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.

Requirements for Standalone Evergreen Order Products

Create a monthly evergreen order product through API in Salesforce Lightning or Salesforce Classic.

Available in: Salesforce Billing Winter ’21 and later

Required Fields

Table 1. Product
Field	Value
Billing Frequency	Monthly, Quarterly, Semiannual, or Annual
Billing Rule	[Required]
Charge Type	Recurring
Revenue Recognition Rule	[Required]
Tax Rule	[Required]

Table 2. Order
Field	Value
Account	[Required]
Effective Date	[Required]
Price Book	[Required]
Status	Draft

Field	Value
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	Monthly
Billing Rule	Get value from product
Billing Type	[Required]
Charge Type	Recurring
Charge Type	[Required]
End Date	[Required]
Order	[Required]
Ordered Quantity	[Required]
Price Book Entry	[Required]
Product Subscription Type	Evergreen
Quantity	[Required]
Reference ID	[Required]
Revenue Recognition Rule	Get value from product
Service Date	[Required]
Status	Draft
Subscription Type	Evergreen
Tax Rule	Get value from product

Example

1{
2"allOrNone" : true,
3"compositeRequest" : [{
4  "method" : "POST",
5  "url" : "/services/data/v48.0/sobjects/order",
6  "referenceId" : "refOrder",
7  "body" : { 
8      "Status" : "Draft" , 
9      "EffectiveDate" : "2020-06-16", 
10      "Pricebook2Id" : "Price records ID",
11      "AccountId" : "Account records ID"}
12  },{
13  "method" : "POST",
14  "url" : "/services/data/v48.0/sobjects/OrderItem",
15  "referenceId" : "refOrderItem",
16  "body" : { 
17    "Quantity" : "1", 
18    "Unitprice" : "50",
19    "ServiceDate" : "2020-06-16", 
20    "SBQQ__ProductSubscriptionType__c" : "*Evergreen*", 
21    "SBQQ__SubscriptionType__c" : "*Evergreen*",
22    "SBQQ__ChargeType__c" : "Recurring",
23    "SBQQ__BillingType__c" : "Advance",
24    "SBQQ__BillingFrequency__c" : "Monthly",
25    "blng__BillableUnitPrice__c" : "50",
26    "SBQQ__OrderedQuantity__c" : "1", 
27    "SBQQ__DefaultSubscriptionTerm__c" : "1", 
28    "SBQQ__Status__c" : "Draft", 
29    "SBQQ__ContractAction__c" : "New"
30    "PricebookEntryId" : "PricebookEntry records ID",
31    "orderId" : "@{refOrder.id}"
32    }
33  }]
34}

Salesforce Billing Developer Guide

Requirements for Standalone Evergreen Order Products

Required Fields

Example