Guidelines for Account Balance Snapshots

To get the most from Account Balance Snapshots, review a few key guidelines. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Spring ’18 and later

Account Balance Snapshots record transaction records differently based on when the account balance run occurs relative to when the transaction record was created. When a balance snapshot run evaluates a transaction record, it includes only records that were created before the run launched. For example, let’s say your account balance run launches on February 05, 2017 at 1:00 P.M. After the run finishes, you create an unapplied payment record for $500 and then launch another run. In this case, your first account balance snapshot doesn’t contain data from your $500 payment, while your second balance snapshot does.
If you’re using multicurrency, Account Balance Snapshots pick up transaction records only if they match the currency on the balance snapshot scheduler that created the balance snapshot run. To pick up all records, create balance snapshot schedulers for each of your active currencies.
The balance snapshot run picks up invoices only if their due dates aren’t null. If you’re using custom payment terms, see Invoice Dates for information about setting up custom due dates.
The balance snapshot run picks up transaction records only if their status is Posted.

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