In this section, you can find out how Conga Revenue Recognition works and how to set it up. 

What's CoveredThis section walks the Finance Manager through a set-up of the entire Revenue Recognition Process. It covers information and step-by-step instructions on setting up Revenue Recognition for your organization.
Primary AudienceFinance Operation Manager, Finance Controller
IT EnvironmentRefer to the latest Revenue Recognition on Salesforce Winter 2019 Release Notes for information on System Requirements and Supported Platforms.
UpdatesFor a comprehensive list of updates to this section for each release, refer to What's New in Revenue Recognition Documentation topic.
Other Resources

Revenue Recognition for Users: Refer to this documentation for detailed use cases of Revenue Recognition process.

CPQ for Administrators: Refer this documentation for setting up products, price lists, and constraint rules.

This section describes the following tasks: 

  • Setting up the revenue recognition process for your organization by defining custom settings

  • Adding callback classes to customize the revenue recognition process.
  • Creating custom filters for agreements.
  • Creating agreements in bulk.

Before using Revenue Recognition, you must be familiar with the following:

  • Basic Salesforce administration

  • Conga CPQ and Conga Contract Lifecycle Management administration

Select one of the following topics for more information: