> ## Documentation Index
> Fetch the complete documentation index at: https://zenskar.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Use default Flow

> Learn to integrate Zenskar with Salesforce using the default Flow. This guide covers setup steps, data sync, and automation best practices.

### Overview

This section explains how to create a contract on Zenskar using the Reference ID linked to your Salesforce pricing.

### Create Pricing on Zenskar

1. **Add a Reference ID**:
   * When [creating pricing](/docs/20240301/product-modules/products/concepts/products) in Zenskar, include a Reference ID of your choice for easier pricing identification later.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-reference-id-pricing.png)
2. **Save Pricing**:
   * Once your pricing is saved, proceed to Salesforce.

### Create a Price Book in Salesforce

1. **Create a Price Book**:
   * Before creating a product, you need to create a Price Book.
     * Types available:
     * **Standard Price Book**: The default price book.
       * **Custom Price Book**: Create as needed.
2. **Create a Custom Price Book**:
   * Search for **Price Books**:
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-search-price-books.png)
   * Create a new Price Book named **Zenskar Pricings**.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-create-price-book-zenskar-pricings.png)
   * Set it to Active.
     This custom price book allows you to store and manage your products efficiently.

### Create a Product

1. **Product Creation**:
   * Navigate to the **Product** page on Salesforce.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-product-page.png)
   * Create a Product and set it to Active.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-create-product-active.png)
2. **Assign Product to Price Book**:
   * Open the newly created product and go to the **Related** section.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-product-related-section.png)
   * Add the product to the Standard Price Book using **Add Standard Price**.
     ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-add-standard-price.png)
   * Use placeholder details as needed.
3. **Add to Price Book**:
   * Search for **Zenskar Pricings** in the Price Book field.
     * Enter a placeholder list price and set the status to Active.
     * Add the Reference ID from Zenskar to the `LinkID (Zenskar)` field.
     * Save changes.
       ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-add-price-book-entry.png)

Once all products and PriceBookEntries are set up, you can create Accounts and Opportunities in Salesforce.

***

## Create an Account

Before creating an Opportunity, you need to create an Account.

## Create an Opportunity

1. Navigate to the Account where you want to create an Opportunity.
   ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-create-opportunity.png)
2. Click **Add Opportunity** to create one.

<Warning>
  ### Note

  The **Contract Start Date** is required.
</Warning>

### Select Price Book

1. After creating the Opportunity, select **Choose Price Book**.
   ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-choose-price-book.png)
2. Pick **Zenskar Pricings** to access the added products.
3. Click **Add Products**.
4. Enter necessary placeholder details. Once added, the Products will be listed on the right side.
5. The Opportunity is now ready to sync with Zenskar. Once marked as **Close Won**, Zenskar’s Flow will automatically create a Customer and Contract in Zenskar.
   ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-opportunity-closed-won-sync-1.png) ![](https://assets.zenskar.com/20240301/crms-and-cpqs-salesforce-opportunity-closed-won-sync-2.png)

***

## Update Contract or Customer from Salesforce

To update a Customer or Contract:

1. Change the Opportunity’s Stage from **Closed Won** to any other stage.
2. Update the details.
3. Set the Opportunity’s stage back to **Close Won** to trigger a sync with Zenskar.

***

This completes the setup for integrating Zenskar with Salesforce.