Difference between revisions of "Salesforce"

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(Release Notes)
(Release Notes)
 
(39 intermediate revisions by 2 users not shown)
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# Click the {{Button|Connect}} and log into Salesforce as a user with API access.<br>[[File:Salesforce Login.png]]
 
# Click the {{Button|Connect}} and log into Salesforce as a user with API access.<br>[[File:Salesforce Login.png]]
 
# The '''Store Url''' and '''Pricebook''' fields will automatically populate after a successful connection.<br>[[File:Salesforce Connected.png]]
 
# The '''Store Url''' and '''Pricebook''' fields will automatically populate after a successful connection.<br>[[File:Salesforce Connected.png]]
 +
The '''Clear Login Credentials''' checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Salesforce account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.
 +
 +
==Object mapping==
 +
 +
Object mapping allows custom Salesforce objects to be mapped to Fishbowl as illustrated below.
 +
 +
[[File:Salesforce custom objects.png]]
  
The '''Clear Login Credentials''' checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Salesforce account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.
+
[[File:Salesforce custom payments.png]]
  
 
=TABS=
 
=TABS=
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==Store Settings==
 
==Store Settings==
 
{{Store Settings|{{PAGENAME}}}}
 
{{Store Settings|{{PAGENAME}}}}
 +
# Click the {{Button|Pull Data|Pull Salesforce Data}} to import the data needed for the mapping tables.
  
 
==Order Import==
 
==Order Import==
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# Based on '''Apply Last Sync To''' setting in the [[#Order Import|Schedule]], the order was created/modified since the last sync date.
 
# Based on '''Apply Last Sync To''' setting in the [[#Order Import|Schedule]], the order was created/modified since the last sync date.
  
===Order===
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===Order Settings===
{{ImageSubtab|Order|Salesforce}}
+
{{Order|{{PAGENAME}}}}
Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}
+
 
:* '''Use Salesforce Opportunity Owner As Salesperson''' - The Salesforce opportunity owner's first and last name must match a Fishbowl user's first and last name exactly or the order will fail to import.
+
===Order Item Settings===
:* '''Salesperson''' - Sales orders will be created using this salesperson.
+
{{Order Item Settings|{{PAGENAME}}}}
:* '''Location Group''' - Sales orders will be created using this location group.
+
 
:* '''Class''' - When selected, sales orders will be created using this class as the sales order class.
+
===Location Group Settings===
:* '''Payment Terms''' - When selected, sales orders will be created using this payment term.
+
{{Location Group|{{PAGENAME}}}}
:* '''Shipping Terms''' - When selected, sales orders will be created using these shipping terms.
 
:* '''Assign {{PAGENAME}} order number to Customer PO field''' - When selected, the {{PAGENAME}} order number will be displayed in the Sales Order Customer PO field.
 
:* '''Use {{PAGENAME}} order number as Fishbowl SO number''' - When selected, sales orders will be created using the {{PAGENAME}} order number as the Fishbowl sales order number.
 
::* '''Add an order number prefix''' - Define a prefix to be set on imported sales order numbers. This option is only available when using the order number from {{{PAGENAME}}.
 
  
 
===Order Status Mapping===
 
===Order Status Mapping===
 
{{Order Status Mapping|{{PAGENAME}}}}
 
{{Order Status Mapping|{{PAGENAME}}}}
  
===Customer===
+
===Customer Settings===
 
{{Customer|{{PAGENAME}}}}
 
{{Customer|{{PAGENAME}}}}
  
===Carrier Mapping===
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===Carrier Settings===
{{anchor|Carriers}}
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{{Carrier Mapping|{{PAGENAME}}}}
{{ImageSubtab|Carrier Mapping|Salesforce}}
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:* '''Carrier''' - Select the default carrier and service for orders that are imported from Salesforce to Fishbowl.
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===Payment Settings===
 +
{{Payment Mapping|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
::See [[#Object mapping|Object mapping]] for more details.
 +
 
 +
===Tax Settings===
 +
{{Taxes|{{PAGENAME}}}}
 +
:{{Notes|{{PAGENAME}}}}
 +
::See [[#Object mapping|Object mapping]] for more details.
  
 
==Order Export==
 
==Order Export==
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:Fishbowl will search Salesforce for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Salesforce. A Fishbowl order must meet the following criteria before it is exported to Salesforce:
 
:Fishbowl will search Salesforce for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Salesforce. A Fishbowl order must meet the following criteria before it is exported to Salesforce:
 
# The order did not originate from Salesforce through the [[#Order Import|Order Import]].
 
# The order did not originate from Salesforce through the [[#Order Import|Order Import]].
# The order has a status that is mapped to a Salesforce status through the [[#Order Export|Order Export]] mapping table .
+
# The order has a status that is mapped to a Salesforce status through the [[#Order Export|Order Export]] mapping table.
 
# Based on the '''Last Sync Date''' in the [[#Order Export|Schedule]], the order was created since the last sync date.
 
# Based on the '''Last Sync Date''' in the [[#Order Export|Schedule]], the order was created since the last sync date.
  
==Order Fulfillment==
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==Fulfillment Export==
 
{{ImageTab|Order Fulfillment|Salesforce}}
 
{{ImageTab|Order Fulfillment|Salesforce}}
 
{{Schedule|export orders|Run task}}
 
{{Schedule|export orders|Run task}}
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=Release Notes=
 
=Release Notes=
{{HideH2|2019.4.01 – 4-11-2019 - Fishbowl 2019.4}}
+
{{HideH2|2019.7.0X – 8-23-2019 - Fishbowl 2019.7}}
 +
* Improved error messaging
 +
* Fixed bug with the combine all discounts option not saving the setting correctly in the UI
 +
* Separated order notes and order item notes into separate corresponding fields when orders are imported into FB
 +
* General UI fixes
 +
* Fixed product export tab issue for Canadian users of the plugin
 +
* Fixed null errors on order import
 +
* Added ability to map to custom field/object for billing and shipping address mapping
 +
* Added ability to map to custom field/object for location group and carrier/carrier service mappings
 +
* Fixed bug with payments on order import
 +
* Added ability to pull address from SF account object instead of only the opportunity object
 +
* Fixed bug for kit inventory updates for kits with optional items
 +
* Fixed index 0 size o error on fulfillment export task.  This error occurred when a SO has a linked PO with no dropship type SO items
 +
* Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB
 +
 
 +
{{HideH2|2019.7.0X – 7-23-2019 - Fishbowl 2019.7}}
 +
* Added ability for users to select which payment method types to create payments in Fishbowl
 +
* Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel
 +
* Fixed pricing bug to use the discounted price on order import
 +
* Fixed issue where taxes were removed from the payment amount incorrectly
 +
* Added ability to map custom Salesforce object/opportunity field(s) for payments
 +
* Fixed bug for opportunity owner mapping on order import
 +
* Fixed order item taxable flag so it sets correctly in SF when mapped
 +
* Added ability to map custom Salesforce object/opportunity field(s) for taxes
 +
* Fixed a UI bug in the tax panel
 +
* Fixed mapping bug for opportunity user mapping
 +
 
 +
 
 +
 
 +
{{HideH2|2019.6.0X – 6-18-2019 - Fishbowl 2019.6}}
 +
'''**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance'''**
 +
* General UI Enhancements
 +
* Fixed bug on fulfillment for orders with kits
 +
* Fixed bug where fulfillment export wasn't updating the opportunity status correctly
 +
* Fixed bug where orders with data containing Apostrophes caused the order to error out
 +
* Fixed opportunity queriess so that they only query for the custom SF custom fields that are actually mapped, and not all of the custom fields they have
 +
* This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating.  Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
 +
* Added ability to link products on order import.  Products that were not previously linked using the product import/export tasks can now be linked during the order import task
 +
* Fixed bug on order import task when creating a new  Location Group mapping where the added  Salesforce Location would show up blank in the table
 +
* Added enhancement for inventory sync to have a max qty option
 +
* Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options
 +
* Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
 +
* Added enhancement on order settings and on order items field mapping table including custom fields
 +
 
 +
{{HideH2|2019.5.0X – 5-10-2019 - Fishbowl 2019.5}}
 +
* Fixed Typo in the payment panel
 +
* Fixed (for supporting channels)where the image export was not working on the product export task
 +
* Misc items are now supported on order import
 +
* Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order
 +
* Fixed advanced options error message when enabled and a day of the month wasn't specified
 +
* Fixed advanced options error for order fulfillment task'
 +
* Fixed data mapping error with many to one field mappings on product export
 +
* Fixed order import not finding order addresses error
 +
* Fixed inventory sync bug
 +
 
 +
{{HideH2|2019.4.01 – 4-18-2019 - Fishbowl 2019.4}}
 +
* Changed error message on order import when products are not linked and the order import failed
 +
* Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel
 +
* Fixed invalid status mapping error on order export
 +
* Fixed tax item required bug on order import
 +
* Fixed bug where the SalesForce price book data saved in FB was causing an error when clicking the refresh button in the plugin interface
 +
* On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version
 +
* On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin
 +
* Fixed bug where mapping validation error window appeared
 +
* Fixed bug where smaller screens would cut off data in the Plugin UI
 +
* Added UPC field as a mappable product field for product linking task
 +
* Added option to use a tax mapping table on the order import task
 +
* Fixed bug where the fulfillment task wasn't sending up the shipment tracking
 +
* Various AU version fixes
  
{{HideH2|2019.3.01 – 3-14-2019 - Fishbowl 2019.3}}
+
{{HideH2|2019.3.0x – 3-14-2019 - Fishbowl 2019.3}}
 
* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
 
* Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
 
* Fixed bug where order import option to add on order number prefix was not saving
 
* Fixed bug where order import option to add on order number prefix was not saving
 
* Fixed bug when QB class setting was not being applied to regular products in orders
 
* Fixed bug when QB class setting was not being applied to regular products in orders
* Fixed bug where plugins first loading into a new database displayed pop up windows that should not be there
+
* Fixed bug where plugins first loading into a new database displayed pop-up windows that should not be there
 +
* Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB
 +
* With multi-currency enabled there is an option to not create payments for international orders
 +
* Fixed bug when using the default payment method
 +
* Changed so create taxes option is set by default
 +
* Fixed bug for when discount item field was left blank and saved, causing null errors
 +
* Added tracking to shipments on FB for fulfilled orders
 +
* Fixed bug where UI issue did not allow some order import setting panels to be seen
 +
* Fixed bug where panels were not sizing properly on small screens
  
 
{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}
 
{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}
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::* When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel
 
::* When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel
 
* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 
* Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
 +
* Fixed bug where lines could be added to order status mapping without data
  
 
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}
 
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}

Latest revision as of 17:49, 19 September 2019

Icon.Salesforce.png The Salesforce module, located in the Integrations group, is an add-on module that can be installed from the Small.Plugin.png Plugin module. After installing the plugin, a new module is added that integrates with Salesforce Enterprise or Salesforce Unlimited.

Salesforce.png
The documentation on this page is for the most recent version of the Small.Salesforce.png Salesforce plugin. To get the most recent version, Update Fishbowl.

Install

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations group.
  2. Select the Small.Salesforce.png Salesforce plugin and click Install Now.
  3. Completely close all Fishbowl Clients.
  4. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit.
  5. After re-opening the Fishbowl Server, the admin user can access the Small.Salesforce.png Salesforce module from any Fishbowl Client by opening the Integrations module group.
  6. To grant access to additional users, assign the Salesforce-View access right to the appropriate groups in the Small.User Group.png User Group module

Setup

Complete the steps to prepare for the Salesforce integration. Then enter a Store Name and any other required information on the Store Settings tab of the Small.Salesforce.png Salesforce module.

  1. Click the Connect Button.png Connect button and log into Salesforce as a user with API access.
    Salesforce Login.png
  2. The Store Url and Pricebook fields will automatically populate after a successful connection.
    Salesforce Connected.png

The Clear Login Credentials checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. If this option is used to change an existing connection to a completely different Salesforce account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing links.

Object mapping

Object mapping allows custom Salesforce objects to be mapped to Fishbowl as illustrated below.

Salesforce custom objects.png

Salesforce custom payments.png

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below show the options that are most common between all plugins. Any additional Small.Salesforce.png Salesforce options or notes are included at the bottom of each section.

Store Settings

Salesforce Store Settings.png
  1. If applicable, copy any needed setup information from the Salesforce website.
  2. Click the Store Settings tab of the Small.Salesforce.png Salesforce module.
  3. Enter a name in the Store Name field and any other required information.
  4. Click the Connect Button.png button and verify that the connection to the Salesforce website is working.
  5. Click the Save Button.png Save button at the top of the module to save the Salesforce settings.
  6. Click the New Button.png New button at the top of the module to configure another Salesforce store.
  7. Click the Pull Data Button.png Pull Salesforce Data button to import the data needed for the mapping tables.

Order Import

Salesforce Order Import.png
  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Small.Salesforce.png Additional Salesforce information

A Salesforce opportunity must meet the following criteria before it is imported to Fishbowl:
  1. The opportunity has products that have been linked to Fishbowl through the Product Import or Product Export.
  2. The opportunity has a billing OR shipping address. If only one address is present in Salesforce, Fishbowl will use that address as the billing AND shipping address.
  3. The opportunity has a status that is mapped to a Fishbowl order status through the Order Status Mapping.
  4. Based on Apply Last Sync To setting in the Schedule, the order was created/modified since the last sync date.

Order Settings

Cart Order.png

Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module.

  • Order field mapping - Use the mapping table to map Salesforce order fields to Fishbowl order fields. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import.
  • Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Small.Currency.png Currency module. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected.
  • Discount item - Select the flat rate discount type that will be added as a line item to imported orders. The flat rate discount can be set to $0 in the Small.Discount.png Discount module and then the correct discount amount will be set when the order is imported from Salesforce.
  • Default Salesperson - Sales orders will be created using this salesperson.
  • Default Class - If there is no class mapped from Salesforce, sales orders will be created using this class as the sales order class.
  • Default Payment Terms - If there are no payment terms mapped from Salesforce, sales orders will be created using this payment term.
  • Default Shipping Terms - If there are no shipping terms mapped from Salesforce, sales orders will be created using these shipping terms.
  • Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Salesforce.

Order Item Settings

Cart Order Item Settings.png
  • Item field mapping - Use the mapping table to map Salesforce order item fields to Fishbowl order item fields. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used.
  • Shipping item - Select the shipping type product that will be added as a line item to orders when applicable. It will contain the shipping price to be paid by the customer.
  • Ignore miscellaneous items - If this option is selected, Salesforce order items that are not related to an actual Salesforce product record will be ignored and no Fishbowl line item will be created.
  • Enable order import product linking - Salesforce order items will be matched to Fishbowl products based on the defined field mapping. If the Salesforce product has been linked by ID to a Fishbowl product, that will take precedence.
  • Product field - The Fishbowl product field that will match the selected Salesforce item field.
  • Salesforce item field - The Salesforce order item field that will match the selected Fishbowl product field.

Location Group Settings

Cart Location Group.png
  • Use a default location group - Select a default location group for imported orders.
  • Use location group mapping - Use the table to map location groups between Salesforce and Fishbowl.

Order Status Mapping

Cart Order Status Mapping.png
Use the table to assign Salesforce order statuses to Fishbowl order statuses. The Order Import task will only import orders from Salesforce that are in a status assigned to a Fishbowl order status. At least one active status mapping is required to use the Order Import task.

Customer Settings

Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use a Default customer - This option will associate all imported sales orders with the customer selected in the Customer field. This could be used with a generic Fishbowl customer such as Salesforce Customer.
  • Use the Salesforce Billing Address - Use the billing address from the Salesforce order instead of the address for the default customer.
  • Use the Salesforce Shipping Address - Use the shipping address from the Salesforce order instead of the address for the default customer.
  • Use the Salesforce Customer and Addresses - This option will import the addresses and customer from the Salesforce order instead of using a generic customer.
  • Name - Select the Salesforce field that contains the customer name that should be imported into Fishbowl.
  • Alternate Name - An alternate field mapping when the primary mapping does not contain data.

Carrier Settings

Cart Carrier Mapping.png
  • Use default carrier/service - When selected, all orders imported from Salesforce will use the selected carrier and carrier service. If this option is unchecked, carriers can be mapped between Fishbowl and Salesforce. Each mapping will also set the Sales Order Priority so that Fishbowl users can identify orders with express shipping that need to be picked and shipped quickly.
  • Use carrier mapping - When selected, the table can be used to map carriers between Salesforce and Fishbowl.

Payment Settings

Cart Payment Mapping.png
  • Create payments in Fishbowl - When selected, payments from the Salesforce transaction will be shown in the Small.Payment Viewer.png Payment Viewer module.
  • Use a default payment method - When selected, all orders imported from Salesforce will use the selected payment method.
  • Use Payment method mapping - When selected, the table can be used to map payment methods between Salesforce and Fishbowl.
  • Always create payments - If no payment data exists for the order from Salesforce, this option will always create a payment in Fishbowl equaling the order total. If payment mapping is enabled, orders without payment data will show "None" as the payment method type.
  • Ignore international payments - Payments will not be created for orders placed outside the United States. This setting is only available if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
  • Currency - Select the currency type you accept in Salesforce. This is a required setting if Use Currency Conversion is enabled in the Small.Currency.png Currency module.
Small.Salesforce.png Additional Salesforce information
See Object mapping for more details.

Tax Settings

Cart Taxes.png
  • Import Taxes - When selected, the tax amount from the Salesforce order will appear on the Fishbowl sales order as a flat rate line item. The flat rate amount can be set to $0 in the Small.Tax Rate.png Tax Rate module and then the correct total tax amount will be set when the order is imported from Salesforce. If taxes are not imported, the Fishbowl payment will equal the order total before tax.
  • Use Default Tax Item - With this option selected, the same tax item will be used for all orders.
  • Use State Tax Mapping - This option allows different tax items to be used based on the Ship To state/province. If this option is enabled, the plugin will give an error when trying to import an order with a state that has not been mapped.
Small.Salesforce.png Additional Salesforce information
See Object mapping for more details.

Order Export

Salesforce Order Export.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Small.Salesforce.png Additional Salesforce information

Fishbowl will search Salesforce for the first account name that matches the Fishbowl customer name. If no match is found, an account is created in Salesforce. A Fishbowl order must meet the following criteria before it is exported to Salesforce:
  1. The order did not originate from Salesforce through the Order Import.
  2. The order has a status that is mapped to a Salesforce status through the Order Export mapping table.
  3. Based on the Last Sync Date in the Schedule, the order was created since the last sync date.

Fulfillment Export

Salesforce Order Fulfillment.png
  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
  • This export creates a note on the Salesforce opportunity containing the carrier, service, and tracking numbers of fulfilled sales orders.

Product Import

Cart Product Import.png
  • Schedule - Select the Checked.png Active checkbox to import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that all of the products on your website will be imported.

The product import task imports products into Fishbowl from Salesforce. A product link is created by storing the Salesforce product ID in Fishbowl. Select ONE of the following options:

  1. Link existing products - This option will match existing products in Fishbowl and Salesforce where data matches in the selected fields.
  2. Import products - This option will import products from Salesforce into Fishbowl, creating them based on the field mapping and selected settings. If the weight or size UOM isn't set in Salesforce, the default UOMs listed here will be used.

Product Export

Cart Product Export.png
  • Schedule - Select the Checked.png Active checkbox to export products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.

Select ANY of the following options:

  1. Export new products- Map the fields that should be exported from Fishbowl to Salesforce. A default weight UOM and size UOM can also be specified. The selected product trees will be included, or all product trees will be included if the field is left blank. Selecting the Export all products option will ignore the last sync date and attempt to push all of the Fishbowl products to Salesforce. The product tree filter will still apply.
  2. Update linked products - This section has the same options as the Export new products section above. After the initial product export, only the selected fields will be updated.

Inventory Update

Cart Inventory Update.png
  • Schedule - Select the Checked.png Active checkbox to export inventory levels to Salesforce on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now. Data that has changed since the Last Sync date will be synchronized. This date will be updated automatically after a sync, or it can be manually edited to adjust which data will be synchronized.
NOTE: When setting up the shopping cart integration for the first time you will want to adjust the Last Sync to a date before any of your products were created (for example, setting the year to 2000) so that it includes all of your products (or any applicable product tree filter) when updating inventory levels.
  • Export company wide inventory - Include inventory quantities from all location groups in the inventory sync. If this option is unchecked, selected location groups can be added by clicking the Add Icon Button.png Add button.
  • Inventory Type - Select the inventory quantity that should be used during the update: Available For Sale, Inventory On Hand, or Available To Pick.
  • Product Tree filter - The export can be limited to certain product tree categories. If this field is left blank, all products will be included in the export.
  • Use max inventory quantity - With this option enabled, the maximum inventory quantity sent to Salesforce can be limited. For example, if there is an available quantity of 4000 in Fishbowl, the quantity in Salesforce could be set to 999.

Troubleshooting

  • The attributes and IDs for orders and products can viewed or modified by clicking the Small.Salesforce.png Salesforce button at the top of the Small.Sales Order.png Sales Order module and the Small.Product.png Product module.
  • To view the scheduled tasks for the Small.Salesforce.png Salesforce module, open the Small.Schedule.png Schedule module.
  • A scheduled task can be run manually by double-clicking the task.
  • Enter an email address in the Small.Schedule.png Schedule module to receive error notifications.
  • To view the history of a scheduled task, including the result/error, click the History Icon Button.png History button in the Small.Schedule.png Schedule module.
  • More details about recent errors can be viewed by opening the Small.Data.png Data module and clicking the Server Log Button.png Server Log button.
  • Check for multiple versions of the Salesforce.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Salesforce versions, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

2019.7.0X – 8-23-2019 - Fishbowl 2019.7
  • Improved error messaging
  • Fixed bug with the combine all discounts option not saving the setting correctly in the UI
  • Separated order notes and order item notes into separate corresponding fields when orders are imported into FB
  • General UI fixes
  • Fixed product export tab issue for Canadian users of the plugin
  • Fixed null errors on order import
  • Added ability to map to custom field/object for billing and shipping address mapping
  • Added ability to map to custom field/object for location group and carrier/carrier service mappings
  • Fixed bug with payments on order import
  • Added ability to pull address from SF account object instead of only the opportunity object
  • Fixed bug for kit inventory updates for kits with optional items
  • Fixed index 0 size o error on fulfillment export task. This error occurred when a SO has a linked PO with no dropship type SO items
  • Fixed bug using the check order status option on the order fulfillment task with completed orders still sending up tracking from FB
2019.7.0X – 7-23-2019 - Fishbowl 2019.7
  • Added ability for users to select which payment method types to create payments in Fishbowl
  • Fixed fulfillment bug for orders with only drop-ship items not sending tracking and fulfilling correctly in the channel
  • Fixed pricing bug to use the discounted price on order import
  • Fixed issue where taxes were removed from the payment amount incorrectly
  • Added ability to map custom Salesforce object/opportunity field(s) for payments
  • Fixed bug for opportunity owner mapping on order import
  • Fixed order item taxable flag so it sets correctly in SF when mapped
  • Added ability to map custom Salesforce object/opportunity field(s) for taxes
  • Fixed a UI bug in the tax panel
  • Fixed mapping bug for opportunity user mapping


2019.6.0X – 6-18-2019 - Fishbowl 2019.6

**This update will require the user to configure additional settings and mapping tables in the plugin. Contact Fishbowl Plugin Support for assistance**

  • General UI Enhancements
  • Fixed bug on fulfillment for orders with kits
  • Fixed bug where fulfillment export wasn't updating the opportunity status correctly
  • Fixed bug where orders with data containing Apostrophes caused the order to error out
  • Fixed opportunity queriess so that they only query for the custom SF custom fields that are actually mapped, and not all of the custom fields they have
  • This update will cause the scheduled tasks to give an error when first loading Fishbowl after updating. Users will need to go into the plugin interface and configure the additional mappings and save settings in order for the scheduled tasks to run properly
  • Added ability to link products on order import. Products that were not previously linked using the product import/export tasks can now be linked during the order import task
  • Fixed bug on order import task when creating a new Location Group mapping where the added Salesforce Location would show up blank in the table
  • Added enhancement for inventory sync to have a max qty option
  • Added enhancement for inventory update to include "Available to Pick" for inventory type as one of the options
  • Added enhancement where order import carrier mapping now has a priority option for "All" that doesn't exist in Fishbowl and causes an error when used for an order
  • Added enhancement on order settings and on order items field mapping table including custom fields
2019.5.0X – 5-10-2019 - Fishbowl 2019.5
  • Fixed Typo in the payment panel
  • Fixed (for supporting channels)where the image export was not working on the product export task
  • Misc items are now supported on order import
  • Fixed bug with state tax mapping table giving a bad error when a state was not mapped on an order
  • Fixed advanced options error message when enabled and a day of the month wasn't specified
  • Fixed advanced options error for order fulfillment task'
  • Fixed data mapping error with many to one field mappings on product export
  • Fixed order import not finding order addresses error
  • Fixed inventory sync bug
2019.4.01 – 4-18-2019 - Fishbowl 2019.4
  • Changed error message on order import when products are not linked and the order import failed
  • Fixed product import and product export mapping issue which was causing errors and limiting many to one field mappings between FB and the channel
  • Fixed invalid status mapping error on order export
  • Fixed tax item required bug on order import
  • Fixed bug where the SalesForce price book data saved in FB was causing an error when clicking the refresh button in the plugin interface
  • On first load, a data migration task will run migrating carrier and payment mapping table data from the previous version
  • On first load, existing scheduled tasks will be removed and need to be recreated by Saving the plugin
  • Fixed bug where mapping validation error window appeared
  • Fixed bug where smaller screens would cut off data in the Plugin UI
  • Added UPC field as a mappable product field for product linking task
  • Added option to use a tax mapping table on the order import task
  • Fixed bug where the fulfillment task wasn't sending up the shipment tracking
  • Various AU version fixes
2019.3.0x – 3-14-2019 - Fishbowl 2019.3
  • Fixed bug when customer PO number did not populate correctly when the user did not have "Assign Channel Name order number to Customer PO field" checked
  • Fixed bug where order import option to add on order number prefix was not saving
  • Fixed bug when QB class setting was not being applied to regular products in orders
  • Fixed bug where plugins first loading into a new database displayed pop-up windows that should not be there
  • Multi-currency support for orders and payments created from the channel. Multi-Currency must be turned on in FB
  • With multi-currency enabled there is an option to not create payments for international orders
  • Fixed bug when using the default payment method
  • Changed so create taxes option is set by default
  • Fixed bug for when discount item field was left blank and saved, causing null errors
  • Added tracking to shipments on FB for fulfilled orders
  • Fixed bug where UI issue did not allow some order import setting panels to be seen
  • Fixed bug where panels were not sizing properly on small screens
2019.1.01 – 1-31-2019 - Fishbowl 2019.1

**Please note, this update will require you to re-enter the order status mapping table data when first loading the plugin for both order import and order export tasks**

  • Added ability to choose whether to sync on hand vs. available to sale inventory quantity
  • Improved status mapping error messages during order import using advanced options and the order status hasn't been mapped
  • In the order import tab when using the customer matching option, we now provide an alternative mapping option if the first mapping option does not contain data from the cart
  • Fixed bug to reenable editing of existing order status mapping
  • Updated POS Import customer settings panel to have the same mapping options as the standard order import
  • Updated Test Connection success/fail dialog box
  • Added a popup window to notify users about status mapping tables being cleared
  • On the Inventory Update tab the location group drop down box is now replaced with a checkbox called "Sync all Location Groups"
  • When unchecked, a user-defined table gives ability to define which location group(s) will be used to sync to the Channel
  • Fixed bug when clicking next button sometimes it would bring the mapping back up that user just created in the order status mapping table
  • Fixed bug where lines could be added to order status mapping without data
2018.12.02 – 12-20-2018 - Fishbowl 2018.12
  • Added ability to map the SO contact, phone, and email fields when using the "Use default customer" option on the Order Import task2}}
  • Added option to add a custom prefix to the opportunity name on order import
  • Fixed bug where the wrong inventory quantity was synced in the following scenario:
  • When not using a location group (LG) filter and multiple LG's exist in the FB database and
  • When one of the LG's has more inventory allocated than inventory available for all LG's combined
2018.10.06 – 11/9/2018 - Fishbowl 2018.10

Do not skip this version unless installing the plugin for the first time. If you’re planning to update to a later version of Fishbowl, install 18.10 first, update your plugins, and open them so the data migrator (described below) can run. Then update Fishbowl to the desired version.

  • Fixed bug where the inventory object wasn't being created on first install of the plugin in Salesforce
  • Fixed bug where inventory updates all linked products instead of the first linked product in the list in FB
2018.8 – 8/23/2018 - Fishbowl 2018.8
  • New version number system to match Fishbowl.
  • Status mapping table will now display all Salesforce statuses, including custom ones.
  • Significantly reduced the number of API calls we’re making.
2.1 - 7/12/2018 - Fishbowl 2018.7
  • Bug Fixes
  • Updated for compatibility with Fishbowl version 2018.7
2.0 – 6/14/2018 - Fishbowl 2018.6
  • Newly redesigned with lots of new features
  • Ability to export orders to Salesforce to create opportunities
  • It's now possible to toggle between your sandbox and live accounts
1.14 – 3/8/2017 - Fishbowl 2018.3
  • Updated for compatibility with Fishbowl version 2018.3
1.10 – 10/10/2017 - Fishbowl 2017.9
  • Fixed a bug to only send "Fulfilled" orders in Fishbowl up to Salesforce
1.9 – 8/7/2017 - Fishbowl 2017.6
  • Fixed validation error against Fishbowl support status when using Salesforce plugin
1.8 – 7/19/2017 - Fishbowl 2017.6
  • Added ability to reset sync date from the plugin
  • Fixed inventory sync issue causing quantities to be doubled in Salesforce
1.7 – 7/18/2017 - Fishbowl 2017.6
  • Fixed a product sync bug
1.6 – 7/13/2017 - Fishbowl 2017.6
  • Fixed issue with discounts not calculating correctly
1.5 – 4/13/2017 - Fishbowl 2017.3
  • Fixed tax functionality for Australia and Canada versions of Fishbowl
1.4 – 4/6/2017 - Fishbowl 2017.2
  • Fixed import last sync date using the wrong sync date
1.3 – 3/15/2017 - Fishbowl 2017.2
  • Fixed inventory sync issue when more than 999 in stock, sync would fail
1.2 – 3/13/2017 - Fishbowl 2017.1
  • Fixed authentication error when syncing data