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#Revenue Cloud84 debatiendo

Hi Team,

I have a question regarding the use of Salesforce Record-Triggered Flows in Revenue Lifecycle Management (RLM).

I'm trying to determine whether a Record-Triggered Flow can be used to dynamically update the List Price and Total Amount based on specific business conditions.

In my use case, the List Price is not fixed—it depends on different combinations of field values. For example:

  •  If Jurisdiction is populated, then the List Price should be XXX
  •  If both Market and Jurisdiction are populated, then the List Price should be YYY
  •  Additional combinations may result in different List Prices. 

My current thought is to implement this logic using a Decision element in the flow to evaluate the conditions, followed by Assignment

elements to set the appropriate List Price and recalculate the Total. 

 

Then how we can use in pricing prodecedure ?? 

Or Pricing procedure override my flow list price.??

6 respuestas
  1. Ayer, 23:33

    You can create a custom decision table, and add it to the Pricing Recipe as a 'List Price', and add a custom List Price element in your Pricing Procedure

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  I'm implementing Term Discounts in Salesforce Revenue Cloud Advanced (RLM) :      I have completed the implementation, but the custom pricing is not getting applied to the Quote.  Configuration completed

  •  Created a custom object to store Term Discount records. 
  •  Created the required Formula Based Pricing. 
  •  Created a Decision Table with term ranges and discount percentages. 
  •  Created a Price Adjustment Matrix. 
  •  Added the Formula, Decision Table, and Price Adjustment Matrix to the Pricing Procedure. 
  •  Added the Pricing Procedure to the active Pricing Recipe. 
  •  Configured the required constants. 
  •  Configured the Context Definition mappings. 
  •  Activated all the required metadata (Pricing Procedure, Pricing Recipe, Decision Table, Price Adjustment Matrix, etc.). 

Expected Result

The discount should be applied based on the subscription term.

Example:

  •  12–24 months → 10% 
  •  25–36 months → 15% 
  •  37+ months → 25% 

Actual Result

The Quote pricing is calculated, but the custom Term Discount is never applied. The Net Unit Price remains unchanged.

I have verified the configuration multiple times against the article but cannot identify what is missing.

Questions

  1.  Is there any additional configuration required in Revenue Cloud Advanced that is not covered in the article? 
  2.  Besides the Pricing Procedure, Pricing Recipe, Decision Table, and Price Adjustment Matrix, are there any prerequisites required for custom pricing logic to execute? 
  3.  Has anyone successfully implemented this functionality in a Revenue Cloud Advanced Developer Edition? If so, were there any additional setup steps required? 
  4.  What would you recommend checking when a custom pricing implementation is configured correctly but the pricing is still not being applied? 

Any suggestions or guidance would be greatly appreciated.

Thank you! 

2 respuestas
  1. Ayer, 19:41

    when you configure the Price Adjustment Matrix element, you need to pass the InputUnitPrice, Quantity along that your custom attributes to filter the Tier data.  

    PAM element is sufficient to adjust the price and provide NetUnitPrice.  

    I am not sure, what exactly you are doing in the formula based pricing. 

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Hi Everyone,

I'm working on a Salesforce Revenue Cloud implementation where Quote documents are generated using OmniStudio Document Generation. The generated PDF is automatically stored in Salesforce Files (ContentVersion). We're currently using the pdf-lib JavaScript library, but it doesn't support creating encrypted/password-protected PDFs.  

 

We have a business requirement that every generated Quote PDF should be password protected before users open/download it from Salesforce Files.  

 

Any guidance, implementation examples, or best practices would be greatly appreciated.

Thanks! 

 

#Trailhead Challenges  #Revenue Cloud  #TrailblazerCommunity

2 respuestas
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Hi everyone, 

I'm currently working on attribute-based pricing in Salesforce Revenue Cloud and came across a scenario I'd like some guidance on. 

For example, I have an attribute called Color. If Color = Blue, I want to apply a 5% discount. This pricing rule should apply to every product in my product catalog. 

Using Price Adjustment Schedules , the pricing adjustment is tied to a specific product. This works well for a small catalog, but in a large product catalog with thousands of products, creating and maintaining separate Price Adjustment Schedules for each product is time-consuming and difficult to manage. 

Is there a way to define the pricing logic once and have it apply to all products instead of configuring it product by product? 

I'd appreciate any suggestions or best practices. Thanks!   

 

@* Salesforce Revenue Cloud * 

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Hi everyone, I'm working on a Revenue Cloud business scenario in a Developer Edition org where I need to apply tax on a product based on a product's category.    I've extended the standard Sales Transaction Context Definition into a custom one. When I try to map a "Product Category" attribute on the SalesTransactionItem node to the ProductCategoryProduct object/field in Map Data, the mapping isn't going through — the field either doesn't appear as mappable, or the mapping doesn't save correctly.    Has anyone successfully mapped ProductCategoryProduct (junction object between Product2 and ProductCategory) into a Context Definition? Does this require creating a separate child Node for ProductCategoryProduct instead of adding it as a direct attribute on the existing Product/SalesTransactionItem node? Any guidance on the correct Node structure and relationship path would help a lot. Thanks in advance!   

@* Salesforce Revenue Cloud * 

10 respuestas
  1. 3 ago, 07:44

     The ProductCategoryProduct object is a junction between Product2 and ProductCategory. You might not be able to map it as a flat attribute on an existing node — it needs its own CategoryProduct node in the context definition, and then a cross-context attribute mapping to bridge the value into SalesTransactionItem.  

     

    There isn't specific guidance on mapping the "ProductCategoryProduct" junction object into a Sales Transaction Context Definition or whether it should be modeled as a separate child node versus a direct attribute on "SalesTransactionItem". This scenario might require further validation in your org. 

     

     Try creating a dedicated child node for "ProductCategoryProduct" under "Product" or "SalesTransactionItem" to see if it resolves the mapping issue and allows stable Map Data configuration.

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In Salesforce Revenue Cloud (not CPQ), the standard QuoteLineGroupId lookup field on Quote Line Item won't persist when set via the Transaction Line Editor, even though the Context Definition has an attribute (SalesTransactionItemGroup) mapped to it under the SalesTransactionItem node's Object Mapping; I've confirmed the attribute is Input/Output enabled and mapped correctly, ruled out any downstream trigger/flow overwriting the value (direct API updates to QuoteLineGroupId hold fine), and ruled out a data-type mismatch since other Text-attribute-to-Lookup-field mappings on the same node (Vendor__c, OEM__c, Contract_Vehicle__c) work without issue — the key difference with QuoteLineGroupId is that its target object, SalesTransactionGroup (mapped to QuoteLineGroup), is itself a node within the same Context Definition tree rather than an arbitrary external lookup, and I suspect there's a Node Relationship configuration between SalesTransactionItem and SalesTransactionGroup that's competing with or overriding the manual Object Mapping for that field; has anyone run into this specific case of a standard grouping field not sticking when its target is also a context node, and if so, where in the Node Relationship setup should I be looking to resolve it?  

 

UPDATE: This is the response from SFDC Support as of 8/1/2026:  

 

 The behavior you are experiencing is a known limitation and is currently considered expected behavior in the Transaction Line Editor (TLE) within Revenue Cloud Transaction Management. 

 

Root Cause 

 

The QuoteLineGroup object is not configured as a valid custom foreign key target. Specifically, the entity definition for QuoteLineGroup does not include the canBeCustomForeignKeyTarget="true" configuration, which is available on most other standard entities. As a result, the TLE is unable to properly persist updates to the QuoteLineGroupId lookup field in the same way it does for other lookup fields. 

 

This behavior is also consistent with the broader known limitation that standard Salesforce lookup filters and certain lookup field behaviors are not fully supported within the TLE, unlike on a standard Lightning record page. 

 

This has been assessed internally as a feature request for the QuoteLineGroup object—specifically, to enable canBeCustomForeignKeyTarget, allowing the object to function as a standard foreign key lookup target within the TLE.

 

#Revenue Cloud  #TLE  #Quote Line Items  #Quote Line Item  #Quote Line Group  #Quote Line Groups

1 respuesta
  1. 1 ago, 19:56

    Hi @Kieran Campbell -  I don't think the Object Mapping is the issue. Since QuoteLineGroup is also a node in the same Context Definition, TLE is likely using the Node Relationship to determine the group and overwriting the QuoteLineGroupId during save. I'd start by reviewing the SalesTransactionItem to SalesTransactionGroup relationship and how it's configured to resolve group membership. The fact that API updates stick but TLE updates don't is a strong clue. 

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I am trying to create a rule in Constraint Builder but when I try to add the product, I do not see all.   I have this product bundle that has three child components.   When I add the products, the child products are not showing up in the list.   all the products are active.    When I add the product and go to CML Editor, I do not see the child products either only this:  type Parent_Product : LineItem;

 

@* Salesforce Revenue Cloud * 

3 respuestas
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Has anyone encountered this error in the Salesforce Approval Process while working in RCA?

If you've seen this issue before, could you please share the root cause or how you resolved it? Any insights or suggestions would be greatly appreciated.

Thank you! 

RCA Approval Process

 

 

2 respuestas
  1. Josh Priem (Freelance) Forum Ambassador
    31 jul, 17:35

    This error usually shows up when something in the flow is trying to access a field that's not visible for some reason. I would make sure any field needed by the flow is opened up for step 1 of problem solving.  

     

    Cheers!

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Hi @* Salesforce Revenue Cloud *

I have assigned Product Configuration User License to user. but in the permission set level produc configuration permission set in not avaliable and Default  productconfiguration also not  avaliable in SDO org. 

 

4 respuestas
  1. 8 dic 2025, 08:50

    Hi @Narala Dayakar Reddy enable Configure Products at Runtime from Revenue Setting and assign Product Configurator

    permission set. 

    Hi enable Configure Products at Runtime from Revenue Setting and assign Product Configurator permission set.

     

     

    2.png

     

     

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Hi everyone, 

 

I'm currently working on a Salesforce Revenue Cloud implementation and would appreciate some guidance on a pricing scenario. 

 

 

Business Scenario

We sell telecommunications service bundles.

For example:

Parent Product

  • Internet Service Bundle

Component(Child product)

  • Router

During product configuration, the user selects different attributes.

Bundle attributes (Parent)

  • Bandwidth (20 Mbps, 50 Mbps, 100 Mbps, etc.)
  • Contract Term (12, 24, and 36 months)

Component attribute (Child)

  • Router Model (FortiGate 40F, FortiGate 60F, etc.)

These attributes impact the service price.

Requirement

The customer wants to manage pricing without having to update Product records every time a price changes.

As an initial approach, I created a custom Price Table object that stores information such as:

  • Product
  • Selling Model
  • Bandwidth
  • Contract Term
  • Router Model
  • Monthly Recurring Charge (MRC)
  • Non-Recurring Charge (NRC)
  • Effective Start Date
  • Effective End Date

My idea was to use this table together with Lookup Tables and a Pricing Procedure to retrieve the correct MRC and NRC based on the selected combination of attributes.

Where I'm blocked

The part I'm struggling with is building the Pricing Procedure when the price depends on attributes coming from different levels of the product configuration.

For example:

  • The Bandwidth attribute belongs to the parent bundle.
  • The Contract Term attribute also belongs to the parent bundle.
  • The Router Model attribute belongs to a child component within the bundle.

I need to use the combination of these attributes to retrieve a single price from my Price Table.

My questions are:

  • What is the recommended way to access both bundle attributes and child component attributes within a Pricing Procedure?
  • Is it possible to expose those attribute values through the Pricing Context or SalesTransactionItem so they can be used in a Lookup Table?
  • How have you implemented similar scenarios where pricing depends on attributes distributed across both the bundle and its child components?

If anyone has implemented a similar solution using Context Definitions, Pricing Procedures, or Lookup Tables, I would really appreciate any guidance, examples, or best practices you can share. 

 

Thank you in advance!

7 respuestas
  1. 21 jul, 23:22

    My understanding is there are 2 solutions if you want to use Attributes to impact price; as @Amul Baranwal (ARM Expert)

    suggested using Attribute-based pricing 

     

    Or, using an apex pricing hook

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