Create a standalone one-time order product through API in Salesforce Lightning or
Salesforce Classic.
| Available in: Salesforce Billing Winter ’21 and later |
Required Fields
Table 1. Product
| Billing Rule |
[Required] |
| Charge Type |
One-Time |
| Revenue Recognition Rule |
[Required] |
| Tax Rule |
[Required] |
Table 2. Order
| Account |
[Required] |
| Effective Date |
[Required] |
| Price Book |
[Required] |
| Status |
Draft |
| Billable Unit Price |
Required for invoice runs or Bill Now to pick up the order product for invoicing. We
recommend calculating a value based on the formula described in Recurring Billing and Billable Unit Price. |
| Billing Rule |
[Get value from product] |
| Billing Type |
[Required] |
| Charge Type |
One-Time |
| Charge Type |
[Required] |
| End Date |
[Required] |
| Order |
[Required] |
| Ordered Quantity |
[Required] |
| Price Book Entry |
[Required] |
| Quantity |
[Required] |
| Reference ID |
[Required] |
| Revenue Recognition Rule |
[Get value from product] |
| Service Date |
[Required] |
| Status |
Draft |
| Tax Rule |
[Get value from product] |
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