Step 2 - Setup Xero Service

Owned by Yoann Beurier (Unlicensed)
Last updated: Aug 25, 2022 by Yoann Beurier
2 min read

 

Step 1: Click on the “Create a Site for Xero Webhook”.

 

Step 2: In the newly opened Tab

  • If one has not already been created for your Salesforce org, you will need to set a domain URL.

  • This site will be used for Xero to connect and push data to Salesforce.

  • Please Note: The domain URL set will be used for your entire Salesforce org, and cannot be changed later.

 

  • After you have registered your Site domain, you can create a Site by clicking the New button in the Sites section.

  • For the new Site you will need to specify:

    • “Site Label” (use “Xero Service”)

    • “Site Name” (This should be automatically set, however check that it matches “Xero_Service”.

  • Set the Site to Active by clicking the “Active” checkbox

  • In the Active Home Site Page, select “Unauthorized” in the look-up field.

  • Click Save.

  • Once Saved, Activate the Site.

 

  • As a result, the Step : Setup Xero Site will be Validated.

 

Next Step:

Step 3 - Update the Site Public Profilearchived