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.
Path Settings on Quote Object Open the Object on which the Sales rep wants to add the path, Here we are having a quote object for Juno orders. Steps to Follow Right-click on the set-up wheel on the right side corner of the page layout. Select Edit object. A setup…
Download and Install from Salesforce AppExchange Install Jundoc from the Salesforce App Exchange. Find the Juno Doc that you want to install, browse AppExchange. Click on Junodoc Template Builder. Select Get It Now. Junodoc is licensed per user, per month. The first 14 days are a free trial. After the…
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…
Download and Install from Salesforce AppExchange Make sure you are logged into your Salesforce Org where you wish to install JunoOrders. 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 how…