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Salesforce

4,963 bytes added, 20:44, 23 August 2019
Release Notes
# 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 '''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 [[File:Salesforce account, all the existing product and order links will become invalidated. Fishbowl Support will need to be contacted to remove those existing linkscustom payments.png]]
=TABS=
==Store Settings==
{{Store Settings|{{PAGENAME}}}}
# Click the {{Button|Pull Data|Pull Salesforce Data}} to import the data needed for the mapping tables.
==Order Import==
# Based on '''Apply Last Sync To''' setting in the [[#Order Import|Schedule]], the order was created/modified since the last sync date.
===OrderSettings==={{ImageSubtab|Order|Salesforce{{PAGENAME}}}} ===Order Item Settings===Additional order data will be imported and displayed on the {{ModuleTab|Sales OrderItem Settings|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.:* '''Salesperson''' - Sales orders will be created using this salesperson.:* '''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.:* '''Payment Terms''' - When selected, sales orders will be created using this payment term.:* '''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 ===Location Group Settings==={{PAGENAME}} order number as Fishbowl SO number''' - When selected, sales orders will be created using the Location Group|{{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|{{PAGENAME}}}}
===CustomerSettings===
{{Customer|{{PAGENAME}}}}
===Carrier Settings==={{Carrier Mapping|{{PAGENAME}}}} ===Payment Settings==={{anchorPayment Mapping|Carriers{{PAGENAME}}}}:{{ImageSubtabNotes|Carrier Mapping{{PAGENAME}}}}::See [[#Object mapping|Object mapping]] for more details. ===Tax Settings==={{Taxes|{{PAGENAME}}}}:{{Notes|Salesforce{{PAGENAME}}}}:* '''Carrier''' - Select the default carrier and service :See [[#Object mapping|Object mapping]] for orders that are imported from Salesforce to Fishbowlmore details.
==Order Export==
: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 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.
==Order FulfillmentExport==
{{ImageTab|Order Fulfillment|Salesforce}}
{{Schedule|export orders|Run task}}
=Release Notes=
{{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 {{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 – 4-1118-2019 - 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 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
{{HideH2|2019.1.01 – 1-31-2019 - Fishbowl 2019.1}}
::* 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
{{HideH2|2018.12.02 – 12-20-2018 - Fishbowl 2018.12}}