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Billing for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

Conga Product Documentation

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Billing for Salesforce

Creating a Billing Plan

Custom Percent Field

You can configure a custom field to calculate the value of Percentage and Amount till 10 decimal places. This helps in avoiding rounding errors. To configure the custom field,

  1. Create a custom field on Billing Plan Item object. with Data Type as Percent and Decimal Places as 10.
  2. Register the API name of the field under Billing System Properties in Custom Billing Plan Item Percent API Name field.
    Note:

    The API name of the custom field created on the Billing Plan Item object and the Billing Plan Template Item should be same.

    Note:

    To apply custom percentage field to existing billing plans, see Post-Installation Configurations.

User Guide
Billing

June 5, 2025