As an administrator, it’s useful to know the objects and terminology that’s involved in running and managing a process.
The data model below shows the relationships of the objects involved in Flexpricer’s Simple Subscription Billing. As context, within Flexpricer’s Simple Subscription Billing, you will hear and see us use the following terminology…
- Subscription Contracts are standard Salesforce Contracts with a record type of ‘Subscription’
- Subscriptions are junction records primarily between Contracts and Products that hold the current quantity of Subscription Products (standard Salesforce Products with Quantity Multiplier set to ‘Subscription’) associated with the Subscription Contract
- Billings are junction records primarily between Contracts and Opportunities that represent the total value of the Subscriptions that have been added to or amended on the Subscription Contract
- Billing Line Items are junction records primarily between Billings and Subscriptions that are created when a Subscription is created or quantity is amended
- Billing Journals relate to Contracts and record the total monthly apportionment of the Billing Line Items
- Billing Journal Line Items are junction records between Billing Journals and Billing Line Items that denote the individual Billing Line Items contributing to each Billing Journal
- Contracted Opportunities are standard Salesforce Opportunities that are used to create a Subscription Contract, Subscriptions, Billings, Billing Line Items, Billing Journals and Billing Journal Details
- Amendment Opportunities are standard Salesforce Opportunities that are used to amend Subscriptions and Billing Journals, and create Billings, Billing Line Items and Billing Journal Details
- Renewal Opportunities are standard Salesforce Opportunities with Opportunity Products for each of the Products currently active on subscription and which are created automatically when the Renewal Opportunity Creation Date on the Subscription Contract record is met
To bring these concepts together, it is easier to visualise the relationships between Flexpricer’s 5 custom objects (Subscriptions, Billings, Billing Line Items, Billing Journals, Billing Journal Line Items) and the 5 standard objects that we make use of:
- Account
- Contract
- Opportunity
- Opportunity Product (reference only)
- Product
