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.

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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

build subscriptions based on master subscriptions,
build subscriptions based on accordingly configured parent-child objects, or
build subscriptions based on a data mapping.

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. If the referenced field is of the type `Date/Time`, the operator `DATEVALUE` must precede the referenced field, like `DATEVALUE(<datetime_field>)`.
	ON_EndDate	Formula(Date)	To be created, specifies the service period end of the subscription. If the referenced field is of the type `Date/Time`, the operator `DATEVALUE` must precede the referenced field, like `DATEVALUE(<datetime_field>)`.
	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. In the simplest use case, you just name the template to use. If necessary, however, you use a formula that returns a dedicated template according to your specific criteria – target region, business entity, product group, etc.
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. If the referenced field is of the type `Date/Time`, the operator `DATEVALUE` must precede the referenced field, like `DATEVALUE(<datetime_field>)`.
	ON_EndDate	Formula(Date)	To be created, specifies the service period end of the item. If the referenced field is of the type `Date/Time`, the operator `DATEVALUE` must precede the referenced field, like `DATEVALUE(<datetime_field>)`.
	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
	ON_InvoiceLineItemType	Text(255) Formula(Text)	To be created, specifies the type of the invoice line item to be built from the subscription item.