Engagement Fields

Here is a description of the fields on the Engagement object.

Key: R – Read-only

Engagement Fields

Field

 

Description

Account   Customer account this engagement relates to.
Description   Description of the engagement.
End Date   Date on which the engagement ends.
Engagement Number R Number of the engagement.
Start Date   Date on which the engagement starts.

Lightning Actions

Here is a description of the Lightning actions available on the Engagement object.

Engagement Lightning Actions
Action Description
Generate Revenue Contract

Creates a revenue contract for the engagement or updates the existing revenue contract linked to the engagement with new performance obligations. For more information, see Generating Revenue Contracts for Engagements.

Note:

This action is only available when Revenue Management is installed in your org. For more information, see Setting up Revenue Management for Engagements.