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 Salesforce Enterprise or Salesforce Unlimited.

Salesforce.png

Install

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

Setup

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 Connect Button.png Connect button in the plugin, enter your Salesforce credentials, and then click the Allow button.

TABS

Shopping cart plugins in Fishbowl have a standardized layout. Some of the images below apply to all shopping carts.

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.


Order
Cart Order.png
  • Additional order data will be imported and displayed on the Details tab of the Small.Sales Order.png Sales Order module
  • 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 Item - When selected, sales orders will be created using this product as the default shipping item.
  • Shipping Terms - When selected, sales orders will be created using these shipping terms.
  • Use Salesforce opportunity number as Fishbowl SO number - When selected, sales orders will be created using the Salesforce opportunity number as the Fishbowl sales order number. The Salesforce number will always be stored on the Custom Field tab of the Small.Sales Order.png Sales Order module.
  • Assign Salesforce order number to Customer PO field - When selected, the Salesforce order number will be displayed in the Sales Order Customer PO field.
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
Cart Customer.png
Use the options below to determine how customers are created in Fishbowl and what information is imported into Fishbowl.
  • Use default customer - This option will associate all imported sales orders with the customer selected in the Customer Name field. This could be used with a generic Fishbowl customer such as Salesforce customer.
  • Use order Bill To address - Use the billing address from the Salesforce order instead of the Fishbowl address for the default/generic customer.
  • Use order Ship To address - Use the shipping address from the Salesforce order instead of the Fishbowl address for the default/generic customer.
  • Use order customer - This option will import the Salesforce customer instead of using a generic customer.
  • Customer Name - Select the Salesforce field that contains that customer name that should be imported to Fishbowl.
  • Customer Contact - Select the Salesforce field that contains that customer contact that should be imported to Fishbowl.
  • Phone Number - Select the Salesforce field that contains that phone number that should be imported to Fishbowl.
  • Email Address - Select the Salesforce field that contains that email address that should be imported to Fishbowl.

Carrier Mapping
Cart Carrier Mapping.png
  • Use same carrier and carrier service for all orders - 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.

Order Export

Cart 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.

Order Fulfillment

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.
  • 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

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 import products on a set schedule. Click the Run task Button.png Run task button to run the scheduled task right now.
  • Field Mapping - Click the appropriate checkbox for linking products, and then selecting the product fields that match between Fishbowl and Salesforce.
  • Weight UOM - If the weight UOM isn't set in Salesforce, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in Salesforce, the default UOM 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.
  • Field Mapping - Use the icon buttons on the right side of the table to edit the field mappings. Click the Add Icon Button.png Add button to see all available fields. After a product has been pushed to Salesforce, any changes made to the product in Fishbowl will update the product in Salesforce.
  • Weight UOM - If the weight UOM isn't set in Salesforce, the default UOM listed here will be used.
  • Size UOM - If the size UOM isn't set in Salesforce, the default UOM listed here will be used.
  • 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.
  • Export All Products - Selecting this option will ignore the last sync date and attempt to push all of the Fishbowl products to Salesforce. The product tree filter in this panel will still apply.

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.
  • 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.
  • 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.

Troubleshooting

  • To view the scheduled tasks for the cart, 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 schedule 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 plugin .jar file in C:\Program Files\Fishbowl\plugins\ or \Applications\Fishbowl\plugins\ on a Mac. If there are two versions of the same plugin, exit the Fishbowl Server and remove the older version on all client and server computers.

Release Notes

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