Finance Logging

Finance transactions show details about a financial action performed against one of your financial records. Finance balance snapshots show details on the state of a header-level financial record's financially significant values following an action. Use Salesforce and Tableau reports to track important financial information and address aging or bad debt circumstances across all the records affected by a financial action. (Salesforce Billing Managed Package)

Required Editions

Available in: Salesforce Billing Winter ’21 and later

Note You can’t delete finance transactions and finance balance snapshot records, but they don’t count towards your storage limits.

• Get Started with Finance Logging
  Finance transactions show details about any type of financial action performed in your Salesforce org. Finance balance snapshots show the state of a header-level financial object's financially significant values following an action. Use Salesforce and Tableau reports to track important financial information and address aging or bad debt circumstances across all the records affected by a financial action. (Salesforce Billing Managed Package)
• Guidelines for Finance Logging
  When you’re getting ready to work with finance transactions, consider important guidelines. (Salesforce Billing Managed Package)
• Permissions for Finance Logging
  Remember to enable Salesforce profile permissions for users working with finance logging. (Salesforce Billing Managed Package)
• Create an As Of Date Balance Report with Finance Logging and Tableau
  Create an As Of Date balance report in Tableau to allow finance users to review balances of top-level financial records by a date set by the user. The Tableau report uses finance balance snapshot data exported as a spreadsheet from Salesforce Billing. (Salesforce Billing Managed Package)
• Finance Transaction Fields
  Finance transactions allow customers to view the state of balances, totals, and other important financial data on an entity in response to a financial action. These records can’t be deleted. (Salesforce Billing Managed Package)
• Finance Balance Snapshot Fields
  Finance balance snapshots inherit the financial details of finance transactions related to header-level billing objects. You can then use Salesforce reports to track important financial information and address aging or bad debt circumstances across all the records affected by a financial action. These records can’t be deleted. This object is available in API version 49.0 and later. (Salesforce Billing Managed Package)