Automation in Salesforce Billing

Automating Salesforce Billing processes, such as activating orders and posting invoices, helps streamline cash collection for customers. It also lowers the potential for errors from users making a mistake during manual process configuration. When you work with automated processes, we recommend reviewing when your managed package automation starts and finishes, so that it doesn't interfere with custom implemented record updates. (Salesforce Billing Managed Package)

• Roll-Up Summary Fields and Salesforce Billing Automation
  When you update a roll-up summary field, Salesforce triggers automation that runs off update triggers on the field’s object. Because Salesforce Billing uses many automated processes, we recommend thoroughly testing custom roll-up summaries and custom automation. That way, you reduce the risk of triggering a large number of automated processes, which can impact performance. (Salesforce Billing Managed Package)
• Automation Guidelines for Orders and Order Products
  Review use cases and guidelines for building automation on orders and order products. (Salesforce Billing Managed Package)
• Automation Guidelines for Invoices and Invoice Lines
  Review use cases and guidelines for building automation on invoices and invoice lines. (Salesforce Billing Managed Package)
• Trigger Context for Salesforce Billing Actions
  Certain Salesforce Billing actions cause Salesforce to fire automation trigger contexts on related objects. The trigger context determines whether Salesforce launches automated processes on related objects. When you create or edit custom automation in Salesforce Billing, we recommend reviewing these cascading update paths to ensure that you understand the results of changes made in custom automation. (Salesforce Billing Managed Package)
• Further Billing Automation Guidelines
  When you work with automation in Salesforce Billing, consider these guidelines. (Salesforce Billing Managed Package)