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26 ago, 15:53

Guide me on Implementing Derived Price.

When Derived Product Gets added in TLE error message shown as: Guide me on Implementing Derived Price.

Derived Price Record : #Revenue Cloud

1 respuesta

Gabriel Fuoco (Brother LATAM)
9 oct, 17:40
@Tushar Konde That message means the line editor couldn't find a usable derived price record for the product you just added. A derived product doesn't price from a normal price book entry. It prices from a derived price that points at a contributing product.
The usual miss is adding the derived product on its own. The contributing product has to already be on the quote, and the derived price record has to use that product as its source, on the same price book and selling model as the quote. If any of those don't match, the lookup comes back empty and you get Derived Price Record with nothing after it.
Check the derived price record first, then add the source product, then the derived one. If the record is right and the source is already on the quote, the pricing procedure on that quote isn't running the derived price element, so the line still has nothing to price with.

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7 oct, 13:10

Revenue Cloud -Products are not showing in browse catelog

Hello Community,

I recently created a new Revenue Cloud Developer Org and completed the initial Revenue Cloud setup (https://trailhead.salesforce.com/promo/orgs/get-started-revenue-cloud) . However, I'm facing an issue with Browse Catalog.

When I open Browse Catalog, the category hierarchy is displayed correctly, but no products are visible under any category.

I have already verified the following:

Categories and hierarchy are created correctly
Products are active
Product Category relationships exist
Product Selling Model Options are configured
Standard Price Book entries are created
Rebuilt the Product Index using Full Refresh
Performed Pricing Synchronization
Tested with System Administrator access

What's interesting is that even the standard/sample products that come with the Revenue Cloud Developer Org are not visible in Browse Catalog.

Has anyone encountered this issue before? Are there any additional setup steps, publication steps, catalog activation requirements, or indexing processes required to make products appear in Browse Catalog?

Any guidance would be greatly appreciated.

Thank you!

#Revenue Cloud #Salesforce Revenue Cloud #Salesforce Developer #Revenue Management System

#TrailblazerCommunity #Trailhead

3 respuestas

barkavi viswanthan (Tech Mahindra)
9 oct, 7:08
@Gabriel Fuoco Thanks for helping me out. Using https://help.salesforce.com/s/articleView?id=005387253&type=1 i trouble shooted now its working fine

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18 ago, 20:13

Revenue Cloud - Quote Line editor - Add products

Hi everyone!

I was wondering if there is a simple way to add products by searching in the list of all products in the revenue cloud quote line item editor?

I can add them from browse catalogue or the search whenever the product exists in a catalogue.

But I want to be able to search all products with the revenue cloud quote line editor without necessarily having them be added to a catalogue.

Is this possible?

Thank you!

Marie Olsen

#Revenue Cloud #Salesforce Revenue Cloud #Product Management #Product

3 respuestas

Kate Shelton (EPAM Systems)
20 ago, 2:32
No, natively, ARM/Revenue Cloud doesn't let you search and add from "all products" the way Salesforce CPQ does..
Natively, there's no way to search and add products in the Transaction Line Editor without going through Browse Catalog, and Browse Catalog is inherently catalog scoped; a product has to be catalog/category assigned to be searchable and addable there.
For comparison: in Salesforce CPQ, clicking Add Product on the QLE pulls up a list of products based on your price book — there's no catalog concept in CPQ, so effectively every priced product is visible and pickable.
In ARM, Browse Catalog replaces that flow, and it's built around the catalog/category model by design — a product needs catalog assignment (plus price book entry, selling model, and indexing) to appear there.

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7 oct, 16:58

Salesforce CPQ to Agentforce Revenue Cloud migration

Hi Everyone,

I would like to get some clarification on the best approach for migrating from Salesforce CPQ to Agentforce Revenue Cloud.

Specifically, I’m trying to understand how the licensing and org setup work during the migration. If we migrate everything from our existing Salesforce CPQ solution to Revenue Cloud, would we need to continue paying for both the existing CPQ org/licenses and the new Revenue Cloud licenses during the transition, or would we only need to pay for the Revenue Cloud licenses?

Also, how does Salesforce typically handle the transition period between CPQ and Revenue Cloud? Is there a recommended approach or migration strategy that allows us to avoid paying for both solutions for an extended period?

If anyone has gone through a CPQ-to-Revenue Cloud migration or has experience with the licensing side of it, I would really appreciate your insights.

Thanks.

#Salesforce Developer #Agentforce #Revenue Cloud #Salesforce Revenue Cloud #Revenue Management System #Salesforce CPQ & Billing #CPQ

5 respuestas

Gabriel Fuoco (Brother LATAM)
8 oct, 12:40
Venkat, you're right. I missed that page.
Operational Planning Considerations for Migration says to keep at least one active CPQ license for the whole migration, in production and in any sandbox where Revenue Management is being configured or tested. They want the team able to reference, validate, or roll back to CPQ data.
Thanks for pulling the link.

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7 oct, 16:14

Revenue Cloud - Multiple currencies

Hi all,

I am trying to ensure the line editor in revenue cloud takes the correct currency from the quote.

I currently have price book entries in GBP and in EUR.

Currently on my GBP currency quotes it is still taking the EUR price entries in the line editor.

I have set the currency in the pricing procedure and product discovery but it still takes the wrong currency entry.

Does anyone know how to resolve this?

Thanks!

Kind regards,

Marie Olsen

#Revenue Cloud #Salesforce Revenue Cloud #Currency

1 respuesta

Gabriel Fuoco (Brother LATAM)
7 oct, 23:58
Hi Marie,
The line editor doesn't read the currency off the screen. It prices with whatever CurrencyIsoCode actually arrives in the context the procedure runs with. If that value comes through blank, pricing falls back to the corporate currency, and a GBP quote still grabs the EUR price book entry.
A few things keep doing this even after the currency is set on the procedure.
Check the quote itself, not the opportunity. If the quote was created while the opp was still EUR, the quote stays EUR.
Existing lines keep the price book entry they were added with. Switching the quote to GBP doesn't swap those. Reprice them, or drop a new line on and see if that one comes in as GBP.
Product discovery and the line editor can be calling a different procedure than the one you edited. Trace a GBP quote and look at the pricing input before it picks an entry. If it already says EUR there, the mapping that ran never got the quote currency.
When the trace shows GBP going in and you still get the EUR entry, then the price book on that quote doesn't have a GBP entry for that product, and it's falling through.

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6 oct, 4:57

Hi Salesforce Community,

I am currently working on a Revenue Cloud Advanced and I need some guidance on setting up the Billing process correctly.

I have already created the required product, pricing, quote, and order configuration. My Order is activated successfully, but I am facing an issue when trying to create a Contract from the Order.

When I click Create Contract on the Order record, I receive this error:

My Order has an Account, Order Start Date, Status, Order Amount, and Order Products populated.

I would like to understand:

What is the correct Billing setup sequence in Revenue Cloud?
What are the required configurations for Billing, such as:
- Billing activation
- Legal Entity
- Billing Treatment
- Tax Treatment
- Billing Policy
- Payment Terms
- Billing Context Definition
- Billing Context Mapping
- Billing Schedule / Billing Schedule Group
For Create Contract from Order, which Context Definition and Context Use Case Mapping records are required?
How can I identify which source field is mapped to the Contract Name field and is currently returning null?
Do I need to configure Create Contract / Update Contract Context Use Case Mapping manually, or should the standard Order → Contract mappings work out of the box?
Is the issue related to my Order being Activated, or is it specifically a Context Service / field mapping configuration issue?

I have attached screenshots of the Order and the error.

Any guidance on the correct configuration steps or recommended Salesforce documentation/Trailhead modules for Revenue Cloud Billing and Contract Management would be greatly appreciated.

Thank you!

Hi Salesforce Community,I am currently working on a Revenue Cloud Advanced and I need some guidance on setting up the Billing process correctly.

#Revenue Cloud #Salesforce Developer #Salesforce Revenue Cloud #Salesforce CPQ & Billing

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6 oct, 4:39

While creating contarct from order getting this error

#Revenue Cloud

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30 sept, 15:47

Quick Add Product Search Sales Transaction Line Editor

Hi,

In the Sales Transaction Line Editor, I have enabled "Show Product Quick Add" - however I'm only able to search by Product Name. I would like to be able to search by Product Code in stead, but can't find anything on this online.

This function does not seem to take into account either search layouts or search settings under Index Settings (Product Catalog Management)

Anyone have experience with this?

Or can tell me that the only option I have is updating Product Name to contain Product Code?

Thanks,

Hanna

#Revenue Cloud @* Salesforce Revenue Cloud *

3 respuestas

Hanna Homb Reistad
4 oct, 9:40
Thanks for taking the time to answer @Bhavin Patel and @Ben Stokes
!

https://help.salesforce.com/s/articleView?id=004576657&type=1

This guide seems related to CPQ and not Agentforce Revenue Management.

As for,
https://help.salesforce.com/s/articleView?id=004576657&type=1
, I'm using "Indexed Data for Product Listing and Search", so then Product Field Search won't work.

"Error
To enable Product Field Search, you must first disable Indexed Data for Product Listing and Search."

I ended up updating the Product Name with Product Code to achieve desired result.

/Hanna

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3 oct, 6:51

Hi Everyone,

In Revenue Cloud Product Configurator, the attribute category tabs appear in alphabetical order.

For example, "Fabric / Leather" shows before "Finish", but we need

Finish first and Fabric / Leather second

Hi Everyone, In Revenue Cloud Product Configurator, the attribute category tabs appear in alphabetical order.

What we tried:

Setting Sequence on the Product Classification Attributes and the Product Attribute Definitions. This changes the order of attributes within a tab, but not the tab order.
Renaming the category (e.g. "Upholstery"). This works, but we'd prefer to keep our original category names.

Questions:

Is there a field or setting that controls the display order of attribute categories (tabs)?
Can this be set in the Product Configurator Flow (Product Attributes component)?
If not, is this on the roadmap, or does anyone have a workaround other than renaming?

#Revenue Cloud