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- To make changes, go to https://login.salesforce.com . Enter you your Username and Password. Then, click on Login. : the
- the user logging in, should have administrative privileges to make changes to Salesforce instance.
- Go to Setup > Customize > Products > Fields and click on New in Products Custom Fields and Relationships.
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- In the next screen, select field-level security for profiles and click Next. Check Add Field check box checkbox. Then, check the Page Layouts you want to add it to. Click Save.
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- Click on Projects. Select and open a relevant Projectproject. You will see a list of available processes. Select and open the relevant Process. You will see a list of available Workflows.
- Open the workflow "ItemServiceToProduct". In the Rules section, open the map for "Sequence No. 2".
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- Similarly, add the above mapping as follows to complete the Product Hierarchy setup:
- ItemInventoryToProduct
- ItemNonInventoryToProduct
- ItemDiscountToProduct
- ItemOtherChargesToProduct
- ItemInventoryAssenblyToProduct
- ItemSalesTax2Product
- Now your Salesforce is configured to handle the Product Hierarchy of QuickBooks.
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- If you have a Parent-Child relationship for Products in Salesforce then, the following changes needs need to be made to the mappings.
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- Open the workflow "OpportunityToInvoice". In the Rules section, open the map for "Sequence No.3".
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