Q2C QUICKBOOKS ONLINE: INSTALLATION

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

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Q2C QUICKBOOKS ONLINE: TROUBLESHOOTING

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

• Native Salesforce Lightning Integration
• Easier to learn, and easier to use than other CSS frameworks.
• Uses standard Salesforce Quotes & Quote Line Items
• Generates Quickbooks Invoices from Salesforce
• Connects Customers in Quickbooks to Contacts in Salesforce

Q2C QUICKBOOKS ONLINE: FAQ

Frequently Asked Questions:

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

• Native Salesforce Lightning Integration
• Easier to learn, and easier to use than other CSS frameworks.
• Uses standard Salesforce Quotes & Quote Line Items
• Generates Quickbooks Invoices from Salesforce
• Connects Customers in Quickbooks to Contacts in Salesforce

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

• Native Salesforce Lightning Integration
• Easier to learn, and easier to use than other CSS frameworks.
• Uses standard Salesforce Quotes & Quote Line Items
• Generates Quickbooks Invoices from Salesforce
• Connects Customers in Quickbooks to Contacts in Salesforce

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

• Native Salesforce Lightning Integration
• Easier to learn, and easier to use than other CSS frameworks.
• Uses standard Salesforce Quotes & Quote Line Items
• Generates Quickbooks Invoices from Salesforce
• Connects Customers in Quickbooks to Contacts in Salesforce

Quote 2 Cash: Quickbooks Online Integration connects Salesforce Quotes and Quickbooks Invoices.

• Native Salesforce Lightning Integration
• Easier to learn, and easier to use than other CSS frameworks.
• Uses standard Salesforce Quotes & Quote Line Items
• Generates Quickbooks Invoices from Salesforce
• Connects Customers in Quickbooks to Contacts in Salesforce

STRIPE QUOTE PAYMENTS FOR SALESFORCE

Application User Guide 

Application Summary

Cypress team has linked Salesforce and Stripe to create Stripe Express Connected Account from Salesforce and perform card payment activities.

 

Configuration & Admin Settings

 Here is the Installation Guide for the Quote2cash : 

1. Before installing the Application we need to enable Quote in the Org.

 

1. Go to Setup.

2. Search Quote Setting in the Quick Box.

3. Open Quote Setting and click on the Enable button. 

4. After, Click the Enable button Add Quote in the Opportunity Layout.

2. We need to set up a domain first if it's not configured yet.

 

1. Go to Setup

2. Type “Domain” in quick find

3. Check for domain availability and register 

4. After getting the domain registered, log in with the domain, and click the button to deploy the domain for all users.

3. Configure Force.com site 

 

1. Go to Setup

2. Type “Site” in quick find

3. Create a new force.com site, named “Quote2Cash”, Active Checked and Active Site Home Page “StripePaymentPage”.

4. Configure the URL as per your organization’s needs.

4. Enable Stripe Account tab for Site User profile.

 

1. Go to Setup

2. Search Site in Quick box.

3. Open Created Site and click on the “Public Access Settings” button.

4. Edit Profile and go to the ‘Tab Settings -> Custom Tab Settings” section. Find the ‘Stripe Setup’ tab and set it to ‘Default On’

5. Edit Standard Object Permissions and Give Read Access to the Following: Quotes, Opportunities, Products & Accounts

6. Edit Custom Object Permissions and Give the Read , Create , Edit access of Stripe Quote Container , Stripe Product Container and Transactions object.

7. Save the Profile Updates.

8. Once saved, Find the Edit Standard Field Level Security and Grant the Following Access to the Quote Object.

   1. (Read Only) to All Standard Quote Fields.

   2. Stripe Payment Status (Read Only)

   3. Payment Page URL (Read Only)

9. Edit Field Level Security on the Account Object:

   1. Account Name (Read Only) 

10. Edit Field Level Security on the Opportunity Object:

    1. (Read Only) to All Standard Opportunity Fields

11. Edit Field Level Security on the Quote Object:

    1. (Read Only) to All Standard Quote Fields.

12. Edit Field Level Security on the Product Object:.

    1. (Read Only) to All Standard Product Fields

13. Edit Custom Field Level Security on the Stripe Quote Container Object:

    1. (Read & Edit) Access to ALL fields

14. Edit Custom Field Level Security on the Stripe Product Container Object:

    1. (Read & Edit) Access to ALL fields

15. Edit Custom Field Level Security on the Stripe Quote Transaction Object:

    1. (Read & Edit) Access to ALL fields

16. From the TOP of the Profile Page, Access The Edit Enabled Apex Class Access.

17. Add the Following APEX Classes (all cq2cstripe NameSpace classes):

    1. cq2cstripe.ErrorPageController,

    2. cq2cstripe.StripePaymentController,

    3. cq2cstripe.SuccessPageController

    4. cq2cstripe.AddConnectAccount,

    5. cq2cstripe.CalloutClass, 

    6. cq2cstripe.CreateStripeDataMock,

    7. cq2cstripe.DeleteStripeDataMock,

    8. cq2cstripe.Fieldlevelsecurity,

    9. cq2cstripe.ForUpdateQuoteByScheduler,

    10. cq2cstripe.GetAllAccountsMock,

    11. cq2cstripe.GetKeysMock,

    12. cq2cstripe.HelperOfStripeProductContainer,

    13. cq2cstripe.HelperOfStripeQuoteContainer,

    14. cq2cstripe.Mockhttpforaccount Apex Class.

18. Edit Enable Visualforce Page Access

19. Add the Following cq2cstripe Namespace Pages

    1. cq2cstripe.SuccessPage, 

    2. cq2cstripe.StripePaymentPage, 

    3. cq2cstripe.ErrorPage

20. Edit Enabled Custom Setting Definitions Access:

21. Add The following Custom Setting Definitions:

    1. Quote2Cash.cq2cstripe.Endpoint URL

    2.  Quote2Cash.cq2cstripe.Live Account Key

    3. Quote2Cash.cq2cstripe.Stripe Data

    4. Quote2Cash.cq2cstripe.Test Account Keys

    5. Quote2Cash.cq2cstripe.URlForSuccessOrCancel

 

 

5. Add Sharing Rules for Stripe Product and Quote Container Object. *Note: Enterprise Account Required for Sharing Rules

1. Go to Setup

2. Search Sharing Settings in Quick box.

3. Go to Stripe Quote Container Sharing Rules 

4. Click on the new button.

5. Enter the Rule name , Select your rule type is ‘Guest User Access ,Based On Criteria’ , add criteria OwnerId not Equals to null , select the users to share is Quote2Case Site Guest User and Click on Save button.

6. Go to Stripe Product Container Sharing Rules 

7. Click on the new button.

8. Enter Rule name , Select your rule type is Guest User Access ,Based On Criteria , add criteria QuoteId not Equals to null , select the users to share is Quote2Case Site Guest User and Click on Save button.

 

When this step is completed, your Sharing settings should look as follows:

 

6. Add Sharing Rules for Quote, Stripe Product and Quote Container Object.

1. Go to Setup.

2. Search Sharing Setting in Quick box.

3. Click on Edit Button.

4. From the Org-Wide-Default Section, Give Default Internal and External Access and Public Read/Write on Opportunity, Stripe Quote Container and Stripe Product Container. 

 

7. Add Custom Setting records for API Endpoint URL.

 

1. Go to Setup.

2. Search Custom Setting in Quick box.

3. Select Endpoint URL Custom and click on the Manage button

4. Click on New Button.

5. Add all the following Information.

   1. Name → EndpointURL

   2. AddConnectedAccount → https://api.stripe.com/v1/accounts

   3. addbankaccountdetailurl  → https://api.stripe.com/v1/accounts/

   4. addbusinessdetailurl → https://api.stripe.com/v1/accounts/

   5. addpersonurl → https://api.stripe.com/v1/accounts/

   6. createcheckoutsessionurl → https://api.stripe.com/v1/checkout/sessions 

   7. createtakenurl → https://api.stripe.com/v1/tokens

   8. getKeys → https://stripe-q2c-express.herokuapp.com/getdata

   9. getallaccounturl → https://api.stripe.com/v1/accounts

   10. getdashboardurl → https://api.stripe.com/v1/accounts/

   11. getverifylinkurl → https://api.stripe.com/v1/account_links

8. Create Checkout URL Field 

   1. Go to Quote object 

   2. Create formula field ”CheckoutURL” (formula field type = text)

   3. Add the formula value to “https://<<force.com url >>/cq2cstripe__StripePaymentPage?id="&CASESAFEID(Id)

   4. Add the formula value to “add your force.com url of site Quote2Cash”&”/cq2cstripe__StripePaymentPage?id="&CASESAFEID(Id)

   5. Example :

"https://raksha123-developer-edition.ap17.force.com"&"/cq2cstripe__StripePaymentPage?id="&CASESAFEID(Id)

 

9. Add Stripe Payment Status Field On Quote

   1. Go to Object Manager and click Quote 

   2. Go Page Layout

   3. Select Page layout then add Stripe Payment Status on Page Layout Then Save.

 

User Journey

1. Set up Stripe Account

Firstly users need to select Live and Test mode if you want to Create Connected Account in Test mode then don’t change the mode and click on the Connect Account Button.

Setup account step-1 ( Select Mode then Create Account)

Setup account step-2 ( Details- Country, Type of Entity and Email)

 

Setup account step-3 ( Details- Personal details like Name, Address, Title, Dob, Mobile number, and last four digits of SSN)

Setup account step-4 ( Details- Legal Business name, EIN, Business Address, Business Phone number and Business website)

 

Setup account step-5 ( Details- Account holder name, Account country, Bank account routing number and Bank account number)

2. Verification of stripe account

Once the Stripe account has been set up it will take little time to verify the account details. There are the following some sample screens 

 

Verification Screenshot

Once the user clicks on done then the account will be verified.

 

3. Configure The Success and Cancel

Once the Stripe account has been verified successfully click on configure URL button that's useful to add success and cancel URL.

 

 

4. Create Opportunities Or Existing Opportunities

Once the stripe account has been verified then the user needs to create the opportunity and use existing opportunity to add the product in further steps. There are the following screenshots of creating opportunities.

Users need to fill all the details and then save it.

5. Add Product 

Once the opportunities have been created then users need to add the product and related to the product need to create the quotation.

Users need to select the product from the list.

Add product detail screen.

6. Generate Quotation

Once the user is done with adding the product then the user will be able to generate quotations to generate the URL.There are following screenshots of generating the quotation.

Users need to feel details to generate quotations and save it.

 

7. Generate URL

(Note : total amount is less than 9,99,999 then Url work)

Once the user generates the quotation then the user will get the URL through which the user will be able to generate the URL and would be able to get payment checkout option. There are the following screenshots of generating URL screen and payment checkout screen.

After generating the quotation the URL will get generated and it will appear on the top of the screen in the quicklink section.

 

8. Checkout URL Screen

1. If you select test mode in stripe setup then switch to Quote object then checkout url working on test mode.

2. If you select Live mode in stripe setup then switch to Quote object then checkout url working on Live mode.

3. Once the user clicks on the URL then the payment checkout screen will open and the user will be able to add card details and pay accordingly. The following sample screen looks like.

4. Total amount is less than $999,999.

Final checkout payment screen.

Thank You !! 

 

XERO INTEGRATION COMING SOON!