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RightRev Revenue Recognition

VIDEO TRANSCRIPT | Recorded: 2025-12-17 | Verify against current system state

Abstract

RightRev revenue recognition implementation within Salesforce, covering configuration and revenue scheduling

This article was auto-generated from the video transcript. Review and enhance the content based on the full video.

Key Procedures

  • Understand data architecture (orders, order summaries, subscriptions) before working with RightRev
  • Understand Chargent payment processing workflow before reviewing RightRev
  • RightRev login in 1Password - J Sikes account works; IT Support account may not be set up
  • RightRev syncs with Salesforce via Mulesoft (A Plusify built this integration)
  • Contact A Plusify for Mulesoft documentation and error logging configuration
  • Request error logs be pushed to dashboard for daily/weekly review
  • Revenue recognized monthly - membership payment spread across 12-month subscription period
  • Finance team logs into RightRev, reviews data, then manually enters GL summary into Sage Intacto
  • Uses external RightRev platform (not managed package) because AANP lacks CPQ billing
  • PAC donations tracked separately through RightRev due to different entity requirements

Notable Statements

  • 0:44 "So they did not want to pull in orders and payments and contact information and."
  • 2:58 "So if I purchase a membership today and it's a one year membership,."
  • 4:49 "So on a high level architecture here we are based on Salesforce Commerce Cloud."
  • 7:47 "You also need to talk to him about that and make sure that those error logs are."
  • 9:37 "So that's what a plus if I did so each of these tabs is an object."
  • 11:32 "So all of this has been converted into logic on their side to pull into Mulesoft."
  • 13:12 "We're looking at whenever the subscription record is created or updated,."
  • 15:45 "I ended up just whenever I needed to assign somebody or create a new user."

Systems & Configurations

Systems Mentioned

  • RightRev
  • Salesforce

Specific Configurations

Item Value/Setting Timestamp Notes
Review video Add settings Add timestamp Add notes

Credentials/Access Mentioned

  • Review video for credential references
  • Document access requirements

Errors & Troubleshooting

  • Issue: Review video for troubleshooting content
  • Cause: Document root causes
  • Resolution: Document solutions
  • Timestamp: Add timestamp link

Transcript Gaps & Quality Notes

  • Auto-generated from transcript
  • Duration: 19 minutes
  • Presenter: Jeff Sikes
  • Review for accuracy and completeness