Order Entry advanced sales document workflow page layout elements

We've added page layout elements for use with the Order Entry advanced sales document workflow. You can add these elements to any page layout in Salesforce.

Create sales document button

For pages where you want to create sales documents, add the Create Sales Document button to the Salesforce page layout. This button is often added to the Opportunity, but you can add this button to other objects in Salesforce as needed.

Add Create sales document button to a custom object

  1. In Salesforce, go to the custom object page that you want to create a sales document from.

    For example, you created an object that you named Custom Object.

  2. Open the force.com menu and select View field.

    A new tab opens to display the custom object page.

  3. On the displayed page, go to Buttons, Links and Actions and select New Button or Link.

  4. Set the following:

    1. Label: Enter the name for the button.

      For example: Create Sales Document. The Name field is automatically filled in.

    2. Display type: Set to Detail Page Button.

    3. Behaviour: Set to Display in new window.

    4. Content Source: Set to URL.

  5. Enter the following in the text field:

    Copy 
    {!URLFOR($Site.Prefix + '/apex/ia_crm__CreateSalesDocument?id=' + Custom_Object__c.Id)}

  6. Replace Custom_Object__c with the object you want to create the sales document from.

  7. Save your changes.

Sales Document related list

The Sales Document related list shows all document types that you created using the Create Sales Document button. Add this to page layouts as needed.

Sales document job schedulers

Depending on how your page layouts have been set up, your newly created sales documents might not sync automatically to Intacct.

You can use field mapping to trigger a sync to Intacct using the job schedulers in the Intacct Configuration app in Salesforce. You can also add a Sync to Intacct button to page layouts for the sales documents to sync manually to Intacct.

For more information about the job scheduler, go to Order Entry advanced sales document job schedulers

For more information about field mapping, see Order Entry advanced sales document and item mapping tool

View all page layout components

A full list of elements that can be added to your page layouts can be seen in the managed Intacct package.

To view the contents of the Intacct-managed package:

The following steps are for the Salesforce Classic UI.

  1. Log in to Salesforce as an administrator.
  2. From Setup, enter Installed in the Quick Find box and select Installed packages.
  3. Select the Intacct Advanced CRM Integration package name link.
    The Installed Package Details page opens.
  4. Select View Components.
    The Metadata Components included in the package are displayed.

Selecting a component name takes you to more information about the component. Some pages, such as the Button or Link Detail pages can also show you where the component is used in Salesforce.