Salesforce Billing Developer Guide

Salesforce Billing Fields on Standard Objects
Salesforce Billing Custom Objects
Salesforce Billing Standard Objects
Salesforce Billing Developer Guides & Lightning Components
Salesforce Billing Payment Gateway Developer Guide
Salesforce Billing Tax Integration Developer Guide
Revenue Recognition Service Developer Guide
Get Started with the Revenue Recognition Service
Revenue Recognition Service Setup
Revenue Recognition Service Use Cases
Hosted Card Payments Lightning Component
REST API for Converting Invoice Lines with Negative Balances
Set Up Standalone Orders with API
Salesforce Billing Apex Reference
PDF

Revenue Recognition Service Setup

Prepare the Revenue Recognition Service by configuring several revenue fields in Salesforce Billing.

Your admins may already have configured objects and fields in your org for use with the revenue recognition service. If they haven’t, read the following information.

To successfully pass a revenue recognition rule to the revenue recognition service, the rule’s revenue distribution methods and revenue recognition treatments require several picklist fields to have a value of Other. This value indicates that Salesforce Billing should override the default revenue recognition process and use parameters passed to the APEX service instead. When you’re configuring a revenue recognition rule for use with the service, make sure that the following fields have a value of Other.

Revenue Distribution Method
Full Recognition Date
Revenue Term End Date (Needed only for daily or monthly recognition)
Revenue Term Start Date
Type
Revenue Recognition Treatment
Revenue Schedule Creation Action
Revenue Schedule Amount

If you’re upgrading to Salesforce Billing Spring ’20 from an earlier version, add Other as a picklist value to each of these fields before using the service.

Note