Technical Information - UI and General Navigation

Owned by Anu Garg (Unlicensed)
Last updated: Aug 11, 2021 by Yoann Beurier
1 min read

Creating Accounts and Xero Contacts in SFDC- After the initial setup has been completed, any new Client or Supplier account you are working with has to be created in either Xero or Salesforce (Xrero Contact). If you create the corresponding account in Xero directly it will sync back to SFDC as Xero Contact and will be linked to the SFDC account as well. If you create a Xero Contact directly in Salesforce for the new Account you will have to manually link the Account and Contact together and then it will sync to Xero. Invoices can also be created in Sales force as explained below. Payments and Credit notes can only be created in Xero.