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Media Cloud
Key Roles and Responsibilities in Revenue Schedules for Media

Key Roles and Responsibilities in Revenue Schedules for Media

Learn about the different user personas involved in implementing Revenue Schedules for a publishing and managing the publisher's opportunity revenue schedules.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud - Advanced
Role Responsibilities
Admin

Performs the one-time setup tasks in Salesforce to enable sales teams to manage opportunity revenue schedules.

  • Provides sales teams access to generate and manage revenue schedules
  • Configures features that enable the sales teams to generate and manage revenue schedules
  • Create revenue schedule-specific picklist values
  • Activates preconfigured flows
  • Configures default preferences for revenue schedule generation
Sales manager and sales reps

Manages tasks related to managing revenue schedules for opportunities.

  • Generates revenue schedules for opportunities
  • Adjusts revenue schedules based on actual revenue
System integrators Performs the one-time integration tasks to integrate the publisher's Salesforce instance with their external billing system.
 
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