Stax Bill's Managed Package adds several fields and objects.
Most notably, it adds fields and buttons to:
It also adds custom objects to surface the following Stax Bill entities to the accounts and opportunities :
There's a lot of information below, but this document provides a list of the recommended fields:
Stax Bill adds the following specific items to Salesforce through the installed Managed Package:
| 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.Ad Content | Account | Custom Field | |
| FB.Auto Collect | Account | Custom Field | |
| FB.Campaign | Account | Custom Field | |
| FB.Company Name | Account | Custom Field | |
| FB.Currency | Account | Custom Field | |
| FB.Customer Account Status | Account | Custom Field | |
| FB.Customer Id | Account | Custom Field | |
| FB.First Name | Account | Custom Field | |
| FB.Grace Period | Account | Custom Field | |
| FB.Id | Account | Custom Field | |
| FB.Invoice Day | Account | Custom Field | |
| FB.Keyword | Account | Custom Field | |
| FB.Landing Page | Account | Custom Field | |
| FB.Last Name | Account | Custom Field | |
| FB.Medium | Account | Custom Field | |
| FB.Middle Name | Account | Custom Field | |
| FB.Monthly Recurring Revenue | Account | Custom Field | |
| FB.Net Mrr | Account | Custom Field | |
| FB.Primary Email | Account | Custom Field | |
| FB.Primary Phone | Account | Custom Field | |
| FB.Reference1 | Account | Custom Field | |
| FB.Reference2 | Account | Custom Field | |
| FB.Reference3 | Account | Custom Field | |
| FB.Secondary Email | Account | Custom Field | |
| FB.Secondary Phone | Account | Custom Field | |
| FB.Source | Account | Custom Field | |
| FB.Status | Account | Custom Field | |
| FB.Suffix Name | Account | Custom Field | |
| FB.Terms | Account | Custom Field | |
| FB.Title | Account | Custom Field | |
| FB.Uri | Account | Custom Field | |
| StaxbillData Ad Content | Account | Custom Field | |
| StaxbillData Auto Collect | Account | Custom Field | |
| StaxbillData Campaign | Account | Custom Field | |
| StaxbillData Company Name | Account | Custom Field | |
| StaxbillData Currency | Account | Custom Field | |
| StaxbillData Customer Account Status | Account | Custom Field | |
| StaxbillData First Name | Account | Custom Field | |
| StaxbillData Grace Period | Account | Custom Field | |
| StaxbillData Id | Account | Custom Field | |
| StaxbillData Invoice Day | Account | Custom Field | |
| StaxbillData Keyword | Account | Custom Field | |
| StaxbillData Landing Page | Account | Custom Field | |
| StaxbillData Last Name | Account | Custom Field | |
| StaxbillData Medium | Account | Custom Field | |
| StaxbillData Middle Name | Account | Custom Field | |
| StaxbillData Monthly Recurring Revenue | Account | Custom Field | |
| StaxbillData Net Mrr | Account | Custom Field | |
| StaxbillData Primary Email | Account | Custom Field | |
| StaxbillData Primary Phone | Account | Custom Field | |
| StaxbillData Reference | Account | Custom Field | |
| StaxbillData Reference1 | Account | Custom Field | |
| StaxbillData Reference2 | Account | Custom Field | |
| StaxbillData Reference3 | Account | Custom Field | |
| StaxbillData Secondary Email | Account | Custom Field | |
| StaxbillData Secondary Phone | Account | Custom Field | |
| StaxbillData Source | Account | Custom Field | |
| StaxbillData Status | Account | Custom Field | |
| StaxbillData Suffix | Account | Custom Field | |
| StaxbillData Terms | Account | Custom Field | |
| StaxbillData Title | Account | Custom Field | |
| StaxbillData Uri | Account | Custom Field | |
| Stax Bill Accounts | Account | List View | |
| Account Layout | Account | Page Layout | |
| Stax Bill Account Layout | Account | Page Layout | |
| API URL | StaxbillSettings | Custom Field | |
| Application URL | StaxbillSettings | Custom Field | |
| Stax Bill Account Id | StaxbillSettings | Custom Field | |
| Account | Invoice | Custom Field | |
| FB.Customer Id | Invoice | Custom Field | |
| FB.Due Date | Invoice | Custom Field | |
| FB.Effective Timestamp | Invoice | Custom Field | |
| FB.Id | Invoice | Custom Field | |
| FB.Installments | Invoice | Custom Field | |
| FB.Invoice Amount | Invoice | Custom Field | |
| FB.Invoice Number | Invoice | Custom Field | |
| FB.Outstanding Balance | Invoice | Custom Field | |
| FB.Posted Timestamp | Invoice | Custom Field | |
| FB.Status | Invoice | Custom Field | |
| FB.Sum of Credit Notes | Invoice | Custom Field | |
| FB.Total Payments | Invoice | Custom Field | |
| FB.Total Writeoffs | Invoice | Custom Field | |
| View | Invoice | Custom Field | |
| Invoice Layout | Invoice | Page Layout | |
| Send_to_Staxbill_lightning | Opportunity | Action | |
| Activate_Opportunity | Opportunity | Button or Link | |
| DeliveryStatus | Opportunity | Button or Link | Hidden/Unused |
| Send_to_Staxbill_classic | Opportunity | Button or Link | |
| FB.Total Amount | Opportunity | Custom Field | |
| FB.Total MMR | Opportunity | Custom Field | Not populated |
| Stax Bill Customer Id | Opportunity | Custom Field | |
| Tracking Number | Opportunity | Custom Field | Not populated |
| Opportunity Layout | Opportunity | Page Layout | |
| Add_Purchase | Purchase | Button or Link | Deprecated in favor of opportunities |
| Manage_Purchases | Purchase | Button or Link | |
| Account | Purchase | Custom Field | |
| Edit | Purchase | Custom Field | |
| FB.Amount | Purchase | Custom Field | |
| FB.Created Timestamp | Purchase | Custom Field | |
| FB.Customer Id | Purchase | Custom Field | |
| FB.Description | Purchase | Custom Field | |
| FB.Id | Purchase | Custom Field | |
| FB.Is Tracking Items | Purchase | Custom Field | |
| FB.Name | Purchase | Custom Field | |
| FB.Pricing Model Type | Purchase | Custom Field | |
| FB.Product Code | Purchase | Custom Field | |
| FB.Product Id | Purchase | Custom Field | |
| FB.Purchase Id | Purchase | Custom Field | |
| FB.Purchased Timestamp | Purchase | Custom Field | |
| FB.Quantity | Purchase | Custom Field | |
| FB.Status | Purchase | Custom Field | |
| FB.Unit Price | Purchase | Custom Field | |
| Opportunity | Purchase | Custom Field | |
| Purchase Layout | Purchase | Page Layout | |
| Add_Subscription | Subscription | Button or Link | Deprecated, use opportunities |
| Account | Subscription | Custom Field | |
| Edit | Subscription | Custom Field | |
| FB.Activated Timestamp | Subscription | Custom Field | |
| FB.Amount | Subscription | Custom Field | |
| FB.Created Timestamp | Subscription | Custom Field | |
| FB.Customer Id | Subscription | Custom Field | |
| FB.Deferred Revenue | Subscription | Custom Field | |
| FB.Frequency | Subscription | Custom Field | |
| FB.Id | Subscription | Custom Field | |
| FB.Is Included | Subscription | Custom Field | |
| FB.Is Tracking Items | Subscription | Custom Field | |
| FB.Monthly Recurring Revenue | Subscription | Custom Field | |
| FB.Net Mrr | Subscription | Custom Field | |
| FB.Next Period Start Date | Subscription | Custom Field | |
| FB.One Time Revenue | 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.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.Provisioned Timestamp | Subscription | Custom Field | |
| FB.Quantity | Subscription | Custom Field | |
| FB.Reference | Subscription | Custom Field | |
| FB.Remaining Interval | Subscription | Custom Field | |
| FB.Scheduled Activation Timestamp | Subscription | Custom Field | |
| FB.Start Date | Subscription | Custom Field | |
| FB.Status | Subscription | Custom Field | |
| FB.Subscription Id | Subscription | Custom Field | |
| FB.Unit Price | Subscription | Custom Field | |
| Opportunity | Subscription | Custom Field | |
| Subscription Layout | Subscription | Page Layout | |
| Account | Subscription Product | Custom Field | |
| Edit | Subscription Product | Custom Field | |
| FB.Amount | Subscription Product | Custom Field | |
| FB.Deferred Revenue | Subscription Product | Custom Field | |
| FB.Frequency | Subscription Product | Custom Field | |
| FB.Is Included | Subscription Product | Custom Field | |
| FB.Is Recurring | Subscription Product | Custom Field | |
| FB.Is Tracking Items | Subscription Product | Custom Field | |
| FB.Monthly Recurring Revenue | Subscription Product | Custom Field | |
| FB.Net Mrr | Subscription Product | Custom Field | |
| FB.One Time Revenue | Subscription Product | Custom Field | |
| FB.Plan Description | Subscription Product | Custom Field | |
| FB.Plan Name | Subscription Product | Custom Field | |
| FB.Product Override | Subscription Product | Custom Field | |
| FB.Product Price Override | Subscription Product | Custom Field | |
| FB.Quantity | Subscription Product | Custom Field | |
| FB.Start Date | Subscription Product | Custom Field | |
| FB.Subscription Id | Subscription Product | Custom Field | |
| FB.Subscription Status | Subscription Product | Custom Field | |
| FB.Unit Price | Subscription Product | Custom Field | |
| StaxbillData Id | Subscription Product | Custom Field | |
| Opportunity | Subscription Product | Custom Field | |
| Source Subscription | Subscription Product | Custom Field | |
| Subscription | Subscription Product | Custom Field | |
| Subscription Product Layout | Subscription Product | Page Layout | |
| Defer | Task | Action | Deprecated |
| EditDescription | Task | Action | Deprecated |
| UpdatePriority | Task | Action | Deprecated |
| UpdateStatus | Task | Action | Deprecated |
| Task Layout | Task | Page Layout | Deprecated |
| User Layout | User | Page Layout | Deprecated |
| LogACall | Action | Deprecated | |
| NewCase | Action | Deprecated | |
| NewContact | Action | Deprecated | |
| NewEvent | Action | Deprecated | |
| NewNote | Action | Deprecated | |
| NewOpportunity | Action | Deprecated | |
| NewTask | Action | Deprecated | |
| SendEmail | Action | Deprecated | |
| applicationException | Apex Class | ||
| CCreateCustomer | Apex Class | ||
| CStaxbillHostedPage | Apex Class | ||
| CreateCustomerLightning | Apex Class | ||
| StaxbillAPI | Apex Class | ||
| StaxbillCustomer | Apex Class | ||
| StaxbillCustomerAcquisition | Apex Class | ||
| StaxbillCustomerReference | Apex Class | ||
| StaxbillDTO | Apex Class | ||
| StaxbillInvoice | Apex Class | ||
| StaxbillSubscription | Apex Class | ||
| StaxbillSubscriptionProduct | Apex Class | ||
| StaxbillUtility | Apex Class | ||
| RESTAuthorize | Apex Class | ||
| RESTCustomer | Apex Class | ||
| RESTCustomerBilling | Apex Class | ||
| RESTInvoice | Apex Class | ||
| RESTSubscription | Apex Class | ||
| RESTSubscriptionProduct | Apex Class | ||
| SalesforceOpportunityGet | Apex Class | ||
| StageExt | Apex Class | ||
| TestActivate | Apex Class | ||
| TestDTOs | Apex Class | ||
| TestHostedPage | Apex Class | ||
| TestModels | Apex Class | ||
| TestRestServices | Apex Class | ||
| OpportunityToStaxbill | Aura Component Bundle | ||
| Invoice | Custom Object | ||
| Purchase | Custom Object | ||
| Subscription | Custom Object | ||
| Subscription Product | Custom Object | ||
| StaxbillSettings | Custom Setting | ||
| Staxbill_Secure_Access | Remote Site | ||
| barbershop | Static Resource | ||
| loader | Static Resource | ||
| pace | Static Resource | ||
| ActivateCustomer | Visualforce Page | ||
| CreateCustomer | Visualforce Page | ||
| StaxbillHostedPage | Visualforce Page |