Revenue Management Developer Guide

Get Started with Revenue Management Developer Resources
Revenue Management Settings
Revenue Management Deployment
Deployment Workflows and Sequence
Deployment Considerations
Global Unique ID Setup
Managing Component States
Post-Deployment Steps
Deployment Scenarios
Object Deployment Reference
Metadata Deployment Reference
Additional Deployment Information
Product Catalog Management
Salesforce Pricing
Rate Management
Product Configurator
Transaction Management
Advanced Approvals
Dynamic Revenue Orchestrator
Usage Management
Billing
Revenue Management Associated Objects
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Revenue Management Deployment

This section provides a clear roadmap for accurately and efficiently deploying Revenue Management objects and metadata between development, staging, sandbox, and production orgs.

Developing and maintaining complex business applications on the Salesforce Platform requires a structured approach to managing changes and deployments. This is especially true for Revenue Management, which involves a complex data model and metadata components.

The interconnected nature of Revenue Management's architecture requires a meticulous and well-defined development operations (DevOps) process. Without it, organizations face significant risks, including data corruption, deployment failures, and disruption to critical business processes.

Who This Section Is For

This section is intended for advanced users who are familiar with Salesforce development, established DevOps concepts, and Salesforce administration.

What’s Not Included

  • This section doesn't include information about data migration from external or legacy systems.
  • There's no built-in, Revenue Management-specific deployment tool. Select the Salesforce or third-party deployment tools appropriate for your use case.
  • Every Salesforce implementation is unique. This guide doesn't address how to deploy your custom objects, fields, Apex classes, metadata, Lightning Web Components (LWCs), and so on.