Overview

When an existing transaction - like Invoice or sales order - is updated with new transaction details, such transactions are termed as Recurring Transaction. This module explains a step-by-step process involved while integrating DBSync with Salesforce Opportunities as Recurring Transactions into accounting systems like QuickBooks and Great Plains.

Most of the steps are involved with Salesforce - like enabling schedules for opportunity line items, installing DBSync Recurring Transactions Package and, scheduling an apex class. After making all the necessary changes in Salesforce, DBSync must be enabled with Recurring Transactions mapping to run an integration. This will successfully sync Salesforce Opportunity as Recurring Transaction into Accounting System.

Key Benefits:
Integrate Salesforce Opportunity as Recurring Transactions into Accounting System.

Requirement:
Salesforce Adapter.
QuickBooks Adapter.
Great Plains Adapter.

Provider:
DBSync for QuickBooks/Great Plains. 

Enable Schedules for Opportunity line Items in Salesforce

Install DBSync Recurring Transactions Package in Salesforce

https://login.salesforce.com/?startURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t50000000PsN0&crc=1

Schedule an Apex Class in Salesforce

  1. Job Name > Recurring Transactions.
  2. Apex Class > select the class DBSyncProductSchedule.
  3. Select Weekly Frequency and select all the days. As a result, the Schedule will run every day. Next, set your Opportunity to sync with your Accounting System when it syncs using DBSync.
  4. Set the Start and End Date as per the requirement. Set the "Preferred Start Time" as 1 AM.
  5. Save the record.
  6. To ensure the schedule is set, and is in the Queue, Go to User menu > Setup > Administration Setup > Monitoring > Scheduled Jobs. You will see the schedule listed on the page.

Enable Recurring Transactions Mapping in DBSync

Pre-requisites

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