Add Frisbii to your org

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At Cloud Kicks, everyone is looking forward to using Frisbii.

So Linda is happy to continue the configuration. After a first understanding of the main objects/tabs, she is preparing the Cloud Kicks org for invoicing with Frisbii by adding action buttons and related lists on the Account/Opportunity and Quotation objects.

Linda remembers the Trailhead module Customize Record Details with Page Layouts and reads it carefully before starting the set up.

Note

For the quotation object, if you are using Summer '21 or later, you dont' have to add anything as this is already set.

Adding the Invoices related list to the Account object

Frisbii offers several fields and associated lists that can be added to your Account object page layouts. To do this you need to change the page layout used for the Account object.
To start with, let's add the Invoices related list to the Account object.

Steps

  1. Go to Setup > Object Manager
  2. Select Account
  3. Click on Page Layouts and select the appropriate one
  4. Scroll down the list to Related Lists
  5. Click / Drop the Invoices related list where you want it to appear (order of related lists)
  6. Save

That's a good thing done! Let's continue with the Opportunity and Quotation objects.


Adding the Invoices related list to the Opportunity object

In order to use the Opportunity object for invoicing, you must also add the related Invoices list and action buttons. Let's start with the associated list.

Steps

  1. Go to Setup > Object Manager
  2. Select Opportunity
  3. Click on Page Layouts and select the appropriate one
  4. Scroll down the list to Related Lists
  5. Click / Drop the Invoices related list where you want it to appear (order of related lists)
  6. Save

Adding Frisbii action buttons on Opportunity

Frisbii functionalities are available on the records through action buttons. Several Frisbii buttons are available on opportunities:

  • Invoice

  • Subscription

  • Detailed invoice

  • Billing milestones

Here are the steps to set them up.

Steps

  1. Go to Setup > Object Manager
  2. Select Opportunity
  3. Click on Page Layouts and select the appropriate one
  4. Scroll down the list to Mobile & Lightning Actions
  5. Click / Drop the Create invoice button in the Salesforce Mobile and Lightning Experience Actions section
  6. Save



Now follow the same steps for the following buttons:

  • Subscription

  • Detailed invoice

  • Billing milestones

We will discover the functionality of these buttons later in the articles.

Now that we have added related lists on the Account and Opportunity objects, as well as action buttons on the Opportunity, we still have the Quotation object to implement.

Adding the Invoices related list to the Quotation object

In order to use the Quotation object for invoicing, you must also add custom fields, related lists and Frisbii buttons to your object page layouts. If you are using Summer '21 or later, this is no longer necessary as everything is already set.

Steps

  1. Go to Setup > Object Manager
  2. Select Quotation
  3. Click on Page Layouts and select the appropriate one
  4. Scroll down the list to Related Lists
  5. Click / Drop the Invoices related list where you want it to appear (order of related lists)
  6. Save


Adding Frisbii action buttons on Quotation

We will add the same action buttons as before on the Opportunity. If you are using Summer '21 or later, this is no longer necessary as everything is already set.

  • Create invoice

  • Detailed invoice

  • Billing milestones

  • Create subscription

Steps

  1. Go to Setup > Object Manager
  2. Select Quotation
  3. Click on Page Layouts and select the appropriate one
  4. Scroll down the list to Mobile & Lightning Actions
  5. Click / Drop the Create invoice button in the Salesforce Mobile and Lightning Experience Actions section
  6. Save

Now follow the same steps to add the buttons:

  • Detailed invoice

  • Billing milestones

  • Create subscription

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