Installing Rillet <> Salesforce Managed Package for 2-way sync

Installation into Salesforce

To install the package, the you will need to use the following links to install the latest version of the package.

• Dev/Sandbox SF instance: /packaging/installPackage.apexp?p0=04tDn000000zRbTIAU

• Prod SF instance: /packaging/installPackage.apexp?p0=04tDn000000zRbsIAE

To install it in your organization, you need to add it to the URL of your Salesforce environment. For example, if your organization has such a URL: https://dream-agility-4920-dev-ed.scratch.lightning.force.com/, you need to add the package link so that the final package path would look like:https://dream-agility-4920-dev-ed.scratch.lightning.force.com/packaging/installPackage.apexp?p0=04tKC0000000TTFU

To install the package for all users, select the “Install for All Users” option and then “Install”. As soon as the package is installed, you’ll receive an email.

Setting Up an Account Layout

All Rillet objects are referenced to Accounts, so they can be visible as related lists on the Account detail page.

To add this information to your Account Layout in SF,

1. Go to Setup, and then click on the Object Manager tab. Select the object - Account.

1. In the Account setting page, in sidebar, select “Page Layout” and then click on the needed layout.

1. In the Page Layout configuration page, find Related list setting. In the search box type “Rillet” to find objects of the Rillet package

1. Click on the needed option and then drag and drop the object reference to the “Related list” section of the page. Drag there all Rillet objects, if it’s needed.

1. Click Save.

Multi-currency with Salesforce

If you want to have several currencies displayed on your Contract or Invoice data, you will need to enable multicurrency in their Salesforce environment. To do it they need to follow the steps:

1. Navigate to the Setup.

1. In the Quick Find search box type “Company Information” and click on Company Information tab

1. In the Company Information detail page click on “Edit” button.

   
2. In the list of configurations, find the Currency Settings section and enable the “Activate Multiple Currencies” setting. Save the change.

1. Now, reload the page and in the Quick Find box, type “Manage Currencies” and select the proposed option.

1. On this page, you can set up needed currencies, their conversion rate and other currency settings required in your Salesforce environment.

To read more about multi-currency in Salesforce:

• https://help.salesforce.com/s/articleView?id=sales.admin_currency.htm&type=5

• https://help.salesforce.com/s/articleViewid=sales.activating_and_deactivating_currencies.htm&type=5

• https://help.salesforce.com/s/articleView?id=xcloud.editing_conversion_rates.htm&type=5

Creating the Order custom field (optional if using orders instead of opportunities)

1. Go to Setup.

1. Click on the Object Manager tab, and in the Quick Find type “Rillet Contract”. Select the proposed object.

1. In the Object interface, click on the “Fields & Relationships” button, then click on the “New” button.

1. In Step 1, select Lookup type and click “Next”

1. In step 3, select Order object.

1. Fill all fields as shown on the screens below:

1. Click Next, then Next and then Next again. Click Save.