Guide Reference

Getting Started

Customer
- What is a Customer?
- Customer-Salesforce Account Relationship
- Common Customer Scenarios
- Key Customer Fields

Contact Object
- What is a Contact?
- Common Contact Scenarios
- Key Contact Fields

Products
- About Price Books
- About Products
- Key Considerations for Products
- Publishing Products
- Product Data Model

Price and Discount Tags
- Key Considerations for Price Tags
- Price Tag Types in Self Service
- Price Tag Data Model
- About Price and Discount Tags

Orders
- New Orders
- Change Orders
- Draft Order PDF
- Order Activation
- Retrieve Orders

Lifecycle Management

Subscriptions
- Retrieve Subscriptions
- Update Subscriptions
- Retrieve Subscription Data for Client Side Pricing Engine

Invoices
- About Billing
- Retrieve Invoices

Release Notes and Roadmap
- Release notes 2503.1

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