Creating a new Salesforce User with System Administrator access is straight forward. In the Red box, you’ll notice this user has been assigned User License: Salesforce. If “Salesforce” is not an option, you will need to go and disable another user. Make sure you also select “System Administrator” for the…
Licenses & Permissions Assign Licenses Click on the Setup cog in the top right corner of Salesforce, then click “Setup”. Navigate to Apps > Packaging > Installed Packages. Next to the package name “Junodoc”, you will click the Manage Licenses link. You will see the Licensed Users users section with…
JunoOrders Quick Overview Video Accounts Salesforce does not differentiate between a Customer Account and a Vendor Account. For this reason, we added a Picklist for the Account named Type. Each Account should be labelled as either a Customer or a Vendor in order to work with JunoOrders. We also added…
Salesforce AppExchange Visit the Salesforce AppExchange to Install Juno Orders into your Salesforce Org. Click the Green “Get It Now” button in the upper right corner of the screen. If you have never purchased any apps before, you may be prompted for some details. Otherwise, proceed as usual. You will…
If you subscribed to one of our products through the Salesforce AppExchange, the way to increase or decrease user licenses is as follows. Log in to AppExchange. From the user profile menu, click My Installs & Subscriptions. Find the subscription that you want to update. From the dropdown list, select…
Add / Update Credit Card Access the Customer Portal here https://www.junorocket.com/portal/ Enter Email Address Enter your email address and click the captcha box to receive a security code Enter Code From Email You will receive an email with a code. Enter this code in the box on the website. Add…
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 Two-Week trial and see how the application works for you. Make sure you are already logged into your Salesforce account. In the same browser,…