will be asked for permission to allow BluSynergy's requests. Click on "Allow".

You will be redirected to Thank you page.

Note: If you see this error:


Then the typical cause is that the callback URL in In step #6 Create a "Connected App" in Saleforce does not tally with the endpoint URL in fig 7.3 above.

8. Configure Account Screen

In order to have the BluSynergy features show up on the Salesfoce "Account" page, you have two options:

Fig 8.1 Assigning Page Layout by Profile

Fig 8.2 Account View Mapping in Salesforce.com

Fig 8.3 Account View Mapping in Salesforce.com

    fig 8.4 dragging fields and buttons onto account page.

fig 8.5 account page with new fields added.

fig 8.6 account page with Related List of Invoices And Payments.

Drag and Drop Invoices And Payments From the Related List Menu(Showing in fig 8.6)

9. Configure the Workflow to Map the Appropriate Salesforce field to the BluSynergy Customer Account Number

There needs to be a single field in your Salesforce Account object that maps to the BluSynergy Customer Account Number. A workflow is utilized to copy this user defined field into the "BluSynergy Customer No" field in the Salesforce Account object. This field is automatically created by the connector during installation.

Go to [SetUp >> Build >> Create >> Workflow and Approvals >> Workflow Rules >> New Rule] and 

Fig 9.1. Blusynergy workflow for Salesforce connector

Then, continue with the following steps:

Fig 9.2. Blusynergy workflow for Salesforce connector

Once you add 'field updates', it will be displayed in the Workflow field updates table.

10. Synchronize the IDs for your existing Customers/Accounts

If you have existing "Customers" in BluSynergy or "Accounts" in Salesforce that need to be mapped, then you will need to perform a data synchronization so that the system identifiers from each system is cross populated in the other system. Contact professional services for this task.

11. Create Salesforce Tabs for Invoices and Payments 

Go to [Setup >> Create >> Tabs >> Custom Object Tabs(section) >> New >> Select Object and Style >> Next >> Add to profiles-> Next->Save.

fig 11.1 creating custom tabs

 Select the object and create new tab.

fig 11.2 select object

Click on "Next" and finish creating custom tabs.

This concludes the setup and configuration process.