Required Configurations for Types of Standalone Order Products | Salesforce Billing Developer Guide

Standalone orders require you to provide all the fields that would otherwise come from a CPQ quote. We provide a collection of topics showing all the required fields and their values for standalone order products used in different types of billing features. Certain fields require a specific value, while some are required but vary based on your specific configuration.

Available in: Salesforce Billing Winter ’21 and later

Requirements for Standalone One-Time Order Products
Create a standalone one-time order product through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Termed Recurring Order Products
Create a termed recurring order product through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Evergreen Order Products
Create a monthly evergreen order product through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Invoice Plan Order Products
Create a standalone invoice plan order product through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Amendment Order Products
Create a standalone amendment order product through API in Salesforce Lightning or Salesforce Classic
Requirements for Standalone Cancellation Order Products
Create a standalone cancellation order product through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Order Products with Consumption Schedules
Create a monthly order product with an order product consumption schedule and consumption rates through API in Salesforce Lightning or Salesforce Classic.
Requirements for Standalone Order Products with Price Schedules
Create a standalone order product with price schedules through API in Salesforce Lightning or Salesforce Classic.