Loading
Prepare for Email to Become the Default Login ExperienceRead More
Media Cloud
Prerequisites to Generate Revenue Schedules

You are here:

  1. Salesforce Help
  2. Docs
  3. Media Cloud

Prerequisites to Generate Revenue Schedules

Before sales managers and sales reps generate revenue schedules, they must make sure admins have completed the required set up and that opportunities and products for generating revenue schedules are correctly configured.

Required Editions

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

Admin Prerequisites

Make sure that the admin has:

  • Assigned the sales team the required permissions
  • Configured revenue scheduling and opportunity teams
  • Added object picklist values
  • Activated flows for Revenue Schedules for Media
  • Added the Revenue Schedule component to the Opportunity page layouts
  • Created Ad Availability Configuration records to set default revenue schedule preferences

To learn about set up for Revenue Scheduling for Media, see Set Up and Configure Revenue Schedules for Media.

Sales Team Prerequisites

Before generating revenue schedules for an opportunity, make sure that revenue scheduling is enabled for all the products in the opportunity.

Tip
Tip Instead of enabling revenue scheduling for products individually, the sales team can request the admin to automate the process to enabling revenue scheduling for products. See Revenue Scheduling Support for Products.

Things to Remember

You can regenerate revenue schedules for opportunities. If you regenerate the schedules, the existing schedules and opportunity product line item schedule actuals for all the opportunity products are deleted and can't be retrieved.

 
Loading
Salesforce Help | Article