Metadata Changes when Enabling Revenue Cloud Connector

When you enable the Revenue Cloud Connector to integrate Revenue Management and Salesforce Revenue Cloud, the following fields are created on Salesforce objects:

Object	Field	Description
Product2	Standalone Selling Price	The price for one of this product when sold on its own.
Product2	Unit Cost	The cost per unit associated with this product.
Revenue Recognition Treatment	Revenue Recognition Template	Lookup to the Revenue Management recognition template that you want to associate with the revenue treatment. When you assign a Salesforce revenue recognition rule with this revenue treatment to a product, the product inherits the lookup to the recognition template.
Order	Legal Entity	Lookup to a legal entity. You must ensure that this field is populated. It is necessary for Revenue Management to group its transaction lines correctly so that all the lines on a revenue recognition transaction are for the same legal entity. (This is in addition to populating the Legal Entity field on your order products which is required by Salesforce.)
	Revenue Recognition Template	Lookup to a template for recognizing revenue on the order. This field is not used by the standard integration which recognizes revenue on objects that are lower in the object hierarchy.
	Total Cost	The total cost associated with this order.
Order Product (API Name: OrderItem)	% Complete	A field containing the order product's % complete. This field is required when using the % Complete template type.
	Amortized to Date	Stores the cost amount that has been amortized to date for the order product. The value updates each time revenue recognition transactions are committed for the order product.
	Balance Sheet GLA	The balance sheet GLA to use for revenue values for the order product.
	Delivered	A checkbox indicating that the order product has been delivered. This field is required when using the Deliverable template type.
	Include in Revenue Recognition	Indicates whether or not the order product is included for revenue recognition. For information about when this field is selected automatically, see Integrating Revenue Management and Salesforce Revenue Cloud.
	Income Statement GLA	The income statement GLA to use for revenue values for the order product.
	Per Unit Standalone Selling Price	The price for one unit of the related product when sold on its own. You must complete the steps in Configuring a Salesforce Flow to Calculate SSP on Source Records to populate this field from the product's SSP.
	Recognized to Date	Stores the revenue amount that has been recognized to date for the order product. The value updates each time revenue recognition transactions are committed for the order product.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the order product is fully recognized. The order product is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the order product.
	Standalone Selling Price	The standalone selling price (SSP) to be carried over to the revenue contract. This is Per Unit SSP * Quantity, or (Per Unit SSP * Quantity) * Prorate Multiplier if a prorate multiplier value is supplied.
	Total Cost	The order product's unit cost multiplied by quantity.
	Unit Cost	The cost per unit associated with this order product.
Usage Summary	Amortized to Date	Stores the cost amount that has been amortized to date for the usage summary. The value updates each time revenue recognition transactions are committed for the usage summary.
	Balance Sheet GLA	The balance sheet GLA to use for revenue values for the usage summary.
	Include in Revenue Recognition	Indicates whether or not the usage summary is included for revenue recognition. Note: By default, usage summaries are not included for revenue recognition. If you want to use Usage Summary as a source object, see Using Usage Summary as a Source Object.
	Income Statement GLA	The income statement GLA to use for revenue values for the usage summary.
	Recognized to Date	Stores the revenue amount that has been recognized to date for the usage summary. The value updates each time revenue recognition transactions are committed for the usage summary.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the usage summary is fully recognized. The usage summary is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the usage summary.
	Standalone Selling Price	The standalone selling price (SSP) to be carried over to the revenue contract. This is the related order product's Per Unit SSP * total quantity.
	Total Cost	The usage summary's unit cost multiplied by total quantity.
	Unit Cost	The cost per unit associated with this usage summary.
Invoice	Revenue Recognition Template	Lookup to a template for recognizing revenue on the invoice. This field is not used by the standard integration which recognizes revenue on objects that are lower in the object hierarchy.
Invoice Line	Amortized to Date	Stores the cost amount that has been amortized to date for the invoice line. The value updates each time revenue recognition transactions are committed for the invoice line.
	Balance Sheet GLA	The balance sheet GLA to use for revenue values for the invoice line.
	Include in Revenue Recognition	Indicates whether or not the invoice line is included for revenue recognition. For information about when this field is selected automatically, see Integrating Revenue Management and Salesforce Revenue Cloud.
	Income Statement GLA	The income statement GLA to use for revenue values for the invoice line.
	Recognized to Date	Stores the amount that has been recognized to date for the invoice line. The value updates each time revenue recognition transactions are committed for the invoice line.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the invoice line is fully recognized. The invoice line is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the invoice line.
	Standalone Selling Price	The standalone selling price (SSP) to be carried over to the revenue contract. This is the related order product's Per Unit SSP * quantity.
	Total Cost	The invoice line's unit cost multiplied by quantity.
	Unit Cost	The cost per unit associated with this invoice line.
Credit Note	Revenue Recognition Template	Lookup to a template for recognizing revenue on the credit note. This field is not used by the standard integration which recognizes revenue on objects that are lower in the object hierarchy.
	Revenue Recognition Value	Holds the inverse amount of the credit note's Subtotal field. This field is required for running revenue recognition against credit notes.
Credit Note Line	Amortized to Date	Stores the cost amount that has been amortized to date for the credit note line. The value updates each time revenue recognition transactions are committed for the credit note line.
	Balance Sheet GLA	The balance sheet GLA to use for revenue values for the credit note line.
	Include in Revenue Recognition	Indicates whether or not the credit note line is included for revenue recognition. For information about when this field is selected automatically, see Integrating Revenue Management and Salesforce Revenue Cloud.
	Income Statement GLA	The income statement GLA to use for revenue values for the credit note line.
	Recognized to Date	Stores the amount that has been recognized to date for the credit note line. The value updates each time revenue recognition transactions are committed for the credit note line.
	Revenue Recognition Complete	A checkbox that is automatically set by the revenue recognition process when the credit note line is fully recognized. The credit note line is then ignored by future revenue recognition processes.
	Revenue Recognition Template	Lookup to the template used to recognize revenue for the credit note line.
	Revenue Recognition Value	Holds the inverse amount of the credit note line's Subtotal field. This field is required for running revenue recognition against credit note lines.
	Standalone Selling Price	The standalone selling price (SSP) to be carried over to the revenue contract. If the Standalone Selling Price Override is blank, the subtotal is used.
	Standalone Selling Price Override	The standalone selling price you want to use for the credit note line.
	Total Cost	The credit note line's cost.

The following fields are created on Revenue Management objects:

Object	Field	Description
Revenue Recognition Transaction Line	Credit Note	Lookup to the credit note associated with this transaction line.
	Credit Note Line	Lookup to the credit note line associated with this transaction line.
	Invoice	Lookup to the invoice associated with this transaction line.
	Invoice Line	Lookup to the invoice line associated with this transaction line.
	Order	Lookup to the order associated with this transaction line.
	Order Product	Lookup to the order product associated with this transaction line.
	Usage Summary	Lookup to the usage summary associated with this transaction line.
Performance Obligation Line Item	Credit Note Line	Lookup to the credit note line associated with this performance obligation line item.
	Invoice Line	Lookup to the invoice line associated with this performance obligation line item.
	Order Product	Lookup to the order product associated with this performance obligation line item.
	Usage Summary	Lookup to the usage summary associated with this performance obligation line item.

Settings Records

This table lists the settings records that are created for the source objects.

	Order	Order Product	Usage Summary	Invoice	Invoice Line	Credit Note	Credit Note Line
Settings Name	Order	Order Product	Usage Summary	Invoice	Invoice Line	Credit Note	Credit Note Line
Settings Level	Primary	Level 2	Level 3	Level 2	Level 3	Level 3	Level 4
Parent Settings		Order	Order Product	Order	Invoice	Invoice	Credit Note
Object	Order	OrderItem	blng__UsageSummary__c	blng__Invoice__c	blng__InvoiceLine__c	blng__CreditNote__c	blng__CreditNoteLine__c
Parent Lookup		OrderId	blng__OrderProduct__c	blng__Order__c	blng__Invoice__c	blng__RelatedInvoice__c	blng__CreditNote__c
Value Type	Revenue	Revenue,Cost	Revenue,Cost	Revenue	Revenue,Cost	Revenue	Revenue,Cost
Settings Type	Actual	Actual	Actual	Actual	Actual	Actual	Actual
Grouped By	ffrrLegalEntity__c
Revenue Recognition Txn Line Lookup	ffrrOrder__c	ffrrOrderItem__c	ffrrUsageSummary__c	ffrrInvoice__c	ffrrInvoiceLine__c	ffrrCreditNote__c	ffrrCreditNoteLine__c
Display Information	AccountId	Product2Id	blng__OrderProduct__c	Name	blng__Product__c	Name	blng__Product__c
Description	Name	Description	Name	Name	Name	Name	Name
Start Date	EffectiveDate	ServiceDate	blng__SummaryStartDate__c	blng__InvoiceDate__c	blng__StartDate__c	blng__CreditNoteDate__c	blng__StartDate__c
End Date/Deliverable Date	EndDate	EndDate	blng__SummaryEndDate__c	blng__InvoiceDate__c	blng__EndDate__c	blng__CreditNoteDate__c	blng__EndDate__c
Active Field	Status	ffrrIncludeInRevenueRecognition__c	ffrrIncludeInRevenueRecognition__c	blng__InvoiceStatus__c	ffrrIncludeInRevenueRecognition__c	blng__Status__c	ffrrIncludeInRevenueRecognition__c
Active Value	Activated	TRUE	TRUE	Posted	TRUE	Posted	TRUE
Include Active Value	Include	Include	Include	Include	Include	Include	Include
% Complete		ffrrPercentComplete__c
Completed Field		ffrrDelivered__c	blng__Status__c		blng__InvoiceLineStatus__c		blng__Status__c
Completed Value		TRUE	Processed		Posted		Posted
Include Completed Value		Include	Include		Include		Include
Fully Recognized and Amortized		ffrrRevenueRecognitionComplete__c	ffrrRevenueRecognitionComplete__c		ffrrRevenueRecognitionComplete__c		ffrrRevenueRecognitionComplete__c
Total Revenue	TotalAmount	TotalPrice	blng__TotalRevenue__c	blng__Subtotal__c	blng__Subtotal__c	ffrrRevenueRecognitionValue__c	ffrrRevenueRecognitionValue__c
Recognized to Date Value		ffrrRecognizedToDate__c	ffrrRecognizedToDate__c		ffrrRecognizedToDate__c		ffrrRecognizedToDate__c
Balance Sheet GLA*	9000	ffrrBalanceSheetAccount__c	ffrrBalanceSheetAccount__c	9000	ffrrBalanceSheetAccount__c	9000	ffrrBalanceSheetAccount__c
Income Statement GLA*	9999	ffrrIncomeStatementAccount__c	ffrrIncomeStatementAccount__c	9999	ffrrIncomeStatementAccount__c	9999	ffrrIncomeStatementAccount__c
Fixed BS GLA Code	TRUE	FALSE	FALSE	TRUE	FALSE	TRUE	FALSE
Fixed IS GLA Code	TRUE	FALSE	FALSE	TRUE	FALSE	TRUE	FALSE
Total Cost		ffrrTotalCost__c	ffrrTotalCost__c		ffrrTotalCost__c		ffrrTotalCost__c
Amortized to Date Value		ffrrAmortizedToDate__c	ffrrAmortizedToDate__c		ffrrAmortizedToDate__c		ffrrAmortizedToDate__c
Balance Sheet GLA (Cost)*		9000	9000		9000		9000
Income Statement GLA (Cost)*		9999	9999		9999		9999
Fixed Balance Sheet (Cost)		TRUE	TRUE		TRUE		TRUE
Fixed Income Statement (Cost)		TRUE	TRUE		TRUE		TRUE

*The values 9000 and 9999 are placeholders. Replace them with the correct GLA codes for your business.

Settings Records for Use in Revenue Contracts

This table lists the settings records that are created for use with revenue contracts.

	Order Product	Usage Summary	Invoice Line	Credit Note Line
Settings Name	Order Product for Revenue Contract	Usage Summary for Revenue Contract	Invoice Line for Revenue Contract	Credit Note Line for Revenue Contract
Settings Level	Level 2	Level 3	Level 3	Level 4
Parent Settings	Order	Order Product	Invoice	Credit Note for Revenue Contract
Object	OrderItem	blng__UsageSummary__c	blng__InvoiceLine__c	blng__CreditNoteLine__c
Parent Lookup	OrderId	blng__OrderProduct__c	blng__Invoice__c	blng__CreditNote__c
Value Type	Revenue,Cost	Revenue,Cost	Revenue,Cost	Revenue,Cost
Settings Type	Actual	Actual	Actual	Actual
Use in Revenue Contract	TRUE	TRUE	TRUE	TRUE
POLI Source Lookup	ffrrOrderItem__c	ffrrUsageSummary__c	ffrrInvoiceLine__c	ffrrCreditNoteLine__c
Default Field Mapping Definition	[Auto-Generated]	[Auto-Generated]	[Auto-Generated]	[Auto-Generated]
Revenue Recognition Txn Line Lookup	ffrrOrderItem__c	ffrrUsageSummary__c	ffrrInvoiceLine__c	ffrrCreditNoteLine__c
Display Information	Product2Id	blng__OrderProduct__c	blng__Product__c	blng__Product__c
Description	Description	Name	Name	Name
Start Date	ServiceDate	blng__SummaryStartDate__c	blng__StartDate__c	blng__StartDate__c
End Date/Deliverable Date	EndDate	blng__SummaryEndDate__c	blng__EndDate__c	blng__EndDate__c
Active Field	ffrrIncludeInRevenueRecognition__c	ffrrIncludeInRevenueRecognition__c	ffrrIncludeInRevenueRecognition__c	ffrrIncludeInRevenueRecognition__c
Active Value	TRUE	TRUE	TRUE	TRUE
Include Active Value	Include	Include	Include	Include
% Complete	ffrrPercentComplete__c
Completed Field	ffrrDelivered__c	ffrrIncludeInRevenueRecognition__c	blng__InvoiceLineStatus__c	blng__Status__c
Completed Value	TRUE	TRUE	Posted	Posted
Include Completed Value	Include	Include	Include	Include
Fully Recognized and Amortized	ffrrRevenueRecognitionComplete__c	ffrrRevenueRecognitionComplete__c	ffrrRevenueRecognitionComplete__c	ffrrRevenueRecognitionComplete__c
Total Revenue	TotalPrice	blng__TotalRevenue__c	blng__Subtotal__c	ffrrRevenueRecognitionValue__c
SSP	ffrrStandaloneSellingPrice__c	ffrrStandaloneSellingPrice__c	ffrrStandaloneSellingPrice__c	ffrrStandaloneSellingPrice__c
Recognized to Date Value	ffrrRecognizedToDate__c	ffrrRecognizedToDate__c	ffrrRecognizedToDate__c	ffrrRecognizedToDate__c
Balance Sheet GLA	ffrrBalanceSheetAccount__c	ffrrBalanceSheetAccount__c	ffrrBalanceSheetAccount__c	ffrrBalanceSheetAccount__c
Income Statement GLA	ffrrIncomeStatementAccount__c	ffrrIncomeStatementAccount__c	ffrrIncomeStatementAccount__c	ffrrIncomeStatementAccount__c
Fixed BS GLA Code	FALSE	FALSE	FALSE	FALSE
Fixed IS GLA Code	FALSE	FALSE	FALSE	FALSE
Total Cost	ffrrTotalCost__c	ffrrTotalCost__c	ffrrTotalCost__c	ffrrTotalCost__c
Amortized to Date Value	ffrrAmortizedToDate__c	ffrrAmortizedToDate__c	ffrrAmortizedToDate__c	ffrrAmortizedToDate__c
Balance Sheet GLA (Cost)*	9000	9000	9000	9000
Income Statement GLA (Cost)*	9999	9999	9999	9999
Fixed Balance Sheet (Cost)	TRUE	TRUE	TRUE	TRUE
Fixed Income Statement (Cost)	TRUE	TRUE	TRUE	TRUE

*The values 9000 and 9999 are placeholders. Replace them with the correct GLA codes for your business then click Create Mappings on each Use in Revenue Contracts settings record to update the existing field mapping definition with the new codes.