Accounts
Custom Buttons: Each of the custom buttons below is available for the Account record, and can be added to the account page layout based on your business needs and company access policy.- Refresh Account—calls Subscribe and refreshes the account and all account-related records with the latest data from Subscribe.
- Add Payment Method—allows users who have access to Payment Methods to take credit cards, electronic checks, or merchant accepted payments for your order management or directly from your customers, and to create the Payment Method directly in Subscribe via PCI-compliant processes.
- Manage Credits—available only for Subscribe (Premium), allows you to view all credits that have been issued to an account or for an individual Purchase. Each of the Credits contains its history; you can create new and revoke existing Credits directly from Salesforce.
- Manage Refunds—available only for Subscribe (Premium), this button allows you to view all fully refunded transactions as well as all transactions that are eligible for refund. From here you can issue a new refund.
- Customer ID
- Vindicia ID
- Account Email
- Optional: Do not sync with Subscribe
- Optional: Protect Account Address
- Payment Methods. Vindicia recommends that you hide the standard New button and add a New Payment Method button to this related list. This enables users you have allowed access to Payment Methods to leverage PCI-compliant hosted order automation (HOA) technology to create credit cards and other Payment Methods. The custom button Add Payment Method—discussed in the Accounts section above—provides the same capability.
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Purchases. This related list can display all Subscribe purchases— recurring/AutoBill or one time Transaction. Recommended columns (fields) include:
- Purchase Name
- Purchase Status
- Billing Plan
- Subscription Start Date
- Entitlement End Date
- Type You can customize columns to accommodate your business needs.
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Opportunities. This related list shows you what stage the opportunity is in, and whether an opportunity has resulted in a Purchase. Recommended columns (fields) include
- Opportunity Name
- Stage
- Amount
- Related Purchase
- Close Date You can customize the columns to align with your business needs.
- Account Entitlements (Optional). If you require visibility into Entitlements, this related list enables you to see all account entitlements. Note: Any entitlements granted from the Purchase are not part of this list. If you want to see purchase-granted entitlements, you need to build a custom report on the Purchased Products object.
- Credits (Optional). If you use Credits and need to view them in Salesforce, this related list enables you to view all Credits regardless of whether they are granted at the Purchase or Account level. If you are a Subscribe (Premium) customer, you also have access to a custom New Credit button, which you can add to the related list, where you grant new Time or Currency Credits.
- Tax Exemptions (Optional). If you are configured to calculate sales tax in Subscribe, you can add this related list to Accounts in Salesforce, where you can monitor account Tax Exemptions. Note: This object is read-only in SFDC and cannot be used to create new records intended for integration into Subscribe.
- Usage Summaries (Optional). If you have usage-based products configured in Subscribe and are feeding Subscribe with the usage information; you can view each usage in Salesforce from this object. Note: This object is read-only in SFDC and cannot create new records intended to integrate with Subscribe.
Purchases
If you are a Subscribe (Premium) customer, Vindicia recommends the following Purchase page layout adjustments, which you can set in accordance with your business needs and company access policy. Custom Buttons:- Refresh Purchase—allows you to make a dedicated call to Subscribe to fetch the latest data. This button is also available in Subscribe (Basic).
- Modify Purchase—takes you to an Opportunity where the starting point is the current purchase. From here you can modify the purchase and add new products.
- Cancel Purchase—opens a custom page where you can configure settlement of a cancellation, which is then sent to Subscribe.
- Replace Payment Method—enables you to change the payment method on a particular purchase.
- Manage Credits—opens a custom page, where you can grant or revoke credits for the particular purchase.
- Manage Refunds—enables you to issue refunds for all eligible transactions for the purchase.
Opportunities
If you are a Subscribe (Premium) customer, Vindicia recommends the following Opportunity page layout adjustments, which you can make based on your business needs and company access policy. Custom Buttons:- Create Quote—This custom button initiates a purchase dry run call to Subscribe and returns a calculation of the purchase that includes sales tax (if configured in Subscribe), first bill amount, next bill date, and so on.
- Create Purchase—This custom button calls Subscribe and creates a Purchase. If you are on an Opportunity due to Purchase modification, this button sends your changes to Subscribe, and the initial Purchase is updated.
- Product Currency
- Billing Plan
- Payment Method
- Quote Amount
- Quote Date
- First Bill Amount
- Expected First Bill Date
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Opportunity Products—This is a custom-related list that is required for the Subscribe (Premium) application to work properly. Hide the standard New button and include the custom Add Opportunity Products button to this related list. Recommended columns (fields) include:
- Opportunity Product Name
- Quantity, Added Price
- Currency Code
- Related Purchase Product You can customize the columns in accordance with your business needs.