Stax Bill's managed package expands the Salesforce Account Entity with the following items:
| Name | Parent Object | Type | Other Notes |
|---|---|---|---|
| Billing | Account | Button or Link | |
| Billing_Settings | Account | Button or Link | |
| Contact_Information | Account | Button or Link | |
| Payment_Methods | Account | Button or Link | |
| Service_Overview | Account | Button or Link | |
| FB.Id | Account | Custom Field | |
| FB.Customer Id | Account | Custom Field | |
| FB.Company Name | Account | Custom Field | |
| FB.Title | Account | Custom Field | |
| FB.First Name | Account | Custom Field | |
| FB.Middle Name | Account | Custom Field | |
| FB.Last Name | Account | Custom Field | |
| FB.Suffix Name | Account | Custom Field | |
| FB.Primary Email | Account | Custom Field | |
| FB.Primary Phone | Account | Custom Field | |
| FB.Secondary Email | Account | Custom Field | |
| FB.Secondary Phone | Account | Custom Field | |
| FB.Status | Account | Custom Field | |
| FB.Customer Account Status | Account | Custom Field | |
| FB.Terms | Account | Custom Field | |
| FB.Auto Collect | Account | Custom Field | |
| FB.Grace Period | Account | Custom Field | |
| FB.Invoice Day | Account | Custom Field | |
| FB.Currency | Account | Custom Field | |
| FB.Reference1 | Account | Custom Field | |
| FB.Reference2 | Account | Custom Field | |
| FB.Reference3 | Account | Custom Field | |
| FB.Monthly Recurring Revenue | Account | Custom Field | |
| FB.Net Mrr | Account | Custom Field | |
| FB.Uri | Account | Custom Field | |
| FB.Ad Content | Account | Custom Field | |
| FB.Campaign | Account | Custom Field | |
| FB.Keyword | Account | Custom Field | |
| FB.Landing Page | Account | Custom Field | |
| FB.Medium | Account | Custom Field | |
| FB.Source | Account | Custom Field |
These custom fields will be populated with corresponding Stax Bill information for every Salesforce account synched to a corresponding Stax Bill customer entity.
These fields are available in the Salesforce reporting module under the Account: Custom Info fieldset collection.
These fields and buttons can be included in the Account Entity Page Layouts.
Additional notes:
Updating information in these fields in Salesforce does not update the information in Stax Bill. The buttons for Billing, Billing Settings, Contact Information, Payment Methods, and Service Overview open iframes and a session in Stax Bill that allows you to view and update information directly in Stax Bill.
If there was no Stax Bill customer attached, and "Contact Information" is clicked, populated, and then saved: a new customer will be created in Stax Bill and linked to this Salesforce account.