Salesforce

From Fishbowl

Jump to: navigation, search

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.

Contents

Salesforce.png

Install
Jump to top of page

  1. In any Fishbowl Client, open the Small.Plugin.png Plugin module, located in the Integrations module group.
  2. Select the 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, open the Small.User Group.png User Group module and assign the Salesforce-View right to the appropriate groups as explained here.

Setup
Jump to top of page

The Salesforce plugin requires Salesforce API access which comes with the Enterprise or Unlimited versions of Salesforce. This can also be purchased separately for other versions of Salesforce.

To connect to Salesforce, click the Login button in the plugin, enter your Salesforce credentials, and then click the Allow button.

Mapping
Jump to top of page

The table below shows the data that transfers between Salesforce and Fishbowl.

Salesforce Product
Fishbowl Product
Products that are imported from Salesforce will be assigned a UOM of each in Fishbowl.
Product Name
Product Number
Description
Product Description
Standard Price
Product Price
Product Code
Product SKU
Product Id (in URL)
Salesforce Product Id (Custom Field)
Salesforce Product
Fishbowl Product
Products that are exported from Fishbowl will be automatically marked as IsActive in Salesforce. The pricebook marked as IsStandard will be used. The standard pricebook and corresponding pricebook entry will also be set to Active.
Product Name
Product Number
Product Code
Product SKU
Description
Product Description
Standard Price
Product Price
Salesforce Opportunity
Fishbowl Sales Order
Opportunities that are imported from Salesforce must have product(s) that have been pushed to or pulled from Fishbowl, a stage of Closed Won, as well as a Billing and Shipping Address.
Opportunity Id (in URL)
Salesforce Opportunity Id (Custom Field)
Opportunity Id (in URL)
Customer PO
Account - Billing Address
Bill To Information (Address, phone etc.)
Account - Shipping Address
Ship To Information (Address, phone, etc.)
Account Name
Customer Name
Salesforce Opportunity
Fishbowl Sales Order
Fishbowl orders must be Packed or Shipped to export to Salesforce.
Creates note with pack or ship info
Sales order
Included in note
Shipped On Date
Included in note
Carrier
Included in note
Tracking
Included in note
Product Num & Qty
Salesforce Inventory
Fishbowl Inventory
Inventory levels exported from Fishbowl will show up on Product page in Salesforce. On login, a message will be displayed with the option to install the Fishbowl app. This is a required app. Click Yes to install it, or click the Login button and select Yes.
Available
Qty Available
On Hand
Qty On Hand
UOM
UOM
Location Group
Location Group Name

TABS

Browser
Jump to top of page

Salesforce Browser Tab.png

Settings
Jump to top of page

Salesforce Settings Tab.png

Schedule Import Order
Jump to top of page

Salesforce Schedule Import Order Tab.png

Schedule Export Order
Jump to top of page

Salesforce Schedule Export Order Tab.png

Schedule Products
Jump to top of page

Salesforce Schedule Products Tab.png

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 Inventory
Jump to top of page

Salesforce Schedule Inventory Tab.png

Troubleshooting

Release Notes

Version 1.10

Features and Fixes

Version 1.9

Features and Fixes

Version 1.8

Features and Fixes

Version 1.7

Features and Fixes

Headline text

Version 1.6

Features and Fixes

Version 1.5

Features and Fixes

Version 1.4

Features and Fixes

Version 1.3

Features and Fixes

Version 1.2

Features and Fixes

Personal tools
Namespaces
Variants
Actions
Navigation
Other Pages
Toolbox
Print/export
Translate