SalesForce - Setting Up Invoice Numbers and Taxes

OneSaas allows you to integrate your SalesForce in such a way where Opportunity records in the Closed Won status can be extracted to be sent to various other systems.

However, there are some data types missing from the standard Opportunity fields which we need to accommodate through the use of custom fields. This article will provide instructions on how you can set these up to work with OneSaas.

Invoice Number

Invoice numbers are often required by other systems when we retrieve a SalesForce Opportunity record to create as an invoice. To set this up in your SalesForce:

1. Log into your SalesForce, Go to Setup > Object Manager.
   
   
   
2. Scroll down the list of objects until you see the Opportunity object.
   
   
   
   
3. Within the Opportunity object menu, select Fields & Relationships, then click New to add a new custom field.
4. Within the Data Type menu, select the Text option. Then click Next.
5. Specify the Field Label and Field Name to be Invoice Number, and Invoice_Number respectively. See screenshot below for reference:
   
   
   
6. Save your changes, and now you should be able to specify invoice numbers on Opportunity records to be sent to other systems via OneSaas!

Taxes On Opportunity Records

SalesForce Opportunity records often have to be integrated with accounting systems. As a result, a tax percentage will need to be defined within SalesForce in order to properly tell the accounting system what to display. Here is how you set up a tax field for OneSaas to integrate:

1. Log into your SalesForce, Go to Setup > Object Manager.
   
   
   
2. Scroll down the list of objects until you see the Opportunity Product object.
   
   
   
3. Within the Opportunity Product object menu, select Fields & Relationships, then click New to add a new custom field.
4. Within the Data Type menu, select the Percent option. Then click Next.
5. Depending on the tax rates that you plan on charging, please specify the appropriate Length and Decimal Places.
   
   E.g.
   If you charge 14.975% tax, then Length is 2, and Decimal Places is 3
   If you charge 5% tax, then Length is 1, and Decimal Places is 0
   
   
6. Specify the Field Label and Field Name to be Tax Code, and Tax_Code respectively. See screenshot below for reference:
   
   
   
7. Save your changes, and now you should be able to specify tax percentage rates on Opportunity records to be sent to other systems via OneSaas!