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It seems like your field name is incorrect. If you are using the standard field on the contact, the field Name is `Birthdate`, and if you are using a custom field, ensure you are using the API field name from setup

Glad you enjoyed!

Glad you enjoyed!

If you can use a screen flow to make the conga callout, then you can use the first page to create the record, then the second page to make the callout, passing in the record id of the newly created record. I have not worked with screen flows using conga but this would be the approach I would take.

It depends on what you are doing, and why the job failed. This framework is a good starting point: github.com/jantaks/salesforce-apex-retry

What topics are you looking to learn? There are some posts by Pablo Gonzalez that discuss DevOps in Salesforce

@@JustinWills Sorry about the super late reply! I got caught up in life :) I am basically an intermediate Salesforce developer and I am looking to become a proper senior but I do not really have a senior for guidance so I am fumbling about trying to learn what I can and one of the weak points I have is dev ops. For instance, If we need to do deployments in a customers org pipeline and they have only used change sets, but change sets do not really suit our needs for complex Metadata deployments, what are good options to go for? How would I do the same deployments using SFDX? What would be a good way to manage the deployments and track the changes without something like Copado or Gearset? What are the best practices in these kind of situations :)

@@shaunvanhuyssteen7966 Are you working at a consultancy or an ISV? In general, I manage the pipeline for all my customers. Keep in mind that you need contract language in place to do this. From there, I use the pipeline I outline in the video, so VS Code for writing code, Github + Github Actions for storing and moving environments. If you are working with standard metadata like Apex Classes and LWC, this video should cover everything. If you are working with communities / experience cloud you will need to read the metadata api documentation to understand what metadata to deploy. If you are working with something like Conga and/or CPQ, you will need to use a tool like SFDMU to move the records between environments. I am working on some videos for each of these tools. Happy to learn more about your needs. Use the link in the description to get in touch and we can chat further.

I would check to confirm that the xml for the LWC is configured correctly. This is how the visibility is controlled. I would also refresh the flow builder, because the component will not show otherwise.

@@JustinWills From what I can tell, the XML is correct because I copied it over and I've refreshed the flow builder a few times. I'm stumped!

@@stephenross5786 If you use the links in the pinned comment, you can use the flow prebuilt.

@@stephenross5786 Had the same challenge, solved it by using Save All under File on the VSC.

Unfortunately this is not possible with package.xml / sf cli. This is because the template data / config data (queries, templates, solutions) are all stored as Salesforce records. You can use the SFDMU tool to push records: github.com/forcedotcom/SFDX-Data-Move-Utility I am working on a tutorial that will discuss how to push conga and cpq records using this, but the scripts need more work before they are ready for a YT video.

More to come!

The default automation creates the invoice from the opportunity. It is not required to relate an opportunity to the invoice object so you can build your own automation to create the invoice object

The errors are why I moved to GitHub actions to deploy. I have a few tutorials on my current setup.

Are they still an issue? I've joined a company and looking to implement a move away from change sets. Sf devops centre was one to look at alongside the paid options

@@StickyGeko I have not seen major improvement but I haven't looked deeply into using it. If you want a free option I would recommend github actions.

@JustinWills I like the idea of a managed one so you don't have to babysit it and worry about the sf updates and maintenance. There's budget there for us but just need cover all bases off.

Hi, I just pushed an update that fixes this, please install the latest version. Populating the 'Memo' field will push this information to QB.

@@JustinWills Hey justin, thanks so much. I'll look into this. On the Product side - are there any plans to include Inventory Price and/or Quantity On Hand from Quickbooks to sync to Salesforce?

@@MikeC-sf8vk I am looking to add support for product syncing next. If you make issues on Github I will prioritize that functionality.

Thank you very much@@JustinWills

@@MikeC-sf8vk I just added this functionality. Please check it out! Thanks for suggesting!

What exactly is not working? You should not need to include standard fields like quantity and sales price. Is the quote set as syncing?

What isn't working? You should be able to use all values from the record, but you need to use an assignment to remove the id. You can see how to do this in my flow tutorial here: ua-cam.com/video/mBxQ3ubRQ7A/v-deo.htmlsi=D92za7bVRllNHI3I&t=778

You probably need to use an invocable apex method that calls the SingleEmailMessage class. This allows up to 150 email to addresses. developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_classes_email_outbound_single.htm#apex_Messaging_SingleEmailMessage_setToAddresses

Hi, No this is not possible because the Conga Solution is an easy way to select how you want the button / action to perform, then creates a button that calls out to the same url with all the template ids / parameters.

I'm not sure what you mean for selecting products. Do you use opportunity products? For defaulting terms, you can set a default on the field in Salesforce For the "null null" address, this was an issue fixed in the latest release. Please use the following link to find the latest version of the package for your environment: github.com/jawills/QIME

@@JustinWills No, sorry, I mean for creating multiple options for selecting a product/service for my invoice. For instance, when I go into custom metadata types and manage records on QIME Configs doesn't that default your invoice line item to just one service? I was wondering how the user could select a different service from the Invoice page Layout and see that reflected in Quickbooks. Oh nice, that's awesome!

@@andrewmendonsa8962 Your interpretation of how the QIME config works is correct. If you want users to select the product, you can use the opportunity products to select a product, then when an opportunity is closed won an invoice will be created with your desired product.

@@JustinWills Cool, I am still having a little bit of trouble with it. I set up a product with it linked to it's respective QB Id, but the line item doesn't populate in Quickbooks. I did notice that it is able to populate in Salesforce on the invoice line item when I am syncing from Quickbooks to Salesforce. I noticed in the video at 29:27 that the product line item defaults to "services" despite setting the qime config default at 24:43 to line item 3 which should have been concrete. Is this a potential bug or am I missing something? Thank you very much for this, just looking into this as a potential use case for a non profit in my area

@@andrewmendonsa8962 The timestamps you listed are recorded at separate times so the sync of a single line item is not featured in the video. Send me an email at justin@1sync.co and I will look at the configuration you have.

Glad you enjoyed! The managed package has features seen in part 2!

I've not heard of Odoo so I cannot speak to the import process there. In terms of exporting QB data, I would look into the following in this order: 1. Managed app to move QB to Odoo 2. Write python scripts to use the QB API to export the qb data, then import via Odoo API. 3. Export all data via CSV and then import into Odoo. You can use the QB api to export almost all data. The size of data only matters for complexity, data load run time. There are a few gotchas on exporting the QB data, for instance, tags on invoices cannot be exported from QB. For Postman, this is a rest client that allows for visualization of the rest calls. There are no real limits you would face on using this, or the QB API that would involve upgrading licenses, but I would recommend using scripts or other means to run the export / import process. Hope this helps!

Yes good question! When you have two qbo accounts, where one is a sandbox qbo account and one is a production qbo account, then you can test as you would expect in your sandbox/prod environments in Salesforce. This is because the routing to the correct QBO environment is done through the QB app's client / secret. If you have multiple production QB accounts under the same email, you would either need to create a different user to authenticate the integration to, or change the email associated with that production account.

No. The auth. provider is coded to use metadata in the background. If you need to update values from your code, I recommend storing that information in a custom setting outside the named credential storage.

What part of the setup stage are you running into this? When creating the Auth. Provider the type is QBAuthProvider.

@@JustinWills Yes, while trying to choose this type it is no longer an available option to choose from

@@andrearojas2038 Email me here: justin@1sync.co and I will investigate for you

You should write out the workflow of what should happen outside of flow to simplify some of the logic. Additionally, you can use sub flows to condense the logic of processes e.g. clone cases of an account is a sub flow that has an input of the account, and a list of cases.

You may be able to use Open ID Connect

Glad you enjoyed!

Hi Alice, The reason why you cannot perform cd /tmp is because you are on windows. Don't worry about this as this command is performed so the files are deleted on my machine. You need to go to the directory in the terminal. The best way to do this in windows is download vs code, then open the project in vs code. From there you can open the terminal and run the commands to extract the data. Justin

The theme is the basic vs code theme. Font size is 16 but this can change when you zoom in vs code.

Ok, thank you. 🙂@@JustinWills

Are you creating an invoice from the opportunity? There is a limit of 1 invoice per opportunity, which is why this error occurs

@@JustinWills yes I am creating invoice from opportunity. And when I click Create Invoice w/ QB, I got this error, The callout couldn't access the endpoint. You might not have the required permissions, or the named credential "QB_Named_Credential" might not exist. Error is in expression '{!syncQB}' in component <apex:page> in page qime:qbcreateinvoicevf: (qime) An unexpected error has occurred. Your solution provider has been notified. (qime

@@Zshafique1 Hi, This is because the permissions for the named credential are not configured correctly. You can read more in depth here: www.1sync.co/salesforce-named-credential-example To ammend ensure that: 1. The Name Credential API Name matches in the UI and in Apex code. 2. The named credential principal access to a permission set and assigned to a user. 3. The if the named credential is from a managed package, ensure Allowed Namespaces for Callouts includes the package namespace.

What topics are you looking to get more insight into?

writing pipelines. i m not very technical. hence struggle@@JustinWills

Hi Henry, You will need at least Enterprise edition to use this integration as this integration uses Apex Classes.

@@JustinWills Thanks for letting me know

The number of records is defined in the limit of the SOQL query. There is no pagination in this tutorial.

Sir, I am using your logic in Community portal, the name field and account are hyperlink which takes to the record detail page, but in community portal it is not working, when we click on name or account its taking to error page in community. Can you please tell me if anything needs to be changed for portal