Revenue - Salesforce Billing (Managed Package) - Set Up Field History Tracking Salesforce Billing

Unexpected Revenue - Salesforce Billing behavior can be difficult to troubleshoot when changes to key field values are not captured. If Field History Tracking is not enabled on important billing, invoice, order, or usage fields, administrators may not be able to determine when a value changed or which user or automation made the update.

Enable Field History Tracking on the most relevant Salesforce Billing and CPQ fields for your business process. The following fields are commonly useful to track.

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, especially when 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 for 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 than 20 fields need to be tracked on an object, refer to the Salesforce guidance for increasing the number of fields available for Field History Tracking per entity.