Remember to enable Salesforce profile permissions for users working with finance
logging. (Salesforce Billing Managed Package)
Required Editions
Available in: Salesforce Billing Winter ’21 and later
Important You can’t update standard fields on a finance transaction or finance
balance snapshot after you create the record.
Task
Finance Transaction
Finance Balance Snapshot
Create finance transactions
Create
None
View finance transactions
Read
Read
View finance balance snapshots
Read
Read
Update custom finance transaction fields
Edit
None
Update custom finance balance snapshot fields
None
Edit
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