• Importing Data
• Setup GL Account
  
• Setup Products
• Import Sample Company Data
• New Account Type

Importing Data

Data Import- For Importing the data, there are three options available namely:

...

6.This delete option will be available to all the users initially. But if you want this option only for the Admin user, it can be blocked by a trigger for the other users.

New Account Type

                          You can add the following Account types namelymanually:                                 1.

1. 1. Inventory

...

1. 1. Deferred Tax Asset
   2. Investments
   3. Deferred Tax Liability
   4. Long Term Liability
   5. Credit Card- Credit Card as an Account type is added in the Refund screen as well as under GL account field for Bill Payment Object. This will allow to process Refund and make payment through Credit Card as well apart from Bank.
      
      
       Note: Make sure that the naming convention is same as mentioned above.
   
      To add new Account types, follow the steps:
2.       1. Click on GL Accounts Object
3. Image Added

1.      2.Expand Force.com Quick Access Menu
2. Image Added

1.      3. Click on View fields
2. Image Added

1.      4. Click on Account Type
2. Image Added

               5. Click on New tab and enter the new Account type name therein

Image Added