Hi all,
I'm trying to make my life easier by updating our revenue schedules in Salesforce for 2027. Instead of doing it manually, I wanted to try using Dataloader for each of our products. However, I'm not sure how to go about it, as when I tried using the Opportunity Line Item object, it didn't have anything useful (account name, opportunity name, schedule date, etc).
Is there a different way I should be going about this?
#Data Management
Hi Stephanie - you are on the right track, just the wrong object. Revenue schedules do not live on Opportunity Line Item; they are their own object: Opportunity Line Item Schedule. Each product line (Opportunity Line Item) has multiple schedule rows, and those rows are what you load.
Steps with Data Loader:
1. Prereq: scheduling must be enabled - Setup, Products, Schedule Settings (turn on Revenue scheduling), and enable revenue scheduling on each Product. Without this you cannot create schedules.
2. In Data Loader click Insert and pick 'Opportunity Line Item Schedule'. If you do not see it, turn on 'Show all Salesforce objects' in Data Loader settings.
3. Your CSV needs: the parent Opportunity Line Item Id, Schedule Date, Revenue, and Type (Revenue). Use Quantity + Type Quantity instead if you schedule by quantity.
4. To get those parent Ids, first export the Opportunity Line Item object filtered to your opps/products - that gives you the Ids (and the opportunity/product context) to build your schedule file against.
That is why the Opportunity Line Item export had no schedule dates - the dates and revenue split live one level down on the schedule object. Heads-up: if a line already has schedule rows, new inserts add to them, so you may want to delete the existing 2027 rows first.
If this helps, please mark it as the Best Answer so it helps the next person - thanks :)
