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CashBox for Salesforce (Quote to Cash) Release Notes 14.0

CashBox for Salesforce (Quote to Cash) Release Notes 14.0


As of version 14.11, CashBox for Salesforce (Quote to Cash) is known as CashBox (Premium).

CashBox for Salesforce (Quote to Cash) version 14.0 requires the use of CashBox Reporting for Salesforce 14.8 or newer (known as CashBox (Basic) as of 14.11.) 

Features and Enhancements

This release includes the following new enhancement.

Refactor All API Calls to CashBox 14.0

All API calls from to CashBox used in the CashBox for Salesforce (Quote to Cash) app are now using the CashBox 14.0 API. The following table list all API calls: 














Rate Plan


Payment Method


Web Session




Ticket: SFDC-44 


As of  release 14.0, the Quote to Cash app can now take advantage of the CashBox AutoBill.modify call. This allows users to make changes to an existing purchase such as changing the billing plan, or adding, removing or editing existing line items, all with a single call. This enhances performance and accuracy by treating all the changes as one modify in cases where there is a need for a change rollback. 

Ticket: SFDC-104 

Purchase Details History for Line Items and Billing Plans

The line item and billing plan history is a new set of data added to Salesforce. It is designed as a separate object under the purchase. Line item and billing plan history is not imported as part of the CashBox Reporting app with the continuous import jobs. It displays the history only if it is specifically called by a click on the Refresh Purchase History button, or if a purchase was modified by another third-party integration that generated history items. As part of the history, you will be able to see the status of the change (add, remove, edit) as well as a link to the replacement product or billing plan.

You can adjust the page layout for the Purchase object by adding the related list of Purchase Details History. Also, remove the New button on the related list, but add the Refresh History custom button. 

Tickets: SFDC-112, SFDC-113 

New Buttons

All recommended actions on the Purchase page are now available via dedicated buttons. As of this release, three new buttons trigger their own flow:

  • Replace Payment Method
  • Refresh Purchase
  • Refresh History

You can adjust the page layout for the Purchase object by adding the three custom buttons.

Replace Payment Method

For a customer service agent needing to update a payment method to a purchase, this button prefilters all available payment methods for the account. On Save, the payment method change is sent to CashBox and the purchase will automatically reflect the change.

Refresh Purchase

The refresh purchase button makes a dedicated call to CashBox and fetches the latest data for the purchase. This targeted refresh is a substitute for the Account refresh when the user is only interested in refreshing the single purchase and not the whole account. This is a fast action with higher performance relative to the account refresh.

Refresh History

When a purchase has sustained line item changes or billing plan changes, this button fetches the full history of line items and billing plans, and helps users understand all historical modifications.

Tickets: SFDC-109, SFDC-110, SFDC-114, SFDC-112 

Support for Multiple Currencies

With the CashBox (Quote to Cash) 14.0 release, customers can take full advantage of multiple currency purchases they have set up in CashBox. We understand that even though many international merchants do business in multiple countries/currencies, their Salesforce org is set to one currency. We’ve used the native Salesforce schema to support multi-currency without building dependency on your Salesforce currency configuration.

Each CashBox-defined currency is now present in Salesforce and all products that have multi-currency pricing are mapped as a separate Price Book entry, one per currency. When new purchases are created on the opportunity, customers can now specify the sale currency, and only the products with pricing in the specified currency will be eligible for that purchase. If the currency setting on the opportunity were to change, all previous currency products would automatically be wiped, and any new products would have to be added according to the newly selected currency.

Once you have a purchase, the currency is fixed and cannot be changed on a purchase modification. The opportunity for the modify will inherit the currency from the purchase, and only products from the currency Price Book can be added. 

Note You must manage all products and currencies directly in CashBox. Editing, creating or deleting products or Price Book entries in Salesforce can cause unintended behavior, until those products or currencies are overwritten by the next CashBox import cycle. 


Ticket: SFDC-26 

Visualforce Page for Adding New Products 

In the CashBox (Quote to Cash) 14.0 release, the Custom page for adding or editing opportunity products has been simplified and made more user-friendly. All eligible products are displayed by default. The redesigned interface also allows multiple product selection from different pages. When editing a product, only the data that can be changed will be open for edit. If you replace one product with another, the page will refresh with all corresponding data elements for the new product. 

Ticket: SFDC-106 

Purchase-Opportunity Links 

All opportunities are now linked to the resulting purchase. With each consecutive purchase modify, the name of the opportunity is incremented for easy order identification of changes. Also, on each purchase you can now see a list of all related opportunities.

Tickets: SFDC-108 

Initial Import Start Date

For new customers who are installing the CashBox apps, the default start date for which data will import is now moved to 1 Jan 2010.

Ticket: SFDC-121

AutoBill References Renamed to Purchase

To help users with consistent terminology, all AutoBill references in the apps are renamed to Purchase.

Tickets: SFDC-9

Disable Triggers for All Cashbox Objects

During debug, if a Salesforce organization uses code in addition to the CashBox apps, the managed triggers can be temporarily disabled via Custom Settings.

Note This enhancement is meant only for debug mode, and should be used cautiously. If you leave any of the CashBox (Quote to Cash) triggers disabled, the app will not function according to spec and will not be supported.

Ticket: SFDC-107 

Descriptions of Opportunity Record Types

When creating a new opportunity, the user can select from two options: AutoBill or One-Time Purchase. While previously the app did not alert the user to what each of the options meant, it now provides a description of both of the opportunity record types. 

Ticket: SFDC-12 


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