Customizing Page Layouts

FinancialForce Billing Central adds a number of fields, related lists, and buttons to Salesforce objects. We recommend that you add these items to your page layouts:

Object

Item

Name

Account Field

Billing Address Validated

Billing Account

Exemption Certificate

Shipping Address Validated

Billing Address

Shipping Address

Validated Billing Street

Validated Billing City

Validated Billing State / Province

Validated Billing Zip / Postal Code

Validated Billing Country

Validated Shipping Street

Validated Shipping City

Validated Shipping State / Province

Validated Shipping Zip / Postal Code

Validated Shipping Country

Related List Billing Document
Button

Validate Billing Address

Validate Shipping Address

Price Book Related List Price Book Structure Entries
Contact Field Billing Contact
Product Field Billing Type
Related List Related Price Book Structure Entries

For more information about the fields and buttons, see Field Reference. For information about editing page layouts, see the Salesforce Help.

When your Salesforce Org is enabled for Multiple Currencies

If your Salesforce Org is enabled for multiple currencies, you must add the Currency field to the FinancialForce Billing Central page layouts being used for the following objects:

  • Billing Contract
  • Billing Document
  • Plan
  • Price Book Structure Entry