To send information from Salesforce to Fusebill, you will need to configure the Opportunity page to include a button to enable the transfer of data.
Complete the following to add the Send to Fusebill button:
- In Salesforce, on the top right tab, click the Settings icon.
- Under the Platform Tools heading, click Objects and Fields-> Object Manager on the left side menu.
- From the Object Manager page, click Opportunity.
- On the Opportunity Object Manager page, in the left menu, click Page Layouts.
- On the Opportunity Page Layouts page, click the appropriate Opportunity Layout. Note: There are usually two, one for classic and one for lightning.
- On the Opportunity Layout page, in the top menu, click Buttons.
- On the Buttons tab, click the Send to Fusebill button and drag to the Custom Buttons section in the Opportunity Details section below.
- Click Save in the top menu.
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