| name | rlm-business-apis |
| description | Revenue Cloud Business API reference for RLM v67.0 (Summer '26 / Release 262). Use when working with Revenue Cloud REST APIs, building integrations, writing Apex callouts, or answering questions about RLM API endpoints. Covers PCM, Product Discovery, Configurator, Pricing, Rate Management, Transaction Management, Usage Management, Billing, and Context Service APIs. |
Revenue Cloud Business APIs
API v67.0 (Summer '26 / Release 262). All endpoints use /services/data/v67.0/connect/ prefix on this branch. The Postman collection and per-domain reference docs under postman/docs/ are version-pinned to v66 (Release 260) and have not been re-extracted for v67 yet — endpoint shapes are stable across the bump but treat the docs as reference, not source of truth.
Quick Rules
- All endpoints:
/services/data/v67.0/connect/<domain>/ (the postman/docs/ references show v66.0 paths — substitute v67.0 when calling against a 262 org).
- Auth: Bearer token from
org_config.access_token.
- Context Service: must activate context definition before use.
- Pricing API computes prices — never write PBE records directly via API.
- Load per-domain reference docs from
postman/docs/ for full endpoint details.
API Domain Index
Base Path values below are relative to /services/data/v67.0 — i.e. /connect/pcm/ is actually /services/data/v67.0/connect/pcm/. The shorthand is used for table compactness; full prefix per Quick Rule #1 above.
| Domain | Base Path | Key Operations | Reference Doc |
|---|
| PCM | /connect/pcm/ | Catalogs, categories, products, attributes, bundles, classifications | pcm-business-apis-reference.md |
| Product Discovery | /connect/product-discovery/ | Context-aware product search with pricing, entitlements, guided selling | product-discovery-apis-reference.md |
| Product Configurator | /connect/product-configurator/ | Configuration flows, rule validation, attribute resolution | product-configurator-apis-reference.md |
| Pricing | /connect/core-pricing/ | Calculate prices, waterfalls, adjustments, promotion evaluation | pricing-business-apis-v66.md |
| Rate Management | /connect/core-rating/ | Rate plans, rating waterfalls, usage pricing | rate-management-apis-reference.md |
| Transaction Mgmt | /connect/transaction-management/ | Quotes, orders, assets, amendments, renewals, cancellations | transaction-management-apis-reference.md |
| Usage Mgmt | /connect/usage-management/ | Usage events, summaries, entitlements, grants | usage-management-apis-reference.md |
| Billing | /connect/billing/ | Invoice generation, credit memos, payments, billing schedules | billing-business-apis-reference.md |
| Context Service | /connect/context-service/ | Context definitions, mappings, context CRUD | context-service-apis-reference.md |
Common Patterns
Authentication
All APIs use standard Salesforce OAuth. Use Authorization: Bearer <access_token> header.
PCM vs Product Discovery
- PCM APIs (
/connect/pcm/): Direct catalog CRUD with standard REST semantics (GET/POST/PUT/PATCH). Admin/integration use cases.
- Product Discovery APIs (
/connect/product-discovery/): Context-aware, buyer-session-scoped catalog operations. All operations use POST. Apply context filters, entitlements, and pricing rules. Storefront/CPQ use cases.
Transaction Lifecycle APIs
The transaction management APIs follow a standard lifecycle:
Create Quote → Add Line Items → Configure → Price → Place Order → Create Assets
↓
Amend / Renew / Cancel
Key endpoints:
POST /connect/transaction-management/quotes — Create quotePOST /connect/transaction-management/quotes/{quoteId}/line-items — Add line itemsPOST /connect/transaction-management/quotes/{quoteId}/actions/place-order — Place orderPOST /connect/transaction-management/assets/{assetId}/actions/amend — Amend assetPOST /connect/transaction-management/assets/{assetId}/actions/renew — Renew asset
Pricing APIs
POST /connect/core-pricing/calculate — Calculate prices for a transactionGET /connect/core-pricing/waterfall/{lineItemId}/{executionId} — Pricing waterfall (audit trail)- Rate Management uses
/connect/core-rating/rate-plan for usage-based pricing
Billing APIs
- Invoice generation, credit/debit memos, payment application
- Billing batch operations for bulk processing
Context Service
Context definitions store session state and configuration across API calls. Used by Product Discovery, Pricing, and Configuration APIs to maintain buyer context.
Master Reference
For the complete cross-domain API reference extracted from the Release 260 (v66.0) developer guide — still the most complete cross-domain reference until a 262 (v67.0) extraction lands:
rlm-v260-business-apis-reference.md
Interactive Viewer
Open docs/api/index.html in a browser for a searchable, collapsible API reference with dark/light theme toggle.
Postman Collection
The postman/ directory contains the full Agentforce Revenue Management Postman collection for hands-on API testing.
