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Manage Your Billing Processes with Salesforce Billing
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            Mapping Custom Salesforce Billing Fields Between Objects

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            Mapping Custom Salesforce Billing Fields Between Objects

            Certain pairs of Salesforce Billing objects pass custom field values from the first object to the second object when the second object is created. The values pass if the custom fields are editable, have matching field types, and have matching API names. We call these field pairs “twin fields.” (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions
            Important
            Important
            • To map one field to another, you need Read access on the source field and Edit access on the target field.
            • Standard fields and package fields can't map to or from any other fields.
            • Salesforce Billing can't map values from a formula field that returns text to a text field.

            Objects in Column 1 pass field values to custom fields with matching types and API names from the objects in Column 2.

            Column 1 Column 2
            Credit Note Line Revenue Schedule
            Debit Note Line Revenue Schedule
            Invoice

            Credit Note

            Note
            Note Invoice fields map to credit note fields automatically when you click Cancel and Rebill. To manually create a credit note on your invoice and map the invoice fields, provide a lookup to the invoice record on the credit note’s Source Invoice field.
            Invoice Line Credit Note Line
            Invoice Line Payment Allocation Invoice Line
            Payment Allocation Invoice Line (Custom Field Type: Allocation)

            Payment Allocation Invoice Line (Custom Field Type: Unallocation)

            Note
            Note When a payment is unallocated from an invoice line, the custom fields on the payment allocation invoice line of type Allocation are transferred to a payment allocation invoice line of type Unallocation.
            Invoice Line Revenue Schedule
            Order Product Invoice Line
            Order Product Revenue Schedule
             
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