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.
Simple Document Creation This process assumes that you have already added the button and template lookup field to the Salesforce object you plan to use for this demonstration. If that is not the case, please visit the Junodoc Installation Instructions to complete these steps. Header and Footer Creation Fields Used…
Install Jundoc from the Salesforce Appexchange. Junodoc is licensed per user, per month. The first 14 days are a free trial. After the free trial, the application is billed monthly. You may cancel anytime and you will not be billed for the upcoming month. Creating Buttons for Layouts For any…
Adding Orders Fees to Page Layouts You will add the following fields to the necessary page layouts: Tax Tax Amount Shipping Shipping Amount Discount Discount Amount You’ll want to add the above fields to each of the following page layouts: Quote Sales Order Invoice Purchase Order (optional) Credit Memo Viewing…
dataloader.io is a free tool you may use to export and import data with Salesforce. In this demo, these are some of the product fields we use for the export demo. Of course, any custom fields you create will also be available for export. Product IDProduct CodeProduct NameProduct DescriptionPriceActiveProduct CostProduct…
Videos and Instructions for Using Juno Orders in Salesforce Lightning Contact Addresses One of the key features underlying the Juno Orders system is the concept of Contact Addresses. Salesforce only allows the storage of two addresses for a given contact. Since many contacts may have more than two addresses, we…
Download and Install from Salesforce AppExchange Make sure you are logged into your Salesforce Org where you wish to install Juno Orders. NOTE: You will want to confirm that you have the Salesforce Quote object enabled for your org. Click the next step on the right to receive instructions on…
Juno Orders v1.73 Released 05/14/2018 General Bug Fixes Create Quote Button Missing in Lightning Unable to Invoice a Single Line Item Feature Additions Email Templates Columns Opportunities Integration Fields for Naming Objects Project Naming Field Custom Invoice Numbering Juno Orders v 1.73 Release Note Video