Salesforce administration

Import sales and purchase invoices, credits, payments on account, journals and master data into Aedon.Accounting from a spreadsheet upload template.

The Salesforce sandbox types, what each one copies and how often it can be refreshed, for testing Aedon.Accounting changes safely before going live.

The fields Aedon.Accounting adds to standard Salesforce objects, and how existing validation rules, flows and triggers can conflict with them.

Schedule the Aedon Apex jobs that create recurring invoices, recurring journals, revenue recognition and auto-reversing journals in Salesforce Setup.

How to back up your Aedon.Accounting data: Salesforce Data Export, Salesforce Backup and metadata backups, and why you should schedule them regularly.

How email works in Salesforce for Aedon.Accounting invoices, notifications and approvals, with the Email Integration trailmix and deliverability settings.

When to use dataloader.io to insert, update, upsert or delete Salesforce records in bulk with Aedon.Accounting, and what to use for opening balances instead.

A simplified entity relationship diagram of Aedon.Accounting, showing how its transaction, master data and reporting objects relate in Salesforce.

Create a Partial Copy or Full sandbox of an org with Aedon.Accounting installed, then check the copy and stop scheduled jobs before you test.