After installing the Salesforce Integration using the Stax Bill Managed package, the accounts and opportunities layouts will have additional fields, buttons, and related lists.
The following information is the suggested Salesforce fields Stax Bill recommends using in your Account level detail section:
- FB.Id
- FB.Company Name
- FB.First Name
- FB.Last Name
- FB.Customer Account Status
- FB.Status
- FB.Terms
- FB.Currency
The following information contains the suggested Salesforce fields Stax Bill recommends using in your Related Lists:
Subscriptions
- Subscription Name (added by default)
- FB.PlanCode
- FB.Created Timestamp
- FB.Activated Timestamp
- FB.Next Period Start Date
- FB.Status
- FB.Frequency
- FB.Monthly Recurring Revenue
- Edit
Subscription Products
- Subscription Name: Subscription Product Name (added by default)
- Source Subscription
- FB.Is Included
- FB.Quantity
- FB.Unit Price
- FB.Monthly Recurring Revenue
Invoices
- Invoice Name (added by default)
- FB.Status
- FB.Posted Timestamp
- FB.Invoice Amount
- FB.Sum of Credit Notes
- FB.Outstanding Balance
- FB.Total Payments
- View
Purchases
The following are the available fields for use in the Purchases-related list. You would typically choose a subset of these to show in the related list, which is available at both the Account and Opportunity levels.
- Purchase Name (forced default)
- FB.Edit
- FB.Quantity
- FB.Unit Price
- FB.Status
- FB.Staxbill_Created_Timestamp
- FB.Staxbill_Product_Code
- FB.Staxbill_Purchased_Timestamp
- FB.Opportunity