Revenue Cloud Developer Guide
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Get Started with Revenue Cloud Developer Resources
AccountingPeriod
BillingBatchScheduler
BillingBatchFilterCriteria
BillingMilestonePlan
BillingMilestonePlanItem
BillingPeriodItem
BillingPolicy
BillingSchedule
BillingScheduleGroup
BillingTreatment
BillingTreatmentItem
BsgRelationship
CreditMemo
CreditMemoAddressGroup
CreditMemoInvApplication
CreditMemoLine
CreditMemoLineInvoiceLine
CreditMemoLineTax
GeneralLedgerAccount
GeneralLedgerAcctAsgntRule
InvBatchDraftToPostedRun
Invoice
InvoiceAddressGroup
InvoiceBatchRun
InvoiceBatchRunCriteria
InvoiceBatchRunRecovery
InvoiceDocument
InvoiceLine
InvoiceLineRelationship
InvoiceLineTax
LegalEntity
LegalEntyAccountingPeriod
PaymentBatchRun
PaymentLineInvoiceLine
PaymentSchedule
PaymentSchedulePolicy
PaymentScheduleTreatment
PaymentScheduleTreatmentDtl
PymtSchdDistributionMethod
PaymentScheduleItem
PaymentTerm
PaymentTermItem
RevenueTransactionErrorLog
TaxEngine
TaxEngineProvider
TaxPolicy
TaxTreatment
Salesforce Payments Objects in Billing
Billing Standard Objects
The Billing data model provides objects and fields to manage billing and tax
configurations, credit memos, and invoices, and accounting periods for legal entities.
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AccountingPeriod
Represents information about a time period for which businesses prepare reports and analyze performance. Each billing transaction is associated with an accounting period. This object is available in API version 62.0 and later. -
BillingBatchScheduler
Represents a scheduled processing job that triggers recurring invoice batch runs. This object is available in API version 62.0 and later. -
BillingBatchFilterCriteria
Represents the filter that all eligible billing schedules must satisfy in order to be picked up by an invoice run. This object is available in API version 62.0 and later. -
BillingMilestonePlan
Represents a structured approach to invoicing where invoices are scheduled based on predefined milestones. This object is available in API version 63.0 and later. -
BillingMilestonePlanItem
Represents a specific billing milestone within the billing milestone plan that’s used to manage and track billing based on the completion of certain deliverables or stages. This object is available in API version 63.0 and later. -
BillingPeriodItem
Represents a payment period for an invoice. The billing period item is used to pass billing information to an invoice line. This object is available in API version 62.0 and later. -
BillingPolicy
Represents information about a set of billing treatments that define the rules to invoice a customer for an order item. This object is available in API version 62.0 and later. -
BillingSchedule
Represents information about the order item that's used in the invoicing process. This object is available in API version 62.0 and later. -
BillingScheduleGroup
Represents a consolidated view of all the billing schedules related to the order items generated from one asset, including new orders and amendment orders. This object is available in API version 62.0 and later. -
BillingTreatment
Represents information about the billing of an order item. This object is available in API version 62.0 and later. -
BillingTreatmentItem
Represents information about allocation of the total amount of an order item to billing schedules throughout the order item's lifecycle. This object is available in API version 62.0 and later. -
BsgRelationship
Represents a relationship between billing schedule groups to support bundles where one parent billing schedule group has multiple child billing schedule groups. This object is available in API version 62.0 and later. -
CreditMemo
Represents a document that’s used to reduce the amount that a buyer owes a seller under the terms of an earlier invoice. This object is available in API version 62.0 and later. -
CreditMemoAddressGroup
Represents the storage of the buyer's address information, which is used to determine the tax credit amount for a buyer when a credit memo is issued. This object is available in API version 62.0 and later. -
CreditMemoInvApplication
Represents information about the application of a credit memo to an invoice. This object is available in API version 62.0 and later. -
CreditMemoLine
Represents the product, service, adjustment, or tax line items included in a credit memo. This object is available in API version 62.0 and later. -
CreditMemoLineInvoiceLine
Represents a junction between a credit memo line and an invoice line. This object is available in API version 62.0 and later. -
CreditMemoLineTax
Represents tax information of a credit memo line of type Tax. This object is available in API version 62.0 and later. -
GeneralLedgerAccount
Represents information about the accounting codes, types, and names that are used to store and organize financial transactions. This object is available in API version 63.0 and later. -
GeneralLedgerAcctAsgntRule
Represents information about the rule based on which general ledger accounts are assigned to transaction journals that are created for billing transactions. This object is available in API version 63.0 and later. -
InvBatchDraftToPostedRun
Represents information about the batch job that posts all invoices with the status as Draft that are generated by the invoice batch run associated with the billing schedule. This object is available in API version 62.0 and later. -
Invoice
Represents information about a financial document describing the total amount a buyer must pay for provided products or services. This object is available in API version 62.0 and later. -
InvoiceAddressGroup
Represents the storage of the buyer's address information. This object is available in API version 62.0 and later. -
InvoiceBatchRun
Represents a batch processing job in Billing. During an invoice batch run, all billing schedules that meet the specified criteria are processed, resulting in the generation of invoices. This object is available in API version 62.0 and later. -
InvoiceBatchRunCriteria
Represents a batch processing job and its required criteria in Billing. During an invoice batch run, all billing schedules that meet the specified criteria are processed, resulting in the generation of invoices. This object is available in API version 62.0 and later. -
InvoiceBatchRunRecovery
Represents information about the recovery procedure of an invoice batch run. This object is available in API version 62.0 and later. -
InvoiceDocument
Represents the PDF document generated for an invoice. This object is available in API version 63.0 and later. -
InvoiceLine
Represents the amount that a buyer must pay for a product, service, or fee. Invoice lines are created based on the amount of an order line. This object is available in API version 62.0 and later. -
InvoiceLineRelationship
Represents a relationship between invoice line items to support bundles where one parent invoice line has multiple child invoice lines. This object is available in API version 62.0 and later. -
InvoiceLineTax
Represents tax information of an invoice line of type Tax. This object is available in API version 62.0 and later. -
LegalEntity
Represents the way an organization is structured. An organization can be a single legal entity or it can comprise more than one legal entity. This object is available in API version 62.0 and later. -
LegalEntyAccountingPeriod
Represents a junction between a legal entity and an accounting period. This object is available in API version 62.0 and later. -
PaymentBatchRun
Represents a batch processing job that processes payments in Billing. During a payment batch run, all the payment schedules that meet the specified criteria are processed and the corresponding Payment records are created. These payments are then applied to invoices or invoice lines. This object is available in API version 64.0 and later. -
PaymentLineInvoiceLine
Represents information about a payment line that's applied to or unapplied from an invoice line. This object is available in API version 64.0 and later. -
PaymentSchedule
Represents information about a set of payments that a customer wants to collect at different times for a certain record. A schedule contains one or more payment schedule items, where each item represents one payment to be processed. Each of a schedule’s items can have different payment configuration fields, such as payment methods, payment dates, and payment accounts. When a payment scheduler launches a payment run, the run evaluates active payment schedule items, and picks them up for payment processing if they match the scheduler’s payment criteria. This object is available in API version 64.0 and later. -
PaymentSchedulePolicy
Represents information about the configuration for the payment schedule. This object is available in API version 64.0 and later. -
PaymentScheduleTreatment
Represents information about the processing of payment schedules including the payment method and the payment amount for the payment schedule. This object is available in API version 64.0 and later. -
PaymentScheduleTreatmentDtl
Represents information about the processing of payment schedules after the corresponding invoices are posted. This object is available in API version 64.0 and later. -
PymtSchdDistributionMethod
Represents information about the partial payments that the total payment is divided into. This object is available in API version 64.0 and later. -
PaymentScheduleItem
Represents information about a payment to be processed. Each schedule item can have different payment configuration fields, such as payment methods, payment dates, and payment accounts. When a payment scheduler launches a payment run, the run evaluates active payment schedule items, and picks them up for payment processing if they match the scheduler’s payment criteria. This object is available in API version 64.0 and later. -
PaymentTerm
Represents an agreement between a buyer and a seller about when payment is due for an invoice. This object is available in API version 62.0 and later. -
PaymentTermItem
Represents configuration of a payment term. This object is available in API version 62.0 and later. -
RevenueTransactionErrorLog
Represents the details of errors that occurred during the processing of a request. The error record persists until a new error with the same category, primary record, and, if necessary, related record occurs. This object is available in API version 62.0 and later. -
TaxEngine
Represents information about an instance of a tax engine provider as well as the merchant credentials for that specific instance. This object is available in API version 62.0 and later. -
TaxEngineProvider
Represents general information about a service that manages a tax engine. Tax engine providers have a one-to-many relationship with tax engines, where the tax engine record represents a specific configuration of a tax engine that can be assigned to multiple order items. This object is available in API version 62.0 and later. -
TaxPolicy
Represents information about a group of tax treatments, where each treatment represents parameters to determine how a particular product is taxed for a transaction line item. Tax policies are related to products, which pass the policy on to the resulting order items and in turn the billing schedules. This object is available in API version 62.0 and later. -
TaxTreatment
Represents information about tax calculation by external engines. Each product requires a tax policy to determine whether to apply tax. Each tax policy requires at least one tax treatment. The tax treatments determine how taxable products are taxed. This object is available in API version 62.0 and later.