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Salesforce Setup for Admins

Custom Settings set-up

  • Click on “Setup” gear in Salesforce

  • Navigate to the “Custom Settings” tab

  • Select “Bartender Settings” from the list

  • Click on
  • Modify the Default Organization Level Value as instructed below. If the settings are not visible, click on

 

  • Client ID: Application ID copied in the previous step (from the BarTender website)

    • Password: password from the BarTender account
    • Use Cloud= True
    • User Name: username from the BarTender account
    • Request Timeout Settings: 120 seconds

Remote Site Settings

  • In Setup, search “Remote Site”

  • Click on
  • Add the first of two Remote Site Settings for the Authorization URL:

  • Add the second Remote Site Setting for Rest API:

Library creation:

  • Click on the “App Launcher” icon 
  • Search for “Files”

  • Click on “Test Server Connection.”

  • Once the server connection is established, you can start editing the templates and the mapping. If the connection is not successful, make sure the above steps are followed. If the problem persists, contact Ascent ERP support at: Ascent Help

Template Creation:

  • In BarTender: Make sure you have at least one template in your BarTender library on the BarTender website. You can create a template from scratch following these steps or use an existing template from the BarTender library. To access the template library in BarTender; navigate to this link.

Very important note:

Make sure you add a new “NamedDataSource” as explained in this video, when designing your templates in Bartender Cloud

Once you have created the templates and they are visible under “Manage Files” in BarTender, move to the next step: Template Mapping in Salesforce.

  • In Salesforce, click on the App launcher icon and search for “Bartender Template Mappings.”

  • Click on
  • Add the template information as described in the steps below:

 

    • Save as: Custom name of the template.
    • Select template: select the template you want to use in Salesforce from BarTender templates.
    • Select printer: Select a default printer for this template. The printer will be used if no printer is selected during printing. 
    • Select API: the object for which this template is used.
  • Retrieve Metadata by clicking on This step will bring all the fields available for mapping for the selected template.

  • Click on

Template mapping:

After template creation, in the “Bartender Templates Mapping” screen, follow these steps to begin field mapping:

  • Select the template from the list by clicking on the name of the template

  • Navigate to the “Data source mapping” section

    • “Delete Mapping” deletes the selected mapping from the list
    • Retrieve Metadata will retrieve all the fields available for mapping for a selected template
    • After deleting the mapping, if the Data source mapping is empty, you need to click on “Retrieve Metadata.”
  • Map the Salesforce fields by clicking the edit button in the “SF Record fieldname” section

  • All the fields from the object are available; we support custom and standard field mapping. The fields are shown dynamically based on the SelectAPI (object selected for the template). Only the fields from the selected object are visible in the dropdown list.

  • After a field is selected, change the  “Data Type” for it.

Data Type explanation:

  • String: It will dynamically change the value based on the record value in Salesforce.
  • Numeric: it will dynamically change the value based on the record value in Salesforce. Recommended for number fields. 
  • Date: used for date fields in Salesforce.
  • Constant: this is not a dynamic value. It will print the exact value added on the left column under “Template NamedDataSource (BarTender).”
  • Image resource.
  • Static Image Resource.

Very important note

If you are using data type ImageResource, you can display a picture by adding the exact name of the picture stored in Files under the field created for this purpose, then map the field as shown below. The picture type needs to be .jpeg and have a unique name. You can have different images for the same object.

The StaticImageResource is used if you need only one picture for all templates, for example it could be used if you need to print the logo of the company, it’s a constant picture that is printed. To use it, instead of adding the field name add the exact name of the picture (stored previously in Files) as shown below:

  • We also support the mapping of a lookup field(s).
    • In the list of the available fields for mapping, we don’t show the lookup values. To access a field from a related object, you need to manually reference it by following the example below

Example: If you have created a template for an Account and you try to map one of the fields to the Owner name, you need to reference the field manually

      • For Standard objects:
        • OwnerId.Name
        • Where OwnerId= API name of the related object
        • Name= API name of the field on the related object

      • For custom objects:
        • PBSI__PBSI_Sales_Order__r.Name
        • Where OwnerId= API name of the related object (custom). Make sure that you replace “c”  with “r,” as shown above
        • Name= API name of the field on the related object

  • Once the mapping is added for the lookup object, even though the list is not updated, click on the “Save” button.

  • Once the mapping is complete, click on . The mapped section of the template will be highlighted in yellow; see the screenshot below:

  • In this section, after the mapping is complete, you can also test a print preview or a label print by clicking these buttons:

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