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  1. Stax Bill Support
  2. Stax Bill Integrations
  3. Salesforce
  4. Configuring the Salesforce Integration

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
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