7.6.8.1 Set up Account Process Testing (Beta)

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Last updated: 2019-07-04

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

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