Enabling Localization Setup

This Feature Console page allows you to update the relevant objects and page layouts to add the Localization fields.

Work through the steps in the order shown. You must complete some steps manually.

  • For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.

  • For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done". Update VAT Company and General Ledger Account Layouts, update picklist values of Country Codes and create the Audit File Library.

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Manually Assign the Accounting - Localization Permission Set to Users

You must manually assign the Accounting - Localization permission set to users, so that they can view and edit the Localization fields.

For more information about how to assign permission sets, see the Salesforce Help.

Manually Add Country Codes

Add countries to the Localization field on record types.

For more information on how to do that, see the Salesforce Help.

Manually Assign the Manage Audit File Permission Set to Users

You must manually assign the Accounting - Localization - Manage Audit File to relevant users or profiles.

Note: Users or profiles with this permission set will be allowed to generate audit files.