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Set up Field Tracking History for Salesforce Billing

Дата публикации: Apr 30, 2026
Описание
Salesforce Billing uses several fields across CPQ and Billing objects where Field Tracking History can make troubleshooting easier to diagnose unexpected behaviors. Each object is allowed 20 fields to be tracked in Field Tracking History. Learn how to configure Field History tracking here. As a starting point, consider these Salesforce fields for which to track history and any field you find specific to your business case.
Решение

Order Fields

  • Activated by
  • Status
  • Billing Day of the Month
  • Bill Now
  • Invoice Batch

Order Product Fields

  • Bill Through Date Override
  • Billable Unit Price
  • Billed Amount (without tax)
  • Billed Tax (useful if you are using a tax integration package)
  • Contracted
  • Hold Billing
  • Invoice Run Processing Status
  • Last Charge To Date
  • Last Invoice Target Date
  • Next Billing Date
  • Next Charge Date
  • Override Next Billing Date
  • Pending Billing Amount (without tax)
  • Tax Calculation Status
  • Tax Error Message
  • Terminated Date

Invoice Fields

  • Status
  • Tax Status
  • AR Status
  • Action
  • Corrective Action (Payment Run)
  • Invoice Locked

Invoice Line Fields

  • Status
  • Tax
  • Tax Status
  • AR Status
  • Revenue Schedule Status
  • Legal Entity

Usage Summary Fields

  • Status
  • Invoice Run Processing Status
  • Unbilled Quantity
  • Unbilled Subtotal
  • Usage Count

Invoice Run Fields

  • Status
  • CleanUp Status
  • Apex Job Id
  • Completed Time


If more fields need to be tracked, refer to Increase the 'Number of Fields to Track History per Entity'.

Номер статьи базы знаний

000380523

 
Загрузка
Salesforce Help | Article