Generate Accurate Revenue Reports with Bookings
Where: This change applies to Salesforce Classic and Lightning Experience in all Salesforce CPQ editions.
Who: Salesforce CPQ is offered for an extra cost. For pricing, contact your Salesforce account executive.
- If you’re using Lightning Experience, from Setup, in the Quick Find box, enter Object Manager, and then select Object Manager. Next, click Order, and then scroll to the Page Layouts section.
- If you’re using Salesforce Classic, from Setup, in the Quick Find box, enter Orders, and then select Page Layouts.
Once enabled, all your revenue specialists have to do is set the Bookings Indicator field according to your reporting requirements.