Stax Bill's Salesforce managed package creates a Custom Object called Subscription with the following components:
Name | Parent Object | Type | Other Notes |
---|---|---|---|
Add_Subscription | Subscription | Button or Link | |
Account | Subscription | Custom Field | |
FB.Customer Id | Subscription | Custom Field | |
Opportunity | Subscription | Custom Field | |
FB.Id | Subscription | Custom Field | |
FB.Reference | Subscription | Custom Field | |
FB.Status | Subscription | Custom Field | |
FB.Subscription Id | Subscription | Custom Field | |
FB.Frequency | Subscription | Custom Field | |
FB.Remaining Interval | Subscription | Custom Field | |
FB.Plan Code | Subscription | Custom Field | |
FB.Plan Description | Subscription | Custom Field | |
FB.Plan Name | Subscription | Custom Field | |
FB.Plan Reference | Subscription | Custom Field | |
FB.Amount | Subscription | Custom Field | |
FB.Net Mrr | Subscription | Custom Field | |
FB.Monthly Recurring Revenue | Subscription | Custom Field | |
FB.Is Included | Subscription | Custom Field | |
FB.Is Tracking Items | Subscription | Custom Field | |
FB.Product Description | Subscription | Custom Field | |
FB.Product Name | Subscription | Custom Field | |
FB.Product Override | Subscription | Custom Field | |
FB.Product Price Override | Subscription | Custom Field | |
FB.Quantity | Subscription | Custom Field | |
FB.Unit Price | Subscription | Custom Field | |
FB.Activated Timestamp | Subscription | Custom Field | |
FB.Created Timestamp | Subscription | Custom Field | |
FB.Next Period Start Date | Subscription | Custom Field | |
FB.Provisioned Timestamp | Subscription | Custom Field | |
FB.Scheduled Activation Timestamp | Subscription | Custom Field | |
FB.Start Date | Subscription | Custom Field | |
FB.Deferred Revenue | Subscription | Custom Field | |
FB.One Time Revenue | Subscription | Custom Field | |
Edit | Subscription | Custom Field |
Records are added if a customer in Stax Bill is latched to a Salesforce Account for each subscription created on that Stax Bill customer.
The Subscription entity can be added as a related list on the Account/Opportunity Page Layouts and is available for reporting from within Salesforce.