JunoSync App Launcher To access the JunoSync QuickBooks setup, click the app launcher in the upper left corner of the Salesforce screen, the click on the JunoSync link. The JunoSync connection is persistent, however from time to time, you will need to re-connect. On the credentials tab, click “Connect to…
Once you have established a connection to QuickBooks through the Installation process, you can review the Setup pages here and make necessary adjustments before you start synchronizing records. Product Mapping As you can see from the screenshot below, the Product Mapping is already done for you. Take a moment to…
Although JunoSync is a 100% native Salesforce application that seamlessly synchronizes information between Juno Orders and Quickbooks, we highly recommend having one of our specialists work with you to make sure the deployment goes smoothly. This is an important tool that can make your business far more efficient, so we…
Want to experience our applications without going through the effort to install and configure in your own environment? Great news! You can sign up for a 30-day trial and see how the application works for you. Make sure you are already logged into your Salesforce account. In the same browser,…
The process to give a software vendor access to Salesforce is pretty straight forward. The following graphic sums it up. It’s helpful to allow for a week of support if we are working on more than one issue. You can always revoke this access once the work is complete as…
This is a new issue we are investigating, however we wanted to publish a solution everyone can use immediately. When you click on the “Create Sales Order” button on the Quote object, the screen effectively goes blank and no Sales Order is created. However, if you look in the browser…
We truly appreciate our customers and we hope our solutions bring real value to you and your business. As we grow, we put more energy back into product improvements which should further help you and your business. As you know, people look at reviews. They make product decisions based on…
Initial Setup Click the Setup Wheel in the upper right corner, then click Setup. Create a New Site In the search box, type in “site”. You will see “Sites” highlighted in yellow. Click on Sites. Near the center of the page you will see a button “New”. Click the New…
To achieve the look of the above report in the video, use the following column and row-group settings Your date setting should look like the following as well.
Salesforce Path Feature Allows Administrators the ability to create instructive workflows using the Path bar located at the top of any object. This quick tutorial gives you the basics on how to add a Path for your Salesforce org.