Setting up Default Detail Pages

As an administrator of Billing Central, you can choose whether you want users to see the Salesforce or enhanced detail pages for plans, contracts, and billing documents. The enhanced detail pages are shown by default.

Users can switch between the Salesforce and enhanced versions of the detail pages from within Billing Central itself:

• On an enhanced detail page, click and then click Switch to Salesforce Detail Page.
• On a Salesforce detail page, click Edit with Enhanced Page or View on Enhanced Page depending on the desired action.

The following sections explain how to make the Salesforce detail pages the defaults for all users.

Note:

If you want to use the Lightning pages introduced in Spring 2020, you must make the Salesforce detail pages the default. For more information on enabling Lightning pages, see Billing Central Lightning Page Assignments.

If you decide to use the enhanced detail pages, you can optionally apply custom filters to the Add Product drop-down list as described in Filtering the Product List in the Enhanced Detail Pages.

Billing Document

To set the Salesforce detail page as the default for billing documents:

1. Click Setup | Create | Objects.
2. Click the FinancialForce Billing Central Billing Document object.
3. Scroll to the Buttons, Links and Actions section.
4. Do the following for the New, Edit, and View buttons on the Billing Documents tab:
   1. Click Edit in the Action column of the button you are overriding.
   2. Select No override (use default).
   3. Click Save.
   4. Repeat these steps for the remaining buttons that you want to change.

To change back to the enhanced detail page, repeat these steps but replace step 4b with:
Select Visualforce Page, then choose the Visualforce page for the button you are changing.

Contracts and Plans

To set the Salesforce detail page as the default for contracts and plans:

1. Click Setup | Create | Objects.
2. Click the FinancialForce Billing Central Contract or Plan, depending on which object you want to change.
3. Scroll to the Buttons, Links and Actions section.
4. Do the following for the New, Edit, and View buttons on the Contracts or Plans tab:
   1. Click Edit in the Action column of the button you are overriding.
   2. Select Standard Page.
   3. Click Save.
   4. Repeat these steps for the remaining buttons that you want to change.
5. Repeat these steps for the remaining object.

To change back to the enhanced detail page, repeat these steps but replace step 4b with one of these actions:

• Select No override (use default)
• Select Visualforce Page, then choose the Visualforce page for the button you are changing.