1 Reply Latest reply on Oct 25, 2016 9:22 AM by Alan Asher

    Pulling Revenue Schedules from Salesforce

    Aashish Shukla

      Hello Everyone!

       

      I am attempting to pull scheduled revenue out of Salesforce and into Tableau.  I had no problem finding the table where the revenue schedule is held "Line Item Schedule".  What I'm having trouble doing is joining the Line item Schedule table back to the Opportunity.   My goal is to replicate as much as possible a revenue schedule report that already exists in Salesforce.

       

      Has anyone had any luck doing this?