Extension Packages

Field Service Lightning (FSL) Connection

• Install Field Service Lightning (FSL) Connector
• Create a Work Order
• Create Billing from Work Order
• Create Sales Order from Work Order

Salesforce Nonprofit Success Pack (NPSP) Connection

• Install the Salesforce Nonprofit Success Pack (NPSP) Accounting Seed Extension Package
• Set up General Accounting Units (GAU)
• Create a Donation Opportunity
• Schedule the NPSP Opportunity Journal Entries Posting Job
• View NPSP Opportunity Journal Entries