Download page Creating Agreements in Bulk.
Creating Agreements in Bulk
You can now create Revenue Agreement records in bulk when you import multiple order line records belonging to multiple orders in your Salesforce Org. When you import multiple activated order line records using a third party data loader tool, Revenue Recognition validates the order line data and creates Revenue Agreements for all the activated order line items. One revenue agreement is created for each order.
After successful submission of the order line items through the data loader, you will receive a pop-up notification indicating the number of agreement records created successfully and unsuccessfully.
Conga recommends the following batch job size for creating bulk agreements:
- Batch job size: 50
- No of orders: 50
- No of order line items in each order: 100
The recommended batch job size numbers are tested in a vanilla out-of-the-box version of the product. The numbers might vary varies based on the customizations done in your Salesforce instance of Revenue Recognition.
Processing Agreements in Bulk
You can activate and update Revenue Agreement records in bulk by inserting multiple agreement records in your Salesforce Org. When you import multiple agreement records using a third party data loader tool, Revenue Recognition activates and updates all the agreements. You can update Start Date, End Date, Agreement Status and all the other fields of agreement object.