Set Up Revenue Source Objects and Fields for Analytics
Select the objects and fields that store opportunity and product-related information. Then initiate a request to create a CRM Analytics app for the configuration.
Required Editions
| Available in: Lightning Experience in Enterprise and Unlimited Editions where Financial Services Cloud is enabled. |
| User Permissions Needed | |
|---|---|
| To set up objects and fields: | RI for Fins Admin |
- On the Revenue Management Setup page, from the Configure Objects and Categories step, click Set Up Objects.
- From the Revenue Data Source list, find and select the standard or custom object that stores opportunity information.
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Provide account and user details.
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From the Account Reference list, find and select the field that’s a reference (lookup) to
the account information.
If there are multiple accounts, select a field that’s a reference to the primary account.
- From the User Reference list, find and select the field that’s a reference (lookup) to the user ID information of the account owner.
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From the Account Reference list, find and select the field that’s a reference (lookup) to
the account information.
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To provide the product-related information from the Revenue Data Source selected in step 2,
follow these steps:
- For Product Source, select From Revenue Data Source.
- From the Product list, find and select the field from Revenue Data Source that’s either a reference (lookup) to the product or the value that represents the product name.
- If the Product selected is a reference (lookup) to the product, from the Product Name list, find and select the field that stores the product name.
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To provide the product-related information from an object other than the Revenue Data
Source selected in step 2, follow these steps:
- For Product Source, select From Other Objects.
- From the Product Data Source list, find and select the object that stores both Opportunity and Product details. For example, OpportunityProduct.
- From the Revenue Data Source Reference list, find and select the field from the Product Source object that has a reference (lookup) to the Revenue Data Source object.
- From the Product list, find and select the field from Revenue Data Source that’s either a reference (lookup) to the product or the value that represents the product name.
- If the Product selected is a reference (lookup) to the product, from the Product Name list, find and select the field that stores the product name information.
- Save your changes.
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