7.6.8.1 Set up Account Process Testing (Beta)

In order to run the relevant Accounting Process Testing, your admin will need to add the relevant buttons to the accounting

Legal Entity

1. Navigate to the Setup > Object Manager > Legal Entity

2. Add the action 'Accounting Record Generation' to the layout under Salesforce Mobile and Lightning Experience Actions

Open

Campaign Item and Invoice Item

1. Navigate to the Setup > Object Manager > Campaign Item or Invoice Item

2. Add the action 'Accounting Record (Simulation)' to the layout under Salesforce Mobile and Lightning Experience Actions

Open