How will I be trained on SFX

How will I be trained on SFX

Upon request training session for an hour will be scheduled. The training will run you through the steps on how to use SFX so that you are comfortable on using the app.

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    • What support will I receive for SFX

      We have deployed a held-desk to support our customers with self-service. Through the portal you can chat or raise a ticket and our support team will help you fix the issue. We may request you to provide access to the Salesforce instance. You can ...

    • 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 ...

    • How do I cancel SFX account

      You can email us 30 days before expiry of the subscription, and we will initiate the cancellation. Before you cancel or uninstall the app, we request you to backup the data stored in SFX objects.

    • Exceeded invoice limit when using SFX - HTTP 400 response code

      You have exceeded this invoice limit when using SFX you will receive an HTTP 400 response code There are limits to the number of API calls that your application can make against a particular tenant (organisation, account or practice): Concurrent ...

    • SFX Requirements

      SFX works with all editions of Salesforce except group edition SFX works with all editions of Xero