Upgrade to Spring 2021

This Feature Console page performs updates that are relevant for recognition schedules. If you are upgrading from a version prior to Spring 2021 and you intend using recognition schedules, you must enable this feature.

To enable this feature:

  1. Click Perform on steps 1-3. When each step has completed, its Status changes from "Not Done" to "Done".
  2. Click Launch on step 4, then click Perform to assign a new Revenue Contract Lightning record page as the org default.
  3. When you have completed all the steps, use the Status slider in the Feature section to mark the feature as enabled.

If you are not using the Revenue Management Workspace, you must manually add the RM Actions Lightning component to a Lightning page as explained below.

For information about how to set up Revenue Management to generate recognition schedules for your own source objects, or for Certinia objects (Billing Contract, Billing Contract Line Item, Revenue Contract, Performance Obligation), see Additional Setup for Generating Recognition Schedules.

Manually Add the RM Actions Lightning Component to a Lightning Page

If you are not using the Revenue Management Workspace, add the RM Actions Lightning component to a Lightning page such as the Revenue Management Home Page:

  1. Open your Lightning page in the Lightning App Builder.
  2. In the list of components, find RM Actions.
  3. Drag it onto the page.
  4. If the RM Beta Actions Lightning component is on the page, delete it.
  5. Click Save and activate the Lightning page.

For more information about editing Lightning pages, see the Salesforce Help.