Set Up and Configure Revenue Schedules for Media

Set up the features that enable sales teams to create and manage revenue schedules for opportunities.

• Role-Based Permissions for Revenue Schedules for Media
  Admins provide users access to capabilities based on the user's role in the company. In a publishing company, admins must ensure they have the required permissions to set up Revenue Schedules for Media and provide the sales team permissions that they require to generate and manage revenue schedules.
• Configure Features for Revenue Schedules for Media
  Turn on setting in your org that enable sales teams to generate revenue schedules and track actual revenue realized over time for opportunities.
• Required Picklist Values for Revenue Schedules for Media
  Add a set of picklist values are required for sales teams to generate revenue schedules for opportunity products.
• Flows for Revenue Schedules for Media
  Revenue Schedules for Media provides preconfigured flows to create or update ad opportunities and ad opportunity product records. These flows automate the process of creating the required records for media business-specific revenue schedules. Admins must activate the preconfigured flows. Based on the company's business requirements, admins can customize and extend the flows based on their requirements.
• Revenue Schedule Lightning Component for Media
  The Revenue Schedule Lightning Component is the primary component that sales teams interact with when generating and managing revenue schedules for opportunities. Admins must add the component to Opportunity page layouts that the company's sales teams have access to.
• Set Default Preferences for Revenue Schedule for Media
  Admins can decide the default selections and behavior of the Revenue Schedule component. These default help sales teams generate and manage revenue schedules with minimal clicks. The defaults that admins configure are applicable for everyone who uses the Revenue Schedule component.
• Revenue Scheduling Support for Products
  Sales teams can only generate revenue schedules for products that have revenue scheduling enabled. If revenue scheduling isn't enabled for a product, sales teams can't generate revenue schedules for opportunities that consist of the product. To help sales teams save time, admins can automate the process of turning on revenue scheduling for new and existing products.