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

The following information contains the suggested Salesforce fields Fusebill recommends using in your Account level detail section:

• FB.Id
• FusebillData Company Name
• FusebillData First Name
• FuesbillData Last Name
• FusebillData Customer Account Status
• FusebillData Status
• FusebillData Terms
• FusebillData Invoice Day
• FusebillData Currency
• FusebillData Id

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
• FB.Amount
• Edit

Subscription Products

• Subscription Name: Subscription Product Name (added by default)
• Source Subscription
• FB.Frequency
• FB.Is Included
• FB.Quantity
• FB.Unit Price
• FB.Amount
• 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.

• FB.Account
• FB.Edit
• FB.Fusebill_Amount
• FB.Fusebill_Created_Timestamp
• FB.Fusebill_Customer_Id
• FB.Fusebill_Description
• FB.FusebillData_Id
• FB.Fusebill_Is_Tracking_Items
• FB.Fusebill_Name
• FB.Fusebill_Pricing_Model_Type
• FB.Fusebill_Product_Code
• FB.Fusebill_Product_Id
• FB.Fusebill_Purchased_Timestamp
• FB.Fusebill_Purchase_Id
• FB.Fusebill_Quantity
• FB.Fusebill_Status
• FB.Fusebill_Unit_Price
• FB.Opportunity