Configuring the Salesforce Integration

• Salesforce Configuration
• Configuring the Account and Related List Layouts in Salesforce (Lightning)
• Configuring the Opportunity Page Layout (Lightning)
• Setting up your Salesforce Domain (Lightning)
• Modifying the Activation Permissions in Salesforce
• Configuring the Coupon Activation
• Setting Price Permissions
• Adding Field Mappings in Stax Bill for Salesforce
• Setting the Invoice Payment Terms Field Mapping