Trigger Context for Salesforce Billing Actions

Certain Salesforce Billing actions cause Salesforce to fire automation trigger contexts on related objects. The trigger context determines whether Salesforce launches automated processes on related objects. When you create or edit custom automation in Salesforce Billing, we recommend reviewing these cascading update paths to ensure that you understand the results of changes made in custom automation. (Salesforce Billing Managed Package)

Each table lists a Salesforce Billing action in the first row, and Salesforce Billing processes related to that action in the rows below. The Trigger Context Fired column shows the Salesforce Billing update triggers that fire for each object related to the action or process.

Actions	Trigger Context Fired	Notes
Create an invoice from an invoice scheduler or the Bill Now field	Order Item Before Update After Update Invoice Before Insert After Insert Before Update After Update Invoice Line Before Insert After Insert Before Update After Update Account Before Update After Update	None
`QueueableRevenueSchedule`	Invoice Line Before Update After Update Revenue Schedule Before Insert After Insert	Triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.
`QueueableRevenueTransaction`	Revenue Schedule Before Update After Update Revenue Transaction Before Insert After Insert	Triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.

Actions	Trigger Context Fired	Notes
Select Ordered on the quote	Quote Before Update After Update Order Before Insert After Insert Order Item Before Insert After Insert Before Update After Update	None
`OrderPriceCalculationQueueable`	Price Schedule Before Insert After Insert Price Tier Before Insert After Insert Order Item Before Update After Update	`OrderPriceCalculatorService` adds a job to the queue with the listed price schedule, price tier, and order item actions.
`OrderPriceCalculationFuture`	Price Tier Before Update After Update	None

Actions	Trigger Context Fired	Notes
Select Ordered on the quote	Quote Before Update After Update Order Before Insert After Insert Order Item Before Insert After Insert Before Update After Update	None
`OrderPriceCalculationQueueable`	Price Schedule Before Insert After Insert Price Tier Before Insert After Insert Order Item Before Update After Update	`OrderPriceCalculatorService` adds a job to the queue with the listed price schedule, price tier, and order item actions.

Actions	Trigger Context Fired	Notes
Order Activation	Order Item Before Update After Update Order Before Update After Update	None
`QueueableRevenueSchedule`	Revenue Schedule Before Insert After Insert	Record updates occur only when using order-based revenue recognition.
`QueueableRevenueTransaction`	Revenue Schedule Before Update After Update	Record updates occur only when using order-based revenue recognition.

Actions Trigger Context Fired Notes

Actions	Trigger Context Fired	Notes
Select Contracted on the order `QueueableContractOrdersClient`	Contract Before Insert After Insert Before Update After Update Subscription Before Insert After Insert Before Update After Update Asset Before Insert After Insert Before Update After Update Order Before Update After Update Order Item Before Update After Update	Asset updates occur only for products that generate assets during the contracting process.

Select Contracted on the order

QueueableContractOrdersClient

Contract: Before Insert; After Insert; Before Update; After Update
Subscription: Before Insert; After Insert; Before Update; After Update
Asset: Before Insert; After Insert; Before Update; After Update
Order: Before Update; After Update
Order Item: Before Update; After Update

Asset updates occur only for products that generate assets during the contracting process.

Actions	Trigger Context Fired	Notes
Create an invoice from an invoice scheduler or the Bill Now field	Order Item Before Update After Update Invoice Before Insert After Insert Before Update After Update Invoice Line Before Insert After Insert Before Update After Update Account Before Update After Update	None
`QueueableRevenueSchedule`	Invoice Line Before Update After Update Revenue Schedule Before Insert After Insert	Triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.
`QueueableRevenueTransaction`	Revenue Schedule Before Update After Update Revenue Transaction Before Insert After Insert	Triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.

Actions	Trigger Context Fired	Notes
Post invoices outside of a batch process	Invoice Before Update After Update Invoice Line Before Update After Update Order Item Before Update After Update	None
`QueueableRevenueSchedule`	Invoice Line Before Update After Update Revenue Schedule Before Insert After Insert	Revenue schedule triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.
`QueueableRevenueTransaction`	Revenue Schedule Before Update After Update Revenue Transaction Before Insert After Insert	Triggers fire only for Salesforce Billing orgs using invoice-based revenue recognition.

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