Manage Your Billing Processes with Salesforce Billing

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Guidelines for Finance Logging

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Guidelines for Finance Logging

When you’re getting ready to work with finance transactions, consider important guidelines. (Salesforce Billing Managed Package)

Available in: Salesforce Billing Winter ’21 and later

Finance transactions and finance balance snapshots support custom fields with updatable values. You can change the values of custom fields at any time, but you can’t change a finance transaction or finance balance snapshot's standard fields after you've created the record.
Salesforce Billing supports sharing for finance transactions and finance balance snapshots.
Salesforce Billing doesn’t support changing the picklist values of standard finance transaction fields.
Finance Transaction and Finance Balance Snapshot records don't count towards your storage usage limit.

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