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