Download page Revenue Recognition for Administrators.
Revenue Recognition for Administrators
In this section, you can find out how Conga Revenue Recognition works and how to set it up.
|What's Covered||This 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 Audience||Finance Operation Manager, Finance Controller|
|IT Environment||Refer to the latest Revenue Recognition on Salesforce Winter 2019 Release Notes for information on System Requirements and Supported Platforms.|
|Updates||For a comprehensive list of updates to this section for each release, refer to What's New in Revenue Recognition Documentation topic.|
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: