Recommended Salesforce Fields for Account Details and Related Lists - Account and Opportunity

After installing the Salesforce Integration using the Fusebill Managed package, the layouts for Accounts and Opportunities will have some additional fields, buttons, and related lists. 

The following information is the suggested Salesforce fields Fusebill 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 Fusebill 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.Fusebill_Created_Timestamp
• FB.Fusebill_Product_Code
• FB.Fusebill_Purchased_Timestamp
• FB.Opportunity