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#Revenue Cloud99 diskutieren mit

I have an Extended Context Definition that uses the standard QuoteEntitiesMapping and OrderEntitiesMapping.

My requirement is to use a custom field (Custom_Start_Date__c) on the Quote Line Item and map it to SalesTransactionItem.StartDate. I want the standard downstream mapping to remain unchanged so that SalesTransactionItem.StartDate continues to populate the Order Item Start Date through the standard OrderEntitiesMapping.

The issue is that the standard QuoteEntitiesMapping already maps the standard QLI Start Date to SalesTransactionItem.StartDate, and I can't remove, deactivate, or modify that standard mapping.

To work around this, I cloned QuoteEntitiesMapping and added the following mapping:

QuoteLineItem.Custom_Start_Date__c ->SalesTransactionItem.StartDate  However, I can't find a way to make the cloned mapping active/default or disable the standard QuoteEntitiesMapping. I also tried using Pricing Parameters, but they don't appear to affect Context Definition entity mappings.

Has anyone successfully overridden a standard entity mapping in a Context Definition? Is there a supported way to make a cloned QuoteEntitiesMapping the active mapping?   

 

@* Salesforce Revenue Cloud * 

1 Antwort
  1. Heute 13:13

    Hi @Anupam Silswal

    what is the requirement to have custom Start date in QLI? StartDate is standard mapping. I don't think we can have another QuoteEntityMapping. Pls check with Salesforce. 

     

    But I had modified ProductDiscovery Context Definition where there is only one single mapping. I had cloned the mapping, set as Default and it worked.

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I have the following nested bundle:

  • Parent Product A
    • Product B
      • Usage Monthly
      • One time Fee

In this bundle, Usage Monthly is used for overage calculation through the Transaction Journal.

In our scenario, the Sales Rep will be selling upfront licenses at a negotiated price, and payment for these upfront licenses will be made in advance.

For example, suppose the Sales Rep closes a deal with a customer for 100 upfront licenses (which eventually become a grant). We capture this quantity in the Quantity field of the parent product (Product B) quote line item. The negotiated price for these licenses is applied using an Adjustment at the quote line level.

My question is: How will this quantity and the negotiated price be updated in QuoteLineItmUseRsrcGrant if I do not add the grant through the "Manage Usage Resources" popup?  

How to sell upfront licences in Usage based product in ARM ?

Do we have Out of the box feature to cover this functionality in ARM ? Or If there is any other way to achieve this scenario ?

1 Antwort
  1. Heute 13:03

    Hi @Ravi Gautam

    , I had similar requirement, where client doesn't want to update the grant & rate from Manage Resource component, they wanted to do it on the Quote Line itself. So I created custom fields in QLI, and using flows to update the Negotiated Rate in Quote Line Rate Card Entry & Grants in QuoteLineItmUseRsrcGrant. 

     

    But this is applicable to same product. You can explore the flow option to copy the Qty from Parent to child usage product's QuoteLineItmUseRsrcGrant

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Hi Everyone,

I am working in a Revenue Cloud (RLM) sandbox org. On the Product object, I have a Type field (Product Type), but I can currently see only the “Bundle” value in the picklist.

I need to add/show additional values like:

  • Set
  • Base

I checked the picklist field, but these values are not available.

Does anyone know:

  1. How to enable or add “Set” and “Base” values in RLM?
  2. Are these values controlled by any managed package, metadata, or feature enablement?
  3. Is there any dependency, record type, or configuration required for these values to appear?

Any guidance would be appreciated.

Thanks! 

 

#Revenue Cloud  #Salesforce Revenue Cloud

1 Antwort
  1. Heute 12:05

    Hi @Priyanka Deokate

    Based on the doc https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_product2.htm, The Type field documentation explicitly states : "Values Null, Base, Bundle, and Set are available in environments where both Commerce and Revenue Cloud co-exist."

    Since this is a pure RLM sandbox (without Commerce Cloud), only Bundle is available by design. 

    Hope this helps. Thanks!

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Hi everyone, 

 

I have a question regarding Attribute-Based Pricing

 

In my use case, the client has a product with a base price (e.g., $300.00 USD) and certain attributes that should increment that base value (e.g., Attribute 1 = +$10.00 USD, Attribute 2 = +$25.00 USD). 

 

I configured the product and its attributes within the "Standard Attribute Based Adjustment" Price Adjustment Schedule (PAS). In the "Adjustment Type" field, I selected "Amount", expecting the Pricing Procedure node to automatically sum the base list price with this PAS adjustment value. 

 

However, when I simulate the Pricing Procedure, I get the following error: 

 

"error": {

"errorCode": "INVALID_INPUT",

"message": "The adjustment type for this line item must be set to Override."

}

My questions are:

  1. Is it possible to make it work using "Amount" to increment the base price out-of-the-box?
  2. Or does the standard functionality strictly require the adjustment type to be set to "Override" for this specific setup?

I am currently using Agentforce Revenue Cloud Advanced

 

Thanks in advance for the help!

6 Antworten
  1. Heute 11:14

    Nevermind @Mauricio Copetti

    I found my problem, I have required fields missing in the std "Add standard price" to my product Related lists. All my PSMId were empty in my Lookup data "Price book Entries v2" so of course it cant work. I don't know why the lookup PSM field and "Is Derived" are not showing in the standard "Add Standard price" action.  

     

    I inserted manually Product records with PriceBookEntries with PSM populated -> It works well.  

     

    Thank you.

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Hi all, 

 

I am testing the amendment of assets and the Amendment Quote process worked well but when I tried to use the 'Create Order' button, I got this error 

Error element Create_Orders_From_Quote (FlowActionCall). 

 refAppUsageAssignment0: duplicate value found: RecordId duplicates value on record with id: 0j8VF00000572YUYAY  

 

That id seems to be linked to an AppUsageAssignment record. I'm using the standard Salesforce 'Create Orders From Quote' flow. The only place where I do anything with the Application Usage is when I reference the App Usage Type of RevenueLifecycleManagement in a flow to create Assets from Activated Orders. (pic below) 

 

I don't know why there would be a duplicate AppUsageAssignment - maybe I created some kind of loop from creating the assets from orders and now the amendment process doesn't like trying to reference back to an already created asset with a new order? I thought using the standard Salesforce flow would help prevent errors with the amendment process. 

 

Has anyone encountered this or have recommendations for how to get around the error? I'm worried trying to create something customized will really start messing with the standard functionality. 

Thanks!  

Trying to amend an asset and getting AppUsageAssignment flow error message: duplicate value found

 

 

 

#Revenue Cloud

3 Antworten
  1. Gestern 14:05

    @Olajide Otolorin -Prince

    That's what I thought but I'm also confused because I used the Automate Asset Creation from Orders outline from SF Help and it is not supposed to trigger until the Order status is Activated. Right now, I can't even create the Amendment Order because of the duplicate error message. And how can it be a duplicate when the quote and order are new amendments? I understand the assets are the same but I didn't think creating an order impacted the assets yet.. 

    https://help.salesforce.com/s/articleView?id=ind.qocal_automate_creation_and_update_of_assets.htm&type=5

      

     

    My flow uses the 'invoke order to asset action' - so I'll try to replace it with the Create or Update Asset From Order action instead and see what happens. 

    Thanks!

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On a quote record the "Create Ramp Schedule" button uses a pre-built flow called "Create Ramp Schedule". 

 

When cloning this into a new flow I am trying to pass in the Quote record Id in order to auto set the Start Date and Duration to match values within the Quote. However, it appears that flow does not pass through the recordId of the Quote.  

 

Any thoughts on how to set the recordId in this flow (the usual recordId available for input variable does not work) 

 

Only workaround I've found is to add a screen at the beginning where the user must first find and select the quote (that they are already on) to proceed.   

Create Ramp Schedule Flow Set Start Date & Duration

 

 

2 Antworten
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Does anyone came across this error earlier ?  

 

What is this and how can i fix it.  

Ramped line items should always have StartTime and EndTime as midnight time

 

@* Salesforce Revenue Cloud *

 

 

#Revenue Cloud

1 Antwort
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I am trying to create an Order using this API instead of using the standard "Create Order from Quote" action.

The Order is being created successfully, but no Order Items are generated. The API response returns the following error:

"We couldn’t fetch the data for RevSalesTransactionContext context definition. Try again later or contact your Salesforce admin for help."

After the Order was created, I manually created the AppUsageAssignment and Order Action records, thinking that this might trigger Order Item creation. I then called the API again specifically for Order Item creation, but I received the same error.

Has anyone encountered this issue before, or is there any additional setup required for the RevSalesTransactionContext definition?   

 

@* Salesforce Revenue Cloud *  @Salesforce Flow Automation 

1 Antwort
  1. 28. Juni, 10:38

    You could just create the order from the Opportunity with a record triggered flow when it hits closed/won. Make sure you loop thru the Opportunity Line items (Opportunity Products) to get all the products and recreate as line items on the order. Alternatively, use the quote with it's line items to generate the orders. If you customize your products and add a field for Subscription (and frequency), you can also generate the recurring opportunities (or orders) for the next renewal too.

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Hi everyone,

I'm working on a project where franchisees (Partner Community users) need to create Quotes directly from an Experience Cloud site using Revenue Cloud Advanced (Browse Catalog, product configuration, add products to Quote, etc.).   

I have a few questions regarding supportability:

  •  Are RCA objects, data model and runtime features officially supported for Partner Community users? 
  •  Is the standard Browse Catalog / Product Discovery experience supported in Experience Cloud? 
  •  Has anyone successfully implemented the complete quote creation experience (browse catalog, configure products and create quote lines) for external users? 

I couldn't find clear documentation on the supported scope of RCA for Experience Cloud users and I have some errors when trying to make it work. I would like to avoid Over-customization   

Any feedback or experience would be greatly appreciated.

Thanks!   

1 Antwort
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I have a custom checkbox field on the Product called Lock Discount.

 If Lock Discount = TRUE on the Product, then the Discount field on the Quote Line should become read-only (locked)

 If Lock Discount = FALSE

, the Discount field should remain editable. 

 

1 Antwort
  1. 26. Juni, 06:35

    This is not possible with Pricing Procedure. Use validation rules in QLI.

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