Transaction Management

Configure, price, and sell products with Transaction Management in Revenue Management. Transaction Management supports subscription lifecycles and ensures end-to-end integrity of your quotes and orders.

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled

Transaction Management Standard Objects

The Transaction Management data model provides objects and fields to manage transactions.
Transaction Management Fields on Standard Objects

Transaction Management adds standard and custom fields to some standard Salesforce objects. These fields are available only in orgs where Transaction Management is enabled.
Transaction Management Tooling API Objects

Tooling API exposes metadata used in developer tooling that you can access through REST or SOAP. Tooling API’s SOQL capabilities for many metadata types allow you to retrieve smaller pieces of metadata.
Transaction Management Platform Event

Use the QuoteSaveEvent event to notify subscribers after saving of a quote is processed.
Transaction Management Business APIs

Use the Transaction Management Business APIs to fetch instant pricing data on a quote or an order, to create a quote, or to create an order.
Transaction Management Apex Reference

Use built-in Apex classes and interfaces grouped by namespace.
Transaction Management Standard Invocable Actions

Learn more about the standard invocable actions available with Transaction Management.
Transaction Management Metadata API Types

Metadata API enables you to access some types and feature settings that you can customize in the user interface.

See Also

Salesforce Help: Permissions for Quote and Order Capture