Creating a Product in Billing

Although the Nextian Billing Integration for Salesforce has been designed with the assumption that the Master Product Catalog resides in billing, it is possible to push a product from Salesforce to the billing system using the following steps:

1. Switch to the Nextian Product Management app in Salesforce: App Launcher → Nextian Product Management.
2. From the app menu, select Products.
3. Locate the product of interest (e.g., Business Internet 100 Mbps) and open its details view.
4. Click the Related tab.
5. Scroll down to the Price Book Entries section.
6. Identify the price book entry to update (e.g. New, 24 Month Term) and open its details view.
7. Select Billing from the quick actions’ menu.
8. Click Create <Your Billing System Name> Product — the product will be created in the billing system, and all relevant fields on the Salesforce Product and Price Book Entry records will be updated.
9. Use Open in <Your Billing System Name> action to view the newly created product in the billing system.