Fusebill's managed package expands the Salesforce Account Entity with the following items:
| Name | Parent Object | Type | Other Notes |
|---|---|---|---|
| Billing | Account | Button or Link | |
| Billing_Settings | Account | Button or Link | |
| Contact_Information | Account | Button or Link | |
| Payment_Methods | Account | Button or Link | |
| Service_Overview | Account | Button or Link | |
| FB.Id | Account | Custom Field | |
| FB.Customer Id | Account | Custom Field | |
| FB.Company Name | Account | Custom Field | |
| FB.Title | Account | Custom Field | |
| FB.First Name | Account | Custom Field | |
| FB.Middle Name | Account | Custom Field | |
| FB.Last Name | Account | Custom Field | |
| FB.Suffix Name | Account | Custom Field | |
| FB.Primary Email | Account | Custom Field | |
| FB.Primary Phone | Account | Custom Field | |
| FB.Secondary Email | Account | Custom Field | |
| FB.Secondary Phone | Account | Custom Field | |
| FB.Status | Account | Custom Field | |
| FB.Customer Account Status | Account | Custom Field | |
| FB.Terms | Account | Custom Field | |
| FB.Auto Collect | Account | Custom Field | |
| FB.Grace Period | Account | Custom Field | |
| FB.Invoice Day | Account | Custom Field | |
| FB.Currency | Account | Custom Field | |
| FB.Reference1 | Account | Custom Field | |
| FB.Reference2 | Account | Custom Field | |
| FB.Reference3 | Account | Custom Field | |
| FB.Monthly Recurring Revenue | Account | Custom Field | |
| FB.Net Mrr | Account | Custom Field | |
| FB.Uri | Account | Custom Field | |
| FB.Ad Content | Account | Custom Field | |
| FB.Campaign | Account | Custom Field | |
| FB.Keyword | Account | Custom Field | |
| FB.Landing Page | Account | Custom Field | |
| FB.Medium | Account | Custom Field | |
| FB.Source | Account | Custom Field |
These custom fields will be populated with corresponding Fusebill information for every Salesforce account synched to a corresponding Fusebill customer entity.
These fields are available in the Salesforce reporting module under the Account: Custom Info fieldset collection.
These fields and buttons can be included in the Account Entity Page Layouts.
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