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