Salesforce Billing Developer Guide
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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
| 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
{
"allOrNone" : true,
"compositeRequest" : [{
"method" : "POST",
"url" : "/services/data/v48.0/sobjects/order",
"referenceId" : "refOrder",
"body" : {
"Status" : "Draft" ,
"EffectiveDate" : "2020-06-16",
"Pricebook2Id" : "Price records ID",
"AccountId" : "Account records ID"}
},{
"method" : "POST",
"url" : "/services/data/v48.0/sobjects/OrderItem",
"referenceId" : "refOrderItem",
"body" : {
"Quantity" : "1",
"Unitprice" : "50",
"ServiceDate" : "2020-06-16",
"SBQQ__ProductSubscriptionType__c" : "*Evergreen*",
"SBQQ__SubscriptionType__c" : "*Evergreen*",
"SBQQ__ChargeType__c" : "Recurring",
"SBQQ__BillingType__c" : "Advance",
"SBQQ__BillingFrequency__c" : "Monthly",
"blng__BillableUnitPrice__c" : "50",
"SBQQ__OrderedQuantity__c" : "1",
"SBQQ__DefaultSubscriptionTerm__c" : "1",
"SBQQ__Status__c" : "Draft",
"SBQQ__ContractAction__c" : "New"
"PricebookEntryId" : "PricebookEntry records ID",
"orderId" : "@{refOrder.id}"
}
}]
}