Salesforce

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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 one or more Salesforce accounts.

Install

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.

  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.
  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 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 Template:Top

In order to connect to Salesforce, click the Login button and enter the Salesforce credentials.

  • Only new orders are imported. Orders are not updated once they have been imported. Returns and refunds are not imported.
  • The attributes and IDs for orders and products can be viewed or modified by clicking the Small.Shopify.png Shopify 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.Shopify.png Shopify 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 Shopify.jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two Shopify versions, exit the Fishbowl Server and remove the older version on all client and server computers.

TABS

Settings

  • Email - The email address to notify regarding integration information. Failed schedules will send an email to this address. Email can be configured on the Email tab of the Small.Company.png Company module.
  • Salesforce SKU - If SKU is selected, a SKU must be set on the Fishbowl product.
    • When using a "Simple Product" in Salesforce, the Salesforce SKU can be mapped to the Product Number or the SKU in Fishbowl.
    • When using anything other than a "Simple Product" in Salesforce, select SKU.
  • Salesforce Name - The Name in Salesforce can be mapped to the Product Number or SKU in Fishbowl. If SKU is selected, a SKU must be set on the Fishbowl product.
  • Short Description - The Short Description in Salesforce will be mapped to the Description in Fishbowl.
  • Description - The Description in Salesforce will be mapped to the Details in Fishbowl.


Schedule Import Order

  • Schedule - Select the Checked.png Active checkbox to import orders on a set schedule. Click the Schedule Button.png Schedule 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.
  • Salesperson - Sales orders will be created using this salesperson. This field is required.
  • Carrier - When selected, sales orders will be created using this carrier.
  • Payment Terms - When selected, sales orders will be created using this payment term.
  • Payment Method - Sales orders will be created using this payment method. This field is required.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Location Group - Sales orders will be created using this location group. This field is required.

Template:Cart Customer

  • SO Status - Orders can be imported as an estimate, issued, or fulfilled status. Setting orders to fulfilled status will import orders and then quick fulfill them.
  • Tax Item - Tax rate item for the total tax amount from Salesforce. Can only specify a flat rate tax. If the list is empty, create a flat rate tax to be used with Salesforce. 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.
  • Class - When selected, sales orders will be created using this class as the sales order class.
  • Shipping Item - When selected, sales orders will be created using this product as the default shipping item.
  • Salesforce Order Status - This selection determines which status of Salesforce orders will be imported into Fishbowl.
  • Use Salesforce Order Number as SO Number - When selected, sales orders will be created using the Salesforce order number as the Fishbowl sales order number.


Schedule Export Order

  • Schedule - Select the Checked.png Active checkbox to export orders on a set schedule. Click the Schedule Button.png Schedule 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.
  • Update Salesforce Order Status - When selected, Salesforce orders will be updated after the product(s) on the order have been shipped in Fishbowl. If left blank, Fishbowl will not update the status of the Salesforce order.


Schedule Products

When pulling products to Fishbowl, the product sync should usually be scheduled to run before the order import. This will avoid any errors caused by new products that need to be imported before the order can be created in Fishbowl.

  • Schedule - Select the Checked.png Active checkbox to sync products on a set schedule. Click the Schedule Button.png Schedule 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.
  • Weight UOM - Default UOM for the weight of products as they are created.
  • Pull products to Fishbowl - When selected, products created in Salesforce will be imported to Fishbowl.
  • Push products to store - When selected, products created in Fishbowl will be exported to Salesforce.
  • Product tree filter - When left blank, all products will be pushed to Salesforce. To limit the products that are pushed to Salesforce, click the File:Product Tree Icon Button.png Product Tree button. The selected category and all of its sub-categories will then be included in the sync.


Schedule Inventory

  • Schedule - Select the Checked.png Active checkbox to sync inventory on a set schedule. Click the Schedule Button.png Schedule 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.
  • Location Group - When selected, the Available For Sale inventory quantity will be used from this location group only. If left blank, the quantity from all location groups will be used.