View source for Salesforce

{{Module Introduction|Salesforce|Integrations}} is an add-on module that can be installed from the {{Module|Plugin}}. After installing the plugin, a new module is added that integrates with Salesforce Enterprise or Salesforce Unlimited. {{Carts}}

{{Plugin Install|Salesforce|Integrations}}

==Setup==
{{Plugin Setup|{{PAGENAME}}}}

# Click the {{Button|Settings}} at the top of the module to open the '''Salesforce Settings''' window.<br>[[File:Salesforce Settings.png]]
# To connect to your Salesforce account, click the connect button.<br>[[File:Salesforce connect.png]]
# Log in as a Salesforce user with API access.<br>[[File:Salesforce Login.png]]
# Click the '''Import''' button to import custom stages and custom fields from Salesforce. These will be used later in the mapping tables.<br>[[File:Salesforce Settings.png]]
# Because Salesforce does not have native objects for many of the features available in Fishbowl, Fishbowl can create custom objects in Salesforce. Click the '''Inventory''' and '''Fulfillment''' buttons to automatically create these objects in Salesforce.
# Click '''Advanced Settings''', review the [[#Object mapping|Object mapping]] options, and then click the '''Save''' button.
# At the bottom of the '''Fulfillment Export''' tab of the plugin, enable '''Use Fishbowl Fulfillment'''.<br>[[File:Salesforce_Order_Fulfillment.png]]
# Open a Salesforce Opportunity in your web browser, click the '''Settings''' icon near the top-right corner, and then click '''Edit Page'''.<br>[[File:Salesforce Edit Page.png]]
# In the '''Related Lists''' section, select the page layout you would like to edit (in this case, the layout marked as "previewed").<br>[[File:Salesforce Edit Page Layout.png|272px|border]]
# Select '''Related Lists''' and then drag '''Fishbowl Fulfillments''' to the desired location.<br>[[File:Salesforce Edit Page Layout2.png|617px|border]]
# Click the wrench icon above '''Fishbowl Fulfillments''', and choose the fields that you would like to see listed in the Salesforce Opportunity.<br>[[File:Salesforce Edit Page Layout3.png|617px|border]]
# You should now be able to view the fulfillment information for all future exports from Fishbowl. Each fulfilled item in Fishbowl will have its own fulfillment line on the Opportunity (including multiple records for partial fulfillments).<br>[[File:Fishbowl Fulfillment Fields.png|272px|border]]

==Advanced Settings==

Advanced Settings for the Salesforce integration cay be found by clicking the {{Button|Settings}} on the module toolbar at the top, and then expanding the '''Advanced Settings''' section.

[[File:Salesforce Advanced Settings.png]]

===Object mapping===

Object mapping can be accessed by selecting '''Enable Object Mapping'''. This allows custom Salesforce objects to be mapped to Fishbowl as illustrated below.

[[File:Salesforce custom objects.png]]

[[File:Salesforce custom payments.png]]

=TABS=
{{TABS|{{PAGENAME}}}}

==Order Import==
{{Order Import|Salesforce}}


:A Salesforce opportunity must meet the following criteria before it is imported to Fishbowl:
# The opportunity has products that have been linked to Fishbowl through the [[#Product Import|Product Import]] or [[#Product Export|Product Export]].
# 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.
# The opportunity has a status that is mapped to a Fishbowl order status through the [[#Order Status Mapping|Order Status Mapping]].
# Based on the '''Apply Last Sync To''' setting in the [[#Order Import|Schedule]], the order was created/modified since the last sync date.

===Order Settings===
{{ImageSubtab|Order|Salesforce}}
Additional order data will be imported and displayed on the {{ModuleTab|Sales Order|Details}}.
:* '''Order field mapping''' - Use the mapping table to map {{PAGENAME}} 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.
:* '''Discount Item''' - Select the flat-rate discount type that will be added as a line item to imported orders.
:* '''Combine All Discounts''' - Enabling this option will sum up all of the line-item discounts and apply them as one order discount.
:* '''Use Customer Defaults''' - If there is no data mapped from {{PAGENAME}}, sales orders will be created using the defaults from the Fishbowl customer. If the customer doesn't have defaults, then the following defaults will be used:
:** '''Default Salesperson''' - If there is no salesperson mapped from {{PAGENAME}}, sales orders will be created using this salesperson.
:** '''Default Class''' - If there is no class mapped from {{PAGENAME}}, sales orders will be created using this class as the sales order class.
:** '''Default Payment Terms''' - If there are no payment terms mapped from {{PAGENAME}}, sales orders will be created using this payment term.
:** '''Default Shipping Terms''' - If there are no shipping terms mapped from {{PAGENAME}}, sales orders will be created using these shipping terms.
:* '''Order Number Prefix''' - Define a short prefix that will be applied to the imported order numbers. The prefix will not be added if the '''Fishbowl Generated SO Number''' is being used as the order number.
:* '''Use Order Filter''' - With this option enabled, only orders that match the specified criteria will be imported. For example, this can be used to import only orders with a matching custom field, name, description, user, etc.<br>[[File:Order Filter.png]]

===Order Item Settings===
{{Order Item Settings|{{PAGENAME}}}}

===Location Group Settings===
{{Location Group Mapping|{{PAGENAME}}}} This option is only available if [[#Object_mapping|Object mapping]] is enabled.

===Order Status Mapping===
{{Order Status Mapping|{{PAGENAME}}}}

===Customer Settings===
{{Customer|{{PAGENAME}}}}
:{{Notes|{{PAGENAME}}}}
:*'''Coalesce order addresses''' - If one address is missing, use the existing address for both the shipping and billing address.

===Carrier Settings===
{{Carrier Mapping|{{PAGENAME}}}}

===Payment Settings===
{{Payment Mapping|{{PAGENAME}}}}
::See [[#Object mapping|Object mapping]] for more details.

===Tax Settings===
{{Taxes|{{PAGENAME}}}}
::See [[#Object mapping|Object mapping]] for more details.

==Order Export==
{{Order Export|Salesforce}}

:Expand each '''Settings''' section to see the mapping tables. 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.

:Fishbowl->Salesforce Field Mappings for order export as follows: 
:* SO number->Opportunity Name
:* Customer name->Account Name
:* Line item price->Amount
:* Product Number->Product Name
:* Product Price->Product Price
:* Product quantity->Quantity
:* Customer Billing address city, state, zip, country->Billing address
:* Customer Shipping address city, state, zip, country->Shipping address
:* Creation date in Fishbowl is sent to the opportunity in Salesforce

==Fulfillment Export==
{{ImageTab|Order Fulfillment|Salesforce}}
{{Schedule|export orders|Run task}}
* The '''Fulfillment Export''' task will update Salesforce opportunities based on fulfilled Fishbowl sales orders. A note will be created on the opportunity with the shipment carrier and tracking number. The opportunity status and other fields can also be updated based on how the settings are configured.
* '''Use Fishbowl Fulfillment''' will create a fulfillment record on your opportunity for each item that is shipped. To use this feature, you must first complete all of the instructions in the [[#Setup|Plugin Settings]].

==Product Import==
{{Product Import|{{PAGENAME}}}}

==Product Export==
{{Product Export|{{PAGENAME}}}}

==Inventory Update==
{{Inventory Update|{{PAGENAME}}}}

==Customer Import==
{{Customer Import|{{PAGENAME}}}}

==Customer Export==
{{Customer Export|{{PAGENAME}}}}
=Troubleshooting=
{{Troubleshooting|{{PAGENAME}}}}

{{Plugin Release Notes}}