This article describes how to customize the account page layout in Salesforce to facilitate your workflow.
To view data fields that are sent to and from Stax Bill, you need to configure the SalesForce page layout settings section to display the fields.
Note: The following is a walkthrough to edit a Salesforce page layout. Consult Salesforce documentation for further assistance.
Adding Fields to the Account Layout
- In Salesforce, in the top-right menu, click the gear icon, and from the dropdown menu click Setup.
- On the Setup page, in the left menu, under Platform Tools, click Objects and Fields > Object Manager.
- On the Object Manager page, click Account.
- On the Account page, from the left menu click Page Layout.
- On the Page Layout page, on the top right, click Page Layout Assignment. This is to locate the correct layout to modify.
- On the Page Layout Assignment page, click the first Account listed.
- On the Account layout page, Stax Bill recommends adding a section to the account layout called Stax Bill Fields.
- From the Account layout tab, click a field and drag and drop it onto the Stax Bill Fields section.
- The following are the recommended fields to include; however, you can add them as required by your organization:
-
- FB.ID
- FB.Status
- FB.Customer id
- FB.Company Name
- FB.First Name
- FB.Last Name
- FB.Customer Account Status
- FB.Auto Collect
- FB.Currency
- FB.Primary Email
- FB.Grace Period
Adding buttons to the Account Layout
- From the Account layout tab, click Mobile & Lightning Actions.
- Click and drag the following buttons to the Account Layout:
- Contact Information
- Billing Settings
- Payment Methods
- Service Overview
- Click Save in the Account Layout box.
Adding Related Lists to the Account Layout:
- Open Salesforce in a web browser and enter your login credentials.
- Click the settings icon in the top right and click Setup.
- In the Setup page, in the left-hand menu, expand Objects and Fields and click Object Manager.
- from the Object Manager Setup page, click Account.
- On the Account Object Manager Setup page, click Page Layouts from the left-hand menu.
- Click Account Layout in the list on the right. Note: If there is more than one "Account Layout in the list, click Page Layout Assignments in the top right and click the first Account Layout link in this list.
- In the Account Layout box, click Related Lists in the left column. The available related lists appear in the right column. The "Related Lists" section appears directly below the Account Layouts box.
- To add a Related List, click its name in the Account Layout box, then drag and drop it where you want it to appear. You can drop it when a solid green line appears just above where you wish to place it. Add the following Related Lists:
- Subscriptions
- Purchases
- Invoices
- Click Save in the Account Layout box.
Once you have added the related lists, populate them with the appropriate data fields associated with Stax Bill. Complete the following for each related list. The fields added are the minimum that Stax Bill recommends. See the reference section to view all available fields.
Adding Fields to the Related Lists
Once you have added the related lists from the previous step, they will appear in the list on the page.
- On the appropriate related list tab, click the wrench icon on the Related Lists you added.
- In the Related List Properties dialog box, specify the fields and buttons to appear in the Related List.
- Under the Columns tab, select the appropriate fields from the Available Fields list box (hold the Ctrl key to select multiple fields); then click Add to move to the Select Fields list box.
- Under the Buttons tab, select the appropriate fields from the Available Fields list box (hold the Ctrl key to select multiple fields); then click Add to move to the Select Fields list box. Uncheck New and Change Owner in the Standard buttons field.
- The following table provides the recommended fields and buttons for each related list.
- Repeat the previous steps for each related list.
- Click OK to close the Related List Properties dialog box.
- Click Save in the Account Layout box.
Minimum Related Listed Fields
Note: The order of the fields are important to how they are displayed. You can add additional fields, but only 4 items will appear in Salesforce.
Related List | Fields | Buttons |
Subscription |
|
|
Purchase |
|
|
Invoice |
|