You can implement customizations to automatically place a contract line item on hold, or release it for billing, when it meets certain conditions.
Do this by invoking the following Apex actions from a Salesforce flow, or from within Process Builder:
|
Category |
Apex Action | Apex Class | Purpose |
|---|---|---|---|
| Billing Contract | Place Contract Lines on Hold | ContractsServiceActionPlaceOnHold | Takes the ID of a billing contract line item and places that line on hold. |
| Billing Contract | Release Contract Lines for Billing | ContractsServiceActionReleaseForBilling | Takes the ID of a billing contract line item and releases that line for billing. |
To configure a Salesforce flow or Process Builder to use these actions, you must be assigned a permission set that includes access to the corresponding Apex classes. The classes are included in the following packaged permission sets:
- Billing Central API
- Billing Central - Contract - Apply Change Request
When configuring a Salesforce flow to invoke either of these actions, you must choose the option Optimize the Flow for: Actions and Related Records.
For more information about creating Salesforce flows, and using Process Builder, see the Salesforce Help.