Breadwinner Blog

Video Review of Salesforce’s Einstein Copilot (Beta)

Let's take a look at Salesforce's Einstein Copilot (Beta) just a few days after release! TL;DR: Einstein Copilot is shows amazing promise. It's still very much in Beta, with some rough edges, but also demonstrating amazing potential. It's strong when answering...

How Sales & Finance Can Harness the Power of AI

How Sales & Finance Can Harness the Power of AI

Why does AI represent the next major step-change in how business operate? And how can Sales and Finance departments utilize AI to get more value from their CRM & ERP, and improve business outcomes?

Integrating Salesforce and NetSuite: 3 Ways to Make it Happen

Integrating Salesforce and NetSuite: 3 Ways to Make it Happen

Integrating NetSuite and Salesforce allows companies to take full advantage of both solutions and increase the efficiency of their Sales and Finance operations. But what’s the best way to integrate the two systems? We’ll look at three options and explore the pros and cons of each.

Creating a QuickBooks Online Sandbox

You might want to test Breadwinner with a QuickBooks Online Sandbox. This article will attempt to help. First, please be warned that creating and accessing a QuickBooks Online Sandbox isn't intuitive. Many people struggle with this. If you experience difficulties and...

How to Create a ACH Payment Method in Stripe Billing

It happens all too frequently. Somehow, in Stripe, or Stripe Billing, you create an Invoice for a customer, but the Inbound ACH Payment Method has not been created! (This often happens if you have “Default Payment Method on File” but there is no payment method) If you...

How to Backdate Stripe Billing Subscriptions

Backdate Stripe Billing IS Possible It's just a bit complicated. If you ask Stripe if you can backdate the Subscriptions in Stripe Billing, they will tell you this isn't possible. But with a few workarounds, you'll be able to. Please try this yourself in your Stripe...

How Do I Refund Duplicate Payments in Stripe Billing?

It's possible to refund a duplicate payment made by a customer in Stripe, but it requires knowing the secret URL! Recently a customer accidentally paid twice, and when we asked Stripe Support how to refund the duplicate payment, they directed us to a URL that isn't...

How Breadwinner for NetSuite Powers Fast, Accurate CPQ in Salesforce

How Breadwinner for NetSuite Powers Fast, Accurate CPQ in Salesforce

Remember when “higher efficiency” was just another item on your list of Sales team goals? It was something to plan for and work toward – but not necessarily something you had to deliver IMMEDIATELY … or yesterday if possible. For better or for worse, those days are...

Supercharge Stripe Subscription Management in Salesforce

Supercharge Stripe Subscription Management in Salesforce

Salesforce Stripe Subscriptions for SaaS – try saying that three times fast without getting tangled up in the words. Can you do it? No worries if you can’t – we’re not actually here to challenge you to a game of tech-themed tongue twisters. We’re here to tell you...

What’s New at Breadwinner Payments? Stripe Subscriptions!

What’s New at Breadwinner Payments? Stripe Subscriptions!

“No matter how good you get, you can always get better. And that’s the exciting part.”  Any guesses on who said it? Tiger Woods. He was talking about golf, but his words of wisdom apply just as well to our work at Breadwinner.Earlier this year, we introduced our...

Creating Salesforce Leads & Contacts from LinkedIn

Creating Salesforce Leads & Contacts from LinkedIn

Legality LinkedIn contains rich, useful information that you would love to get into Salesforce! But can you legally get this information into Salesforce? Mostly yes! It's totally legal to copy information from LinkedIn to Salesforce. (I am not a lawyer and this isn't...

Integrating Braintree with Salesforce

Integrating Braintree with Salesforce

Integrating Braintree with Salesforce Braintree is a payments platform that makes it easy to accept payments in your app or website. It’s a simple way to get paid for your great ideas across any device and through almost any payment method. Braintree can handle...

Understanding API vs Native App: Xero

Understanding API vs Native App: Xero

One of the biggest questions when deciding how to integrate Xero with Salesforce is choosing between an API Only App and a Native App. The correct choice will depend on your business needs. We explain the difference between the two below.API Only Apps An API-only app...

Understanding API vs Native Apps: QuickBooks

Understanding API vs Native Apps: QuickBooks

One of the biggest questions when deciding how to integrate QuickBooks with Salesforce is choosing between an API Only App and a Native App. The correct choice will depend on your business needs. We explain the difference between the two below.API Only Apps An...

Missing the Plus Button on Salesforce Gmail Integration

Missing the Plus Button on Salesforce Gmail Integration

I got stuck on this one for a while! The Gmail Integration Chrome Extension was showing related Accounts and Contacts but was not letting me create any. Arghh! And Salesforce's documentation doesn't tell you what to do to allow creation of records (at least, I...

Secret Master Plan

Secret Master Plan

I’ve been running Breadwinner for 6 years now, and have talked to thousands of people who A) have Salesforce and B) need insight into their finances, both to and from Salesforce and their accounting platform. In that time, Breadwinner has grown from a single app (all...