Overview: Tally has designed decoupled components that can be nested within any Salesforce object of your choice. These user interfaces enable you to generate invoices, estimates, bills, purchase orders, sales receipts, refunds, and more.
Nesting Components with Account Lookup Requirement: Certain components require a Salesforce record that has a related lookup field to the Account object. This is necessary because QuickBooks customers are directly linked to Salesforce accounts. The components that require this relationship are:
Invoices
Estimates
Sales Receipts
Refund Receipts
Nesting Components Without Account Lookup Requirement: The following components do not require an Account lookup field and can be nested directly within any Salesforce object:
Bills
Time Tracking
Purchase Orders
Instructional Video: The video below provides an in-depth guide on how to nest these components in Salesforce objects.
Step-by-Step Instructions: Follow the instructions below to learn how to nest components on different objects.
Step By Step Instructions
1. Navigate to Salesforce
2. Click on the object you wish to nest your component in.
Tip! you can nest our component in any object. Invoices, Estimates, Refund Receipts and Refund Receipts require that your object has a lookup field to "Accounts"
3. Click on any record
4. Click the "Gear" Icon.
5. Click "Edit Page"
Tip! You can drag and drop our components on any part of the page but these instructions show you how to keep things nice and tidy!
6. Click "Activity
Details"
7. Click "Add Tab"
8. Click "Details"
9. Click this dropdown and select "Custom".
10. Type "QuickBooks"
11. Click "Done"
12. Click "QuickBooks"
13. drag "Tabs"
14. 1. Click on one of your tabs.
2. Click on the tab name
15. Click the tab Dropdown and select "Custom".
16. Type "Invoices" (Assuming you want invoices)
17. Click "Done"
18. Drag your desired Component into the "Invoices" Tab.
19. Click the "API Name of the Account Lookup field" field.
20. Type "AccountId"
21. Click "Save"
