Customizing Page Layouts
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
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 Billing Central page layouts being used for the following objects:
- Billing Contract
- Billing Document
- Plan
- Price Book Structure Entry