How do I subscribe for a paid SFX license?
SFX subscription starts with signing a Sales Order. This is then followed by Payment setup.
Subscription is billed annually.
We use the below payment options:
- PayPal - subscription payment
- GoCardless - ACH
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SFX Requirements
SFX works with all editions of Salesforce except group edition SFX works with all editions of Xero
SFX Setup - default settings
<SFX Setup> tab allows you to manage the below Configure Xero default Account/Tax/Payment mapping Add Multi-Xero orgs Sync Xero Invoices Sync Credit Notes Sync Salesforce Products to Xero Sync Configuration Configure Xero default Account/Tax/Payment ...
Does SFX support two-way sync?
Yes two way sync is available in SFX advanced and SFX enterprise only. Not available in SFX free and SFX basic edition.
Does SFX supports multi-currency?
Yes, SFX Supports multi-currency. Scenario: We have 5 billing entities in different countries with different currencies. Hence, we invoice in multi-currency.
Tracking category automation with SFX
SFX supports tracking categories To automatically populate the right data into the tracking category based on opportunity, you can use a formula field to automate the tracking field on the opportunity object. This field can then pull the data needed ...