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CashBox Reporting for Salesforce Release Notes 3.0

CashBox Reporting for Salesforce Release Notes 3.0

Disclaimer

As of version 14.11, CashBox Reporting for Salesforce is now known as CashBox (Basic).

Features and Enhancements

This release includes the following new features and enhancements.

Admin-Configurable Import Interval 

A new configuration on the CashBox Admin tab, Default Refresh Interval, allows you to set the interval timing of the routine import sequence schedule. This allows your administrator to set the import to run every m minutes (rather than the preset 30 minutes.) When set, the application will automatically execute a full import series m minutes after the last scheduled import series completes. This balances the need to refresh data as close to “every m minutes” without risking overlap between one import and the next. 

On-Demand Account Update 

A custom button, Refresh Account, is now available for the SFDC Account object which, when clicked, triggers an immediate refresh/update of the CashBox information for the specific account.

All existing controls will be respected (i.e. Protect Account Addresses, Do Not Sync Flag, SyncWithSalesforce name-value pair = False, Future Billings setting import option.)

Note If the account does not have a Vindicia Record ID, the button will result in an on-screen error. 

Optional Usage Summary Import 

A new configuration on the CashBox Admin tab, Execute Rated Unit Summary, allows you to specify whether or not you want Rated Unit Events to be imported and summarized during imports. If you do not use rated products (usage-based services) in CashBox, leaving this unchecked (set to Off/False) will improve import performance. (This will be especially important if you are using a short time interval (less than 30-minutes) for refresh.) 

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