Automation of revenue schedules

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Tareq

• June 20, 2017 08:18

Can we automate deferred revenue recognition schedules creation, as we have both the start and end dates in Salesforce and it's recognized evenly on a monthly basis? 

(we want the schedules and monthly revenue recognition journals to be automatically booked)

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  Rebecca Ralls

  • June 20, 2017 13:52

  Hi Tareq,

  You could definitely use a combination of Process Builder and Visual Workflow (Flows) to automate this process. You could set it to fire when the billing is posted, or just add a button to the billing to allow the user to fire the process when ready.

  If you are unfamiliar with these tools, here are a couple good places to start:

  Process Automation Trailhead path: https://trailhead.salesforce.com/en/modules/business_process_automation/units/process_whichtool

  Process Builder Trailhead path: https://trailhead.salesforce.com/en/projects/quickstart-process-builder/steps/quickstart-process-builder1

  Autolauched Flow example: https://trailhead.salesforce.com/en/projects/flow_calculate/steps/flow_calculate_prep

  Or if you're just looking for someone to do it for you, you can email me directly at rebeccaralls (at) gmail.com and we can discuss your requirements.

   

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