Revenue Cloud API Tutorial

Revenue Cloud is API-first—everything in the UI is accessible programmatically. This guide covers authentication, key APIs, and practical examples. All verified against official documentation.

Postman Collections: There’s a Subscription Management collection in the Salesforce Platform APIs (setup guide). A comprehensive RLM collection hasn’t been published yet. Legacy CPQ has a separate collection.

Quick Reference

API Versions (minimum requirements):

Endpoint Pattern: /services/data/v65.0/connect/{service}/...

• Pricing: /connect/pricing/...
• Quotes/Orders: /connect/qoc/...
• Catalog: /connect/pcm/...

Authentication

Use OAuth 2.0 Bearer Token. Full documentation.

Get an access token (Username-Password flow for dev/testing):

curl -X POST https://login.salesforce.com/services/oauth2/token \
  -d "grant_type=password" \
  -d "client_id=YOUR_CONSUMER_KEY" \
  -d "client_secret=YOUR_CONSUMER_SECRET" \
  -d "username=YOUR_USERNAME" \
  -d "password=YOUR_PASSWORD_AND_SECURITY_TOKEN"

Use the token in all API calls:

Authorization: Bearer {access_token}

Key APIs

Transaction Management (Quotes & Orders)

Create quotes/orders with integrated pricing. Docs

Create a quote:

curl -X POST https://yourinstance.salesforce.com/services/data/v65.0/connect/qoc/sales-transactions \
  -H "Authorization: Bearer TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "transactionType": "Quote",
    "accountId": "001XXXXXXXXXXXX",
    "pricebookId": "01sXXXXXXXXXXXX",
    "lineItems": [{"productId": "01tXXXXXXXXXXXX", "quantity": 1}]
  }'

Key endpoints:

• Place Sales Transaction - Create quote/order
• Create Order From Quote - Convert quote
• Initiate Amendment / Renewal - Asset lifecycle

Pricing Business APIs

Calculate prices, manage pricing recipes. Docs

• Price Context - Create pricing context
• Pricing Request - Calculate prices
• Pricing Input - Request format

Product Configurator APIs

Headless configuration with rules and instant pricing. Docs

Capabilities: load/save instances, add/update/delete nodes, rule enforcement (Validate, Exclude, Require, Auto-Add), instant pricing, custom UI support.

Product Catalog APIs

ConnectApi (Apex)

Native Apex access to these APIs—no auth handling needed. Docs

Rate Limits

Standard Salesforce limits apply. Full reference

Check usage: GET /services/data/v65.0/limits

Apex Example

public class RevenueCloudAPI {
    public static HttpResponse callAPI(String endpoint, String body) {
        HttpRequest req = new HttpRequest();
        req.setEndpoint(URL.getOrgDomainUrl().toExternalForm() + endpoint);
        req.setMethod('POST');
        req.setHeader('Authorization', 'Bearer ' + UserInfo.getSessionId());
        req.setHeader('Content-Type', 'application/json');
        req.setBody(body);
        return new Http().send(req);
    }
}

For production, use Named Credentials instead of UserInfo.getSessionId().

Troubleshooting

Debug checklist:

1. Test auth: GET /services/data/v65.0/
2. Verify API version is 60.0+
3. Check user has Revenue Cloud permissions
4. Use Workbench to test interactively

Resources

• Revenue Cloud Developer Guide
• Developer Guide PDF