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• Login to Salesforce using admin credentials.

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• Go to user menu ? Setup ? Customize ? Products ? Schedule Setup

• Enable the ability to create schedules on products by enabling Quantity and Revenue Schedules as shown in the below image.

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• Go to User menu ? Opportunities ? Page Layouts ? Drag 'IsRecurring' & 'Next Sync On' to DBSync section ? Save the changes

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Install DBSync Recurring Transactions Package in Salesforce

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• Login to Salesforce using admin credentials. Package Installation Details will be displayed. Click on continue to proceed.

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• Approve Package API Access and then click on next.

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• Security level must be selected to grant access and then click on next to proceed.

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• The package is ready to be installed. Click Install to install.

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• Install complete message will be displayed which confirms that DBSync Recurring Transactions package is installed.

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Schedule an apex class in Salesforce

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• Go to Username ? Develop ? Apex Classes ? Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.

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• Go to Username ? Develop ? Apex Classes ? Schedule Apex to implement the schedulable interface to be automatically executed on a weekly or monthly interval.

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Note: Administrator Rights is required to perform the above steps.

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Enable Recurring Transactions Mapping in DBSync

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• Enable the mapping for the required transaction and save the mapping before running the integration.

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It is also necessary that Salesforce opportunity is created with the right parameters to sync Recurring Transactions into Accounting Systems.

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