Xero Setup/Installation
1. Setup/Installation Overview
The Payments2Us Xero module uses standard Salesforce Accounts and Contact objects. Â These objects have extra fields and buttons that are used as part of this module. Â These fields and buttons need to be added by your Salesforce administrator.
The target audience for this section in the help guide is for an experienced Salesforce System Administration. Â Should you need help in the setup, you can purchase a Premium Support Block to assist.
2. Account Tab
- Add the Quick Action "Mark for Xero Sync"
- Add a section for "Xero" and the fields shown below. Â The fields "Xero Contact Id", "Xero Last Sync" and "Xero Sync Validations errors" should be marked as Read Only at the Page Layout level.