To send information from Salesforce to Stax Bill, you must configure the Opportunity page to include a button to enable data transfer.
Complete the following to add the Send to Stax Bill button:
- In Salesforce, on the top right tab, click the Settings icon.
- Under the Platform Tools heading, click Objects and Fields >Object Manager on the left menu.
- From the Object Manager page, click Opportunity.
- On the Opportunity Object Manager page, in the left menu, click Page Layouts.
- On the Opportunity Page Layouts page, click the appropriate Opportunity Layout. Note: There are usually two, one for classic and one for lightning.
- On the Opportunity Layout page, in the top menu, click Buttons.
- On the Buttons tab, click the Send to Stax Bill button and drag it to the Custom Buttons section in the Opportunity Details section below.
- Click Save in the top menu.