Give billing operations and sales teams a timeline and summary metrics on the Billing
Schedule Group page. In Lightning App Builder, drag Billing Schedule Details onto the page, then
save and activate the page.
Required Editions
| User Permissions Needed |
| To add the Billing Schedule Details component: |
Customize Application |
| To view billing schedule timelines: |
Billing Admin permission set
OR
Billing Operations User permission
set
|
The Billing Schedule Details component shows summary metrics and a visual timeline of billing
schedules in a billing schedule group. After you add the component, teams can evaluate billing
outcomes and demonstrate complex billing from the Billing Schedule Group record. See Generated Billing Schedule
Details.
-
Open a Billing Schedule Group record.
-
From Setup, select Edit Page.
-
From the Lightning App Builder components palette, drag Billing Schedule
Details onto the page canvas.
-
Save your changes, then activate the page.