2022

Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Get the following App from AppExchange for your Salesforce instance .- https://login.salesforce.com/packaging/installPackage.apexp?p0=04t600000001jUf04t600000001jlq
  2. Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com
  3. It asks for username and password of the Salesforce instance where you would like to install DBSync. The username and password should have the administrative privileges to install.
  4. You can see details like App Name, Publisher, Version Name, Version Number along with Components & API Access details.
  5. If you want to install this package into admin account or into All Users or into specific profiles, select accordingly and then click on install / upgrade.
  6. Once installation is complete, you would see Installation / Upgrade Complete. 
  7. Now DBSync Page Layouts should be assigned for objects Accounts, Contacts, Opportunity, Opportunity Products and Products. Following steps can be referred to assign DBSync Page layout to Accounts Object. Existing Page Layout will be replaced by DBSync Page Layout. Any custom fields available in the existing page layout should be moved to DBSync Page Layout if required.
  8. Go to Salesforce Setup > Customize > Accounts > Page Layouts. This will show the list of available Page Layouts for Accounts Object. Click on Page Layout Assignment.
  9. You will find the list of default Page Layouts assigned for every Salesforce Profile. Click on Edit Assignment to proceed.
  10. Click on the Page Layout next to the required profile. Account Layout is the existing page layout for profile System Administrator and System Administrator is the profile that should be assigned with DBSync page layout. In this case Account Layout should be selected next to System Administrator.
  11. Select DBSync Account Layout from Page Layout To Use picklist. Page Layout will be changed from Account Layout to DBSync Account Layout. Click on Save to save the new page layout assignment.
  12. Similarly assign DBSync Page Layout for Salesforce Objects Contacts, Opportunity, Opportunity Products and Products.

...

  1. Go to www.mydbsync.com & register for Free Trial. Ensure that Source & Target Adapters are Salesforce & QuickBooks respectively.
  2. Salesforce credentials and QuickBooks location should be saved in your DBSync profile and QuickBooks web connector should be configured. Please refer the below wiki link for detailed steps. http://help2.mydbsync.com/docs1/display/dbsync/Configuring+DBSync+with+Quickbook+WebConnector

Anchor
_Toc398733104
_Toc398733104

...