Configure Salesforce Billing to Coexist with Revenue Cloud

Create a Custom Field on Orders

Create a custom picklist field on the Order object.

1. From the object management settings for orders, go to Fields & Relationships.
2. Click New, select Picklist as the data type, and click Next.
3. Enter Salesforce Billing Order Processing as the field label.
4. Select Enter values, with each value separated by a new line and enter Skip as the picklist value.
5. Enter SalesforceBillingOrderProc as the field name and click Next.
6. Define the necessary field-level security for the appropriate user profiles and click Next.
7. Add the field to the appropriate page layouts.
8. Save your changes.
   

Create a Billing Rule

1. Create a billing rule.
2. Enter the name as Do Not Invoice.
3. Select No as the Generate Invoice value.
   

Create a Tax Rule

1. Create a tax rule.
2. Enter the name as Do Not Tax.
3. Select No as the Taxable (Yes/No) value.
   

Create Revenue Recognition Rule

1. Create a revenue recognition rule.
2. Enter the name as Do Not Recognize.
3. Select No as the Create Revenue Schedule? value.
   

Create Orders in Revenue Cloud

Create Order records in Revenue Cloud by using Place Order API.

1. Create a Revenue Cloud order by using Place Order API.
2. In your API request, specify these values.

   Order.SalesforceBillingOrderProcessing__c	Skip
   OrderItem.blng__BillingRule__c	do_not_invoice_billing_rule_record_id
   OrderItem.blng__TaxRule__c	do_not_tax_rule_record_id
   OrderItem.blng__RevenueRecognitionRule__c	do_not_recognize_revenue_recognition_rule_record_id

   The API payload will structure these details within the graph and record arrays for the Order, App Usage Assignment, Order Action, and Order Item objects.

Example

POST /commerce/sales-orders/actions/place       

{
  "pricingPref": "Skip",
  "configurationInput": "Skip",
  "graph": {
    "graphId": "1",
    "records": [ {
      "referenceId": "refOrder",
      "record": {
        "attributes": {
          "type": "Order",
          "method": "POST"
        },
        "Status": "Draft",
        "AccountId": "001xx000003GgZH",
        "EffectiveDate": "2025-02-01",
        "Pricebook2Id": "01sxx0000005tFu",
        "SalesforceBillingOrderProc__c": "Skip"
      }
    }, {
      "referenceId": "refAppTag",
      "record": {
        "attributes": {
          "type": "AppUsageAssignment",
          "method": "POST"
        },
        "AppUsageType": "RevenueLifecycleManagement",
        "RecordId": "@{refOrder.id}"
      }
    }, {
      "referenceId": "refOrderAction",
      "record": {
        "attributes": {
          "type": "OrderAction",
          "method": "POST"
        },
        "OrderId": "@{refOrder.id}",
        "Type": "Add"
      }
    }, {
      "referenceId": "refOrderItem",
      "record": {
        "attributes": {
          "type": "OrderItem",
          "method": "POST"
        },
        "OrderId": "@{refOrder.id}",
        "OrderActionId": "@{refOrderAction.id}",
        "PricebookEntryId": "01uxx0000008zeM",
        "ServiceDate": "2025-02-01",
        "EndDate": "2026-01-31",
        "PricingTermCount" : 12.0,
        "Quantity": 2.0,
        "UnitPrice": 100.0,
        "NetUnitPrice": 100.0,
        "TotalLineAmount": 2400.0,
        "PeriodBoundary": "AlignToCalendar",
        "BillingFrequency2": "Monthly",
        "blng__BillingRule__c": "a1Txx00000052Fm",
        "blng__TaxRule__c": "a2Lxx0000004D1s",
        "blng__RevenueRecognitionRule__c": "a2Dxx000000ybRl"
      }
    } ]
  }
}