Salesforce Billing Developer Guide
jRequirements 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
| Field | Value |
|---|---|
| Billing Frequency | Monthly, Quarterly, Semiannual, or Annual |
| Billing Rule | [Required] |
| Charge Type | Recurring |
| Revenue Recognition Rule | [Required] |
| Tax Rule | [Required] |
| 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}