quote → cash
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Architecture

Integration architecture

Where Revenue Cloud stops and the rest of the finance stack starts.

Salesforce docs documented by SalesforceField experience observed on a real orgRecommended pattern what we recommendTo verify unverified
Integration architecture what to decouple, and why
SALESFORCE EXTENSION POINTS OUTSIDE entries orders Revenue Cloud quote → order → invoice Context service the data contract Tax adapter Apex Document generation on the context Ledger routing assignment rules ERP orders, stock Accounting journal entries Payment provider collection

Scroll the diagram sideways

The context service is the integration surface that matters: pricing, tax and document generation all read the same definition, so extending it once serves all three. Document generation in particular reuses the pricing context — which removes an entire data-extraction layer that older approaches needed.