Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Revenue Recognition Service Setup

Prepare the Revenue Recognition Service by configuring several revenue fields in Salesforce Billing.

Your admins may already have configured objects and fields in your org for use with the revenue recognition service. If they haven’t, read the following information.

To successfully pass a revenue recognition rule to the revenue recognition service, the rule’s revenue distribution methods and revenue recognition treatments require several picklist fields to have a value of Other. This value indicates that Salesforce Billing should override the default revenue recognition process and use parameters passed to the APEX service instead. When you’re configuring a revenue recognition rule for use with the service, make sure that the following fields have a value of Other.

Revenue Distribution Method: Full Recognition Date; Revenue Term End Date (Needed only for daily or monthly recognition); Revenue Term Start Date; Type
Revenue Recognition Treatment: Revenue Schedule Creation Action; Revenue Schedule Amount

If you’re upgrading to Salesforce Billing Spring ’20 from an earlier version, add Other as a picklist value to each of these fields before using the service.

Note

Salesforce Billing Developer Guide

Revenue Recognition Service Setup