Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Create a standalone amendment order product through API in Salesforce Lightning or
Salesforce Classic
| Available in: Salesforce Billing Winter ’21 and later |
Make sure to provide a value for the revised order product ID. The Revised Order Product field
shows the ID of the original order product used before any amendments were made. Remember, an
order product can be related to multiple amendment order products.
Required Fields
Table 1. Product
| Billing Frequency |
Invoice Plan |
| Billing Rule |
[Required] |
| Charge Type |
Recurring |
| Revenue Recognition Rule |
[Required] |
| Tax Rule |
[Required] |
Table 2. Order
| Account |
[Required] |
| Effective Date |
[Required] |
| Price Book |
[Required] |
| Status |
Draft |
Table 3. Order Product
| 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 Frequency |
[Required] |
| Billing Rule |
[Get value from product] |
| Billing Type |
[Required] |
| Charge Type |
[Required] |
| Charge Type |
[Required] |
| Default Subscription Term |
[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] |
| Revised Order Product |
[Required] |
| Service Date |
[Required] |
| Status |
Draft |
| Tax Rule |
[Get value from product] |
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