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 |