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?
"Line Item Schedule" is not in my Salesforce org, which is either a custom object or a Salesforce object we have not made available. Can you take a screen shot of the "Line Item Schedule" table? Usually you can connect via 'Record ID' to the Opportunity table....