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.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, and Unlimited editions with Media Cloud -
Advanced
Component Location
The component is available on page layouts that are created for the Opportunity object.
Admins can add the component either as a custom tab or as a section on Opportunity page
layouts.
Component Customizations
The component consists of a grid that
displays a set of fields by default as grid columns. Admins can add other standard and
custom fields as grid columns from these objects:
Ad Opportunity Product
Line Item Schedule
Opportunity Line Item Schedule Actual
Opportunity Product Split
Opportunity Product
Product
User
When adding fields to the component, the admin must ensure that they add these default
fields to the component:
Object
Field Label
Product
Name
Opportunity Line Item Schedule Actual
Adjusted Amount
Billed Amount
Booked Actual
Delivered Amount
End Date
Start Date
Last Modified Date
Line Item Schedule
Revenue
User
Name
Tip The Revenue Schedule component is most frequently used by the sales team. Before
adding fields to the component, admins can work with the sales team to know which
information is most relevant to them when working on revenue schedules.
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