Getting Started Navigate to the Junodoc Application Use the Application launcher in the upper left corner to switch to the Junodoc application. Choosing the Junodoc Builder Once you click on “Junodoc Builder” from the top menu, type in the name of the object you wish to create a template for….
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
Juno Orders v1.68 Released 04/18/2018 Professional Edition Bug Fixes Ability to creates invoices manually from Sales Orders General Bug Fixes Product cost not being pulled in on quotes Quantity of shipping on quotes and sales orders not showing on PDF Quote address lines not editable Feature Additions Add Google Maps…
Juno Orders v1.59 Released 03/28/2018 Professional Edition Bug Fixes Activity History not recording for Quotes and Invoices Creation of Contact Addresses using Create Contact Address button General Bug Fixes PDF page break after 25 lines for Quotes, Sales Orders, Purchase Orders, Invoices and Credit Memos Creation Date format for all…
Juno Orders FAQ Please find the following commonly asked topics. Don’t see what you’re looking for? Be sure to submit a question using the chat box in the lower right corner. Contract Terms & Conditions Quote Creation and Management Salesforce Lightning Tips Package Field Level Security Adjusting Search Lookup Headings…