online-billing-service.com
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Frequently Asked Questions

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Activating the Salesforce integration

Using our Salesforce plugin you can export customer data or invoice data to your Salesforce account. To connect the two apps, you need to create a connected app in Salesforce with Enable OAuth Settings. A tutorial for creating connected apps you can find here: https://soft-builder.com/how-to-create-a-connected-app-salesforce/

Callback URL should be set: https://factureaza.ro/partner_service/salesforce/session_callback/340138071 where 340138071 is your online-billing-service.com account id.

Activating the Salesforce integration - step 1

After that we can take the API key and the Private key from Salesforce to set them in the online-billing-service.com account.

Activating the Salesforce integration - step 2

To enter data and configure the Salesforce module, go to the "Integrated Services" tab.

Activating the Salesforce integration - step 3

Click on "Salesforce Customer Relationship Management".

Activating the Salesforce integration - step 4

On the new page we set the API key and the Private key previously generated on Salesforce.

Activating the Salesforce integration - step 5

The object name is the name of an object that already exists on Salesforce. To create custom objects you can follow the steps in the tutorial: https://www.tutorialspoint.com/salesforce/salesforce_custom_objects.htm

We only need one custom object, the fields will be generated automatically via the API. A new "Export to Salesforce" button will appear on existing invoices.

Activating the Salesforce integration - step 6

A button will also appear for each client.

Activating the Salesforce integration - step 7

Keep up the good work!

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