Further Billing Automation Guidelines

When you work with automation in Salesforce Billing, consider these guidelines. (Salesforce Billing Managed Package)

When you build automation or custom fields on the account object, consider how these customizations behave downstream in the CPQ and Billing workflow. For example, let's say you create rollup fields on your account for posted invoices with open balances. Whenever you post an invoice, evaluate whether your posting action causes any of your custom account automations to fire. In some cases, you may also have invoice automation triggered by account updates.

When you automate invoice processes such as posting, evaluate how invoice runs affect your automation. For example, if you use invoice runs to automatically post your invoices, ensure competing rules don’t change the invoice status at the same time.

When you post invoices, Salesforce Billing updates invoice-related fields on order products related to the invoice's invoice lines. It also updates invoice-related fields on orders.

When you combine multiple instances of custom automation together, you may encounter the System.LimitException: Too many queueable jobs added to the queue: 2. error. To avoid this error, we recommend breaking up synchronous processing by using either platform events or future callouts in Apex.