The Stax Bill Salesforce integration adds functionality to opportunities in Salesforce and transfers Stax Bill information to Salesforce accounts. You can use Salesforce to set up new customers and subscriptions in Stax Bill using opportunities or view and manage Stax Bill customer information on accounts in Salesforce.
- Installing the Stax Bill Salesforce Integration
- Verifying the Stax Bill Salesforce Package Version
- Updating Your Salesforce Package
- Configuring the Account and Related List Layouts in Salesforce (Lightning)
- Configuring the Opportunity Page Layout (Lightning)
- Setting up your Salesforce Domain (Lightning)
- Synchronizing the Stax Bill Catalog with Salesforce