Enable Revenue Attributes for Revenue Lines and Workspace Search

For salespeople, revenue attributes, such as the recurring revenue, can be very valuable information when reviewing opportunity revenue lines. Salespeople can also use these attributes as filters to search for opportunities in Workspace.

Complete these setups to let your salespeople use revenue attributes effectively:

• Enable opportunity revenue attributes on opportunity revenue lines.
• Add the attributes as filters in Workspace.

Enable Attributes on Opportunity Revenue Lines

1. Sign in as the sales administrator or as a setup user and create and activate a sandbox.
2. Navigate to Configuration > Application Composer.
3. Expand Opportunity > Opportunity Revenue and click Pages.
4. Find the Details page layout and duplicate the standard layout.
5. Click the edit icon beside Revenue Edit Form.
6. Move these attributes from Available Fields to Selected Fields:
   • Price Type
   • Nonrecurring Revenue
   • Recurring Revenue
   • Usage Revenue
7. Click Save and Close.

Add Attributes as Filters in Workspace

Add the attributes as filters in the Workspace so that your users can use the filters to search for opportunities.

1. In Setup and Maintenance, use the Configure Adaptive Search task:
   • Offering: Sales
   • Functional Area: Sales Foundation
   • Task: Configure Adaptive Search
2. In the navigation pane in the Configure Adaptive Search page, go to Set up > Advanced.
3. In Objects Enabled for Adaptive Search, go to Opportunity > Revenue and select Opportunity Revenue.
4. Enable these attributes:
   • Price Type
   • Nonrecurring Revenue
   • Recurring Revenue
   • Usage Revenue
5. Click Save.
6. Go to Actions and select Partial Publish.
7. Select Opportunity in the Partial Publish window and click Proceed with Partial Publish.

   It might take a while for the application to publish your changes.

   Your users can add the new attributes as filters in Workspace and search for opportunities based on their values.

8. Add the revenue attributes as filters to Workspace:
   1. Navigate to Workspace.
   2. Click the edit icon in Filters.
   3. In the Edit Filters window, search for Price Type, Recurring Revenue, Non-Recurring Revenue, and Usage Revenue and move them from Available to Selected.
   4. Click OK.

      Use the filters to get the list of opportunities you want.