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Best Practice: Subscription Builder Source Data

Automatic subscription building helps managing subscriptions if your business requires to deal with a large or variable – read: increasing – number of subscriptions.

The way to set up the subscription builder depends on the nature of your products, your sales use cases and the representation of your source data in Salesforce.

The subscription builder requires a number of ON fields on objects if you

ON fields are directly mapped to the subscription or item fields. Custom fields that are not starting with ON_ can only be referenced and used by a data mapping, or, in case of subscription updates, via the field list in ON_FieldsToUpdate.

Note

This article gives an overview of typically used fields on account/contact as well as on target objects (with master subscriptions) and parent/child objects (of a parent-child relationship).

The appropriate configuration may always vary depending on your individual business requirements.

For additional options, see Subscription Builder Setup Options.

Object Field Data Type Notes
Account Billing City Standard Salesforce field, part of the billing address on the invoice.
Billing Country Standard Salesforce field, part of the billing address on the invoice.
Billing Postal Code Standard Salesforce field, part of the billing address on the invoice.
Billing Street Standard Salesforce field, part of the billing address on the invoice.
ON_Tenant Text(255)
Formula(Text)
To be created, specifies the associated business entity.
ON_DebtorNo Formula(Text) To be created, specifies the customer-specific debtor number, used to set the contra account in booking details.
ON_Region Formula(Text) To be created, specifies the (invoice) region to control tax rules.
ON_VATNumber Formula(Text) To be created, specifies the VAT number of the account, used for the VAT number validation.
Contact Account Name Standard Salesforce field, the associated account.
Email Standard Salesforce field, the invoice email recipient.
Target/Parent ON_Account Formula(Text) To be created, specifies the associated account.
ON_Subscription Lookup(Subscription) To be created, links to the related subscription.
ON_SubscriptionBuildError Text(255) To be created, shows the error message in case the subscription creation has failed.
ON_MasterSubscription Text(255)
Formula(Text)
To be created, required when using a master subscription. Specifies the name of the master subscription.
ON_MappingId
ON_Mapping
Text(255)/Formula(Text)
Text Area (Long)
To be created, specifies Salesforce record ID of the field mapping file or, respectively, the field mapping to define the data to be retrieved.
When using the data mapping to build or update subscriptions, either ON_MappingId or ON_Mapping is required.
ON_Tenant Text(255)
Formula(Text)
To be created, specifies the associated business entity if different from the account's business entity.
Billing City Standard Salesforce field on a number of objects, to be created with ON_ prefix on custom objects, overwrites the account's the billing address.
Billing Country Standard Salesforce field on a number of objects, to be created with ON_ prefix on custom objects, overwrites the account's the billing address.
Billing Postal Code Standard Salesforce field on a number of objects, to be created with ON_ prefix on custom objects, overwrites the account's the billing address.
Billing Street Standard Salesforce field on a number of objects, to be created with ON_ prefix on custom objects, overwrites the account's the billing address.
ON_StartDate Formula(Date) To be created, specifies the service period start of the subscription.
ON_EndDate Formula(Date) To be created, specifies the service period end of the subscription.
ON_UseCase Formula(Text)
Picklist
To be created, defines the use case (NEW, UPGRADE, REORDER) to create or modify the subscription.
ON_AutoRenewal Picklist To be created, defines the number of days or months to extend the subscription, setting up the subscription for automatic renewal.
ON_CancelationTerm Picklist To be created, defines the cancelation terms for the subscription.
ON_InvoicePaymentMethod Picklist To be created, specifies the preferred payment method to be used for invoices created from this subscription.
ON_PaymentDue Number
Formula(Number)
To be created, defines the payment due period of the invoice.
ON_CurrencyIsoCode Formula(Text) To be created, sets the subscription currency to the parent object currency if
a) you use multiple currencies and
b) the account currency differs from the parent object currency.
The formula is TEXT(CurrencyIsoCode).
ON_Template Text(255)
Formula(Text)
To be created, specifies the invoice template that is used to create invoices from this subscription.
Child ON_OrderNo Formula(Text) To be created, specifies the key to match source data to a subscription item, must be unique for each detail of the same master.
ON_Title Formula(Text) To be created, specifies the name or title of the item.
Required if the detail object is defined in the subscription build filter.
ON_Price Formula(Currency) To be created, specifies the net sales price of the item.
Required if the detail object is defined in the subscription build filter.
ON_Quantity Formula(Number) To be created, specifies the quantity of the item to be invoiced.
Required if the detail object is defined in the subscription build filter.
ON_Unit Picklist To be created, specifies the unit that is associated with this item.
ON_TaxRate Percent(3,3)
Formula(Percent)
To be created, specifies the applicable tax rate if fixed tax rates are used.
ON_ProductGroup Text(255)
Formula(Text)
To be created, specifies the product group, used for G/L account or center assignments.
ON_StartDate Formula(Date) To be created, specifies the service period start of the item.
ON_EndDate Formula(Date) To be created, specifies the service period end of the item.
ON_BillingType Formula(Text)
Picklist
To be created, specifies whether the object is invoiced once, on a recurring or a transactional base; possible values include One-Time, Recurring, Transactional.
ON_BillingPeriod Formula(Number) To be created, specifies the time interval (in months) for the item to be considered in an invoice run.
ON_BillingUnit Formula(Text)
Picklist
To be created, specifies the time frame (Day or Month) used for the price calculation of the billing period