Salesforce Integration Customer Account Fields

Fusebill's managed package expands the Salesforce Account Entity with the following items:

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.

Additional notes:

Updating information in these fields in Salesforce does not update the information in Fusebill. The buttons for Billing, Billing Settings, Contact Information, Payment Methods, and Service Overview open iframes and a session in Fusebill that allos you to view and update information directly in Fusebill.

If there was no Fusebill customer attached, and "Contact Information" is clicked, populated, and then saved: a new customer will be created in Fusebill and linked to this Salesforce account.