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Salesforce Field Service and Billing Connector

By Salesforce Labs

Invoice from Work Orders

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Business Need
Field Service

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Field Service and Billing Connector/1.6 1.6.0
Listed On
06/05/2021
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 1
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 2
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/24/2021

Additional Details

The Field Service and Billing Connector is a managed package from Salesforce Labs and allows customers of both Salesforce Field Service (SFS) and Billing to bill for work order labor, parts and expenses. The goal of the connector is to allow the creation of Sales Orders and Invoices from the Work Order and its associated objects: Work Order Line Items, Products Consumed and Expenses. Salesforce Billing capabilities enhance invoicing and payment visibility: Calculate Taxes, Generate Invoices, Collect and Track Payments, Recognize Revenue. The connector supports the following use cases: - On-demand creation of a Sales Order from a Work Order - On-demand creation of a Sales Order and an Invoice from a Work Order - Automated creation of a Sales Order from a Work Order - Automated creation of a Sales Order and an Invoice from a Work Order - Creation of multiple Sales Orders and/or Invoices from a single Work Order (staggered invoicing)

Need help?

Salesforce Labs

San Francisco, CA, USA

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