Salesforce Billing Developer Guide

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Salesforce Billing Fields on Standard Objects
Salesforce Billing Custom Objects
blng__AccountBalanceSnapshot__c
blng__AgingBuckets__c
blng__BalanceSnapShotRun__c
blng__BalanceSnapShotScheduler__c
blng__BillingBatchJob__c
blng__BillingPrefix__c
blng__BillingRule__c
blng__BillingSchedule__c
blng__BillingTransaction__c
blng__BillingTreatment__c
blng__CreditNote__c
blng__CreditNoteAllocation__c
blng__CreditNoteLine__c
blng__DebitNote__c
blng__DebitNoteLine__c
blng__FinanceBook__c
blng__FinancePeriod__c
blng__GLAccount__c
blng__GLRule__c
blng__GLTreatment__c
blng__Invoice__c
blng__InvoiceLine__c
blng__InvoicePlan__c
blng__InvoicePlanLine__c
blng__InvoiceRun__c
blng__InvoiceScheduler__c
blng__LegalEntity__c
blng__Payment__c
blng__PaymentAllocationDebitNoteLine__c
blng__PaymentAllocationInvoice__c
blng__PaymentAllocationInvoiceLine__c
blng__PaymentAuthorization__c
blng__PaymentGateway__c
blng__PaymentGatewayConfig__c
blng__PaymentMapping__c
blng__PaymentMethod__c
blng__PaymentRun__c
blng__PaymentScheduler__c
blng__PaymentTerms__c
blng__PaymentTransaction__c
blng__Refund__c
blng__RefundLineCreditNoteLine__c
blng__RefundLinePayment__c
blng__RevenueAdjustment__c
blng__RevenueAdjustmentLine__c
blng__RevenueAgreement__c
blng__RevenueDistributionMethod__c
blng__RevenueRecognitionRule__c
blng__RevenueRecognitionTreatment__c
blng__RevenueSchedule__c
blng__RevenueTransaction__c
blng__SubInvoiceLine__c
blng__TaxConfig__c
blng__TaxIntegration__c
blng__TaxRate__c
blng__TaxRule__c
blng__TaxTreatment__c
blng__Usage__c
blng__UsageSummary__c
Salesforce Billing Standard Objects
Salesforce Billing Developer Guides & Lightning Components
PDF

blng__FinancePeriod__c

Represents a reference object that stores lookups to all accounting or revenue transactions that occur within a specific period.

Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

Important

Supported Calls

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields

Field Details
CurrencyIsoCode
Type
picklist
Properties
Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update
Description
The three-letter ISO 4217 currency code associated with the finance period record when multiple currencies are enabled.
LastReferencedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last accessed a finance period record indirectly, for example, through a list view or related record.
LastViewedDate
Type
dateTime
Properties
Filter, Nillable, Sort
Description
The timestamp when the current user last viewed a finance period record. If this value is null, it’s possible that the user only accessed the finance period record or a related list view (LastReferencedDate), but not viewed the finance period record itself.
Name
Type
string
Properties
Create, Defaulted on create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The name of the finance period.
blng__Family__c
Type
string
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The product family associated with the finance period record.
blng__FinanceBook__c
Type
reference
Properties
Create, Filter, Group, Sort
Description
Required. The financial book associated with the billing. This field helps in categorizing and managing financial records according to different finance books.
This field is a relationship field.
Relationship Name
blng__FinanceBook__r
Relationship Type
Master-detail
Refers To
blng__FinanceBook__c (the master object)
blng__FinancePeriodFamily__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The finance period family associated with the finance period.
blng__LegalEntity__c
Type
reference
Properties
Create, Filter, Group, Nillable, Sort, Update
Description
The legal entity used to associate the finance period with other transactional records in Salesforce Billing.
This field is a relationship field.
Relationship Name
blng__LegalEntity__r
Refers To
blng__LegalEntity__c
blng__NextOpenPeriod__c
Type
boolean
Properties
Create, Defaulted on create, Filter, Group, Sort, Update
Description
Required. The next open financial period for billing purposes.
The default value is false.
blng__Notes__c
Type
textarea
Properties
Create, Nillable, Update
Description
Additional details or comments related to the finance period.
blng__PeriodEndDate__c
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
Required. The end date of the financial period.
blng__PeriodStartDate__c
Type
date
Properties
Create, Filter, Group, Sort, Update
Description
Required. The start date of the finance period.
blng__PeriodStatus__c
Type
picklist
Properties
Create, Filter, Group, Restricted picklist, Sort, Update
Description
Required. The status of a financial period to track the state of a financial period.
Valid values are:
  • Closed
  • Error
  • Open
  • Pending Close
  • Pending Open
blng__PeriodType__c
Type
string
Properties
Filter, Nillable, Sort
Description
The period type of the finance book.
This field is a calculated field.
blng__ReferenceId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
The reference to source for which the finance period record is created.
blng__UniqueId__c
Type
string
Properties
Create, Filter, Group, idLookup, Nillable, Sort, Update
Description
A unique identification number associated with the finance period record. This field is unique within your organization.