If the Salesforce product has been linked by ID to a Fishbowl product, that will take precedence.
Enable order import product linking - Salesforce order items will be matched to Fishbowl products based on the defined field mapping. Ignore miscellaneous items - If this option is selected, Salesforce order items that are not related to an actual Salesforce product record will be ignored and no Fishbowl line item will be created. It will contain the shipping price to be paid by the customer. Shipping item - Select the shipping type product that will be added as a line item to orders when applicable. If the Fishbowl description is not mapped, then the description from the Fishbowl product will be used. If the Fishbowl price is not mapped, then the price from the Fishbowl product will be used and any applicable pricing rules applied. Item field mapping - Use the mapping table to map Salesforce order item fields to Fishbowl order item fields. When currency conversion is enabled, some additional fields will be available, including a currency/customer mapping table when Use a Default customer is selected. Use currency conversion - Enabling this option will convert order currencies from the Fishbowl customer's default currency to your Fishbowl home currency, using the rates defined in the Currency module. Order number prefix - An order number prefix can be defined which will be applied to order numbers mapped from Salesforce. 
The flat rate discount can be set to $0 in the Discount module and then the correct discount amount will be set when the order is imported from Salesforce.
Discount item - Select the flat rate discount type that will be added as a line item to imported orders. Default Shipping Terms - If there are no shipping terms mapped from Salesforce, sales orders will be created using these shipping terms. Default Payment Terms - If there are no payment terms mapped from Salesforce, sales orders will be created using this payment term. Default Class - If there is no class mapped from Salesforce, sales orders will be created using this class as the sales order class. Default Salesperson - Sales orders will be created using this salesperson. If no date field is mapped to the Fishbowl Date Scheduled, then it will be set to the date of import. If no field is mapped to the Fishbowl Order Number, then it will be generated by Fishbowl. Order field mapping - Use the mapping table to map Salesforce order fields to Fishbowl order fields. Store SettingsĪdditional order data will be imported and displayed on the Details tab of the Sales Order module. System properties also allow advanced options to be enabled for the Salesforce plugin. Any additional Salesforce options or notes are included at the bottom of each section. Some of the images below show the options that are most common between all plugins. Several plugins in Fishbowl have a standardized layout. Object mapping allows custom Salesforce objects to be mapped to Fishbowl as illustrated below. Fishbowl Support will need to be contacted to remove those existing links. If this option is used to change an existing connection to a completely different Salesforce account, all the existing product and order links will become invalidated. The Clear Login Credentials checkbox clears the cache of the Fishbowl browser allowing you to connect with different user credentials. The Store Url and Pricebook fields will automatically populate after a successful connection. Click the Connect button and log into Salesforce as a user with API access. To grant access to additional users, assign the Salesforce-View access right to the appropriate groups in the User Group moduleĬomplete the steps below to configure the Salesforce integration. After re-opening the Fishbowl Server, the admin user can access the Salesforce module from any Fishbowl Client by opening the Integrations group. Exit the Fishbowl Server by right-clicking the Fishbowl Server tray icon and selecting Exit. Select the Salesforce plugin and click Install. In any Fishbowl Client, open the Plugin module, located in the Integrations group. Fishbowl inventory null error export update#
To get the most recent version, Update Fishbowl. The documentation on this page is for the most recent version of the Salesforce plugin.
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