* Salesforce Revenue Cloud *

MocAdapter for Tax

MocAdapter Document link

Shipping Country and State

Tax Logic Implemented

🔹 India → 30% Tax

🔹 USA → 40% Base Country Tax + State Tax

Example State Tax Configuration:

• Utah → 2%
• South Dakota → 2.5%
• Minnesota → 3%
• North Dakota → 3.5%
• Nebraska → 4%
• New Hampshire → 4.5%
• Idaho → 5%
• Washington → 5.5%
• Vermont → 6%

🔹 Other Countries → Default 20% Tax 

global virtual class MockAdapter implements commercetax.TaxEngineAdapter {
global commercetax.TaxEngineResponse processRequest(
commercetax.TaxEngineContext taxEngineContext
) {
commercetax.RequestType requestType =
taxEngineContext.getRequestType();
commercetax.CalculateTaxRequest request =
(commercetax.CalculateTaxRequest)
taxEngineContext.getRequest();
if (request.documentCode == null) {
return new commercetax.ErrorResponse(
commercetax.resultcode.TaxEngineError,
'404',
'documentCode is mandatory'
);
}
if (requestType ==
commercetax.RequestType.CalculateTax) {
commercetax.calculatetaxtype type =
request.taxtype;
String docCode = '';
if (request.DocumentCode != null) {
docCode = request.DocumentCode;
} else if (request.ReferenceEntityId != null) {
docCode = request.ReferenceEntityId;
} else {
docCode = String.valueOf(
getRandomInteger(0, 2147483647)
);
}
commercetax.CalculateTaxResponse response =
new commercetax.CalculateTaxResponse();
if (request.isCommit == true) {
response.setStatus(
commercetax.TaxTransactionStatus.Committed
);
} else {
response.setStatus(
commercetax.TaxTransactionStatus.Uncommitted
);
}
response.setDocumentCode(docCode);
response.setReferenceDocumentCode(
request.referenceDocumentCode
);
response.setTaxType(type);
response.setStatusDescription(
'statusDescription'
);
response.setDescription('description');
response.setEffectiveDate(System.now());
if (request.transactionDate == null) {
response.setTransactionDate(System.now());
} else {
response.setTransactionDate(
request.transactionDate
);
}
if (request.taxTransactionType == null) {
response.setTaxTransactionType(
commercetax.TaxTransactionType.Debit
);
} else {
response.setTaxTransactionType(
request.taxTransactionType
);
}
if (String.isBlank(request.currencyIsoCode)) {
response.setCurrencyIsoCode('USD');
} else {
response.setCurrencyIsoCode(
request.currencyIsoCode
);
}
response.setReferenceEntityId(
request.ReferenceEntityId
);
String country = '';
String shippingState = '';
try {
if (request.ReferenceEntityId != null) {
Id refId = (Id) request.ReferenceEntityId;
String objectName = refId.getSObjectType()
.getDescribe()
.getName();
if (objectName == 'Quote') {
Quote q = [
SELECT ShippingCountry,
ShippingState
FROM Quote
WHERE Id = :refId
LIMIT 1
];
country = q.ShippingCountry;
shippingState = q.ShippingState;
}
else if (objectName == 'Order') {
Order o = [
SELECT ShippingCountry,
ShippingState
FROM Order
WHERE Id = :refId
LIMIT 1
];
country = o.ShippingCountry;
shippingState = o.ShippingState;
}
else if (objectName == 'Invoice') {
try {
List<InvoiceLine> lines = [
SELECT Id,
ShippingAddressId,
ShippingAddress.Country,
ShippingAddress.State
FROM InvoiceLine
WHERE InvoiceId = :refId
AND ShippingAddressId != null
ORDER BY Name ASC
LIMIT 1
];
if (!lines.isEmpty()
&& lines[0].ShippingAddress != null) {
country =
lines[0].ShippingAddress.Country;
shippingState =
lines[0].ShippingAddress.State;
} else {
}
} catch (Exception invoiceHeaderEx) {
}
}
else if (objectName == 'InvoiceLine') {
try {
InvoiceLine il = [
SELECT Id,
ShippingAddressId,
ShippingAddress.Country,
ShippingAddress.State
FROM InvoiceLine
WHERE Id = :refId
LIMIT 1
];
if (il.ShippingAddress != null) {
country =
il.ShippingAddress.Country;
shippingState =
il.ShippingAddress.State;
}
} catch (Exception invoiceEx) {
}
}
else {
}
}
} catch (Exception e) {
}
if (!String.isBlank(country)) {
country = country.trim().toLowerCase();
}
if (!String.isBlank(shippingState)) {
shippingState = shippingState.trim().toLowerCase();
}
Double totalTax = 0.0;
Double totalAmount = 0.0;
List<commercetax.LineItemResponse>
lineItemResponses =
new List<commercetax.LineItemResponse>();
Integer lineCounter = 0;
for (commercetax.TaxLineItemRequest lineItem :
request.lineItems) {
lineCounter++;
commercetax.AddressesResponse addressesRes =
new commercetax.AddressesResponse();
commercetax.AddressResponse addRes =
new commercetax.AddressResponse();
addRes.setLocationCode('locationCode');
addressesRes.setShipFrom(addRes);
addressesRes.setShipTO(addRes);
addressesRes.setSoldTo(addRes);
commercetax.LineItemResponse lineItemResponse =
new commercetax.LineItemResponse();
Double totalLineTax = 0;
List<commercetax.TaxDetailsResponse>
taxDetailsResponses =
new List<commercetax.TaxDetailsResponse>();
for (Integer i = 0; i < 1; i++) {
Double rate = 0.20;
if (country == 'india'
|| country == 'in') {
rate = 0.30;
}
else if (
country == 'usa'
|| country == 'us'
|| country == 'united states'
|| country ==
'united states of america'
) {
Double usaCountryRate = 0.40;
Double stateTaxRate = 0.00;
if (
shippingState == 'utah'
|| shippingState == 'ut'
) {
stateTaxRate = 0.02;
}
else if (
shippingState == 'south dakota'
|| shippingState == 'sd'
) {
stateTaxRate = 0.025;
}
else if (
shippingState == 'minnesota'
|| shippingState == 'mn'
) {
stateTaxRate = 0.03;
}
else if (
shippingState == 'north dakota'
|| shippingState == 'nd'
) {
stateTaxRate = 0.035;
}
else if (
shippingState == 'nebraska'
|| shippingState == 'ne'
) {
stateTaxRate = 0.04;
}
else if (
shippingState == 'new hampshire'
|| shippingState == 'nh'
) {
stateTaxRate = 0.045;
}
else if (
shippingState == 'idaho'
|| shippingState == 'id'
) {
stateTaxRate = 0.05;
}
else if (
shippingState == 'washington'
|| shippingState == 'wa'
) {
stateTaxRate = 0.055;
}
else if (
shippingState == 'vermont'
|| shippingState == 'vt'
) {
stateTaxRate = 0.06;
}
rate =
usaCountryRate +
stateTaxRate;
}
else {
}
Double taxableAmount = lineItem.amount;
commercetax.TaxDetailsResponse
taxDetailsResponse =
new commercetax.TaxDetailsResponse();
taxDetailsResponse.setRate(rate);
taxDetailsResponse.setTaxableAmount(
taxableAmount
);
Double tax =
taxableAmount * rate;
totalLineTax += tax;
taxDetailsResponse.setTax(tax);
taxDetailsResponse.setExemptAmount(0);
taxDetailsResponse.setExemptReason(
'exemptReason'
);
taxDetailsResponse.setTaxRegionId(
'taxRegionId'
);
taxDetailsResponse.setTaxId(
String.valueOf(
getRandomInteger(
0,
2323233
)
)
);
taxDetailsResponse.setSerCode(
'serCode'
);
taxDetailsResponse.setTaxAuthorityTypeId(
'taxAuthorityTypeId'
);
commercetax.ImpositionResponse imposition =
new commercetax.ImpositionResponse();
imposition.setSubType('subtype');
imposition.setType('type');
taxDetailsResponse.setImposition(
imposition
);
commercetax.JurisdictionResponse jurisdiction =
new commercetax.JurisdictionResponse();
jurisdiction.setCountry(country);
jurisdiction.setRegion('region');
jurisdiction.setName('name');
jurisdiction.setStateAssignedNumber(
'stateAssignedNo'
);
jurisdiction.setId('id');
jurisdiction.setLevel('level');
taxDetailsResponse.setJurisdiction(
jurisdiction
);
taxDetailsResponses.add(
taxDetailsResponse
);
}
lineItemResponse.setTaxes(
taxDetailsResponses
);
totalTax += totalLineTax;
totalAmount += lineItem.amount;
commercetax.AmountDetailsResponse amountResponse =
new commercetax.AmountDetailsResponse();
amountResponse.setTotalAmountWithTax(
totalTax + totalAmount
);
amountResponse.setExemptAmount(0);
amountResponse.setTotalAmount(
totalAmount
);
amountResponse.setTaxAmount(
totalTax
);
lineItemResponse.setAmountDetails(
amountResponse
);
lineItemResponse.setEffectiveDate(
System.now()
);
lineItemResponse.setTaxCode(
lineItem.taxCode
);
lineItemResponse.setProductCode(
lineItem.ProductCode
);
lineItemResponse.setLineNumber(
lineItem.linenumber
);
lineItemResponse.setIsTaxable(true);
lineItemResponse.setQuantity(
lineItem.quantity
);
lineItemResponse.setAddresses(
addressesRes
);
lineItemResponses.add(
lineItemResponse
);
}
response.setLineItems(
lineItemResponses
);
commercetax.AmountDetailsResponse
headerAmountResponse =
new commercetax.AmountDetailsResponse();
headerAmountResponse.setTotalAmountWithTax(
totalTax + totalAmount
);
headerAmountResponse.setExemptAmount(0);
headerAmountResponse.setTotalAmount(
totalAmount
);
headerAmountResponse.setTaxAmount(
totalTax
);
response.setAmountDetails(
headerAmountResponse
);
commercetax.AddressesResponse headerAddresses =
new commercetax.AddressesResponse();
commercetax.AddressResponse headerAddRes =
new commercetax.AddressResponse();
headerAddRes.setLocationCode(
'locationCode'
);
headerAddresses.setShipFrom(
headerAddRes
);
headerAddresses.setShipTO(
headerAddRes
);
headerAddresses.setSoldTo(
headerAddRes
);
response.setAddresses(
headerAddresses
);
return response;
}
return null;
}
public static Integer getRandomInteger(
Integer min,
Integer max
) {
return min +
(Integer.valueOf(Math.random()) *
(max - min));
}
}

Asset Creation API

Asset Creation Link

API Information:

ENDPOINT URL 

/services/data/v66.0/composite

METHOD: 

POST

MESSAGE BODY:

{
  "allOrNone": true,
  "compositeRequest": [
    {
      "method": "POST",
      "url": "/services/data/v66.0/sobjects/Asset",
      "referenceId": "refAsset1",
      "body": {
        "AccountId": "001f600000dZWxvAAG",
        "Name": "Google Workspace",
        "Product2Id": "01tf6000004GVNnAAO",
        "ContactId": "003f600000JX730AAD",
        "HasLifecycleManagement": true,
        "LifecycleStartDate": "2026-01-01T00:00:00.000+0000",
        "LifecycleEndDate": "2026-12-31T00:00:00.000+0000",
        "CurrentMRR": 250,
        "CurrentQuantity": 10,
        "TotalLifecycleAmount": 3000
      }
    },
    {
      "method": "POST",
      "url": "/services/data/v66.0/sobjects/AssetAction",
      "referenceId": "refAA1",
      "body": {
        "AssetId": "@{refAsset1.id}",
        "Type": "Generate",
        "CategoryEnum": "Initial Sale",
        "ActionDate": "2026-01-01T00:00:00.000+0000",
        "quantityChange": 10,
        "mrrChange": 250,
        "amount": 12000,
        "TotalInitialSaleAmount": 3000,
        "TotalMrr": 250
      }
    },
    {
      "method": "POST",
      "url": "/services/data/v66.0/sobjects/AssetStatePeriod",
      "referenceId": "refASP1",
      "body": {
        "AssetId": "@{refAsset1.id}",
        "startDate": "2026-01-01T00:00:00.000+0000",
        "endDate": "2026-12-31T23:59:59.000+0000",
        "quantity": 10,
        "amount": 0,
        "mrr": 250
      }
    },
    {
      "method": "POST",
      "url": "/services/data/v66.0/sobjects/AssetActionSource",
      "referenceId": "refAAS1",
      "body": {
        "AssetActionId": "@{refAA1.id}",
        "transactionDate": "2026-01-01T00:00:00.000+0000",
        "adjustmentAmount": 0,
        "productAmount": 3000,
        "estimatedTax": 0,
        "actualTax": 0,
        "startDate": "2026-01-01T00:00:00.000+0000",
        "endDate": "2026-12-31T00:00:00.000+0000",
        "quantity": 10
      }
    }
  ]
}

We have a product rule set up as follows in Sandbox and Production. Below is the Current Product Rule Configuration.  

Product Rule Header: 

• Type=Selection 
• Conditions Met = All 
• Scope = Product 
• Evaluation Event = Always 
• Evaluation Order = 10 

Error Condition: 

• Tested Object = Quote 
• Tested Field = Boost = True
• Operator = equals 
• Filter Type = Value
•  Filter Value = TRUE 

Price Action 1: 

• Product = Product A 
• Type = Enable 

Price Action 2: 

• Product = Product B 
• Type: Enable & Add 

Price Action 3: 

• Product = Product C 
• Type = Enable & Add 
• Required = True 

Price Action 4: 

• Product = Product C 
• Type = Hide 

Configuration Rule

:  

Product = Bundle 1  

Results in the Configurator

In Sandbox the following is occurring in the Configurator:

• Product A is not appearing
• Product B is not appearing
• Product C is appearing and checked

In Production the following is occurring in the Configurator:

• Product A is appearing
• Product B is appearing and checked
• Product C is not appearing

What the Sales team would like to have happen is:

• Product A is appearing
• Product B is appearing and checked
• Product C is appearing and checked

What correction needs to happen to get this to occur? At a minimum I would think I would delete Product Action 4. 

Thank you. 

Rachel 

#Salesforce CPQ & Billing  #CPQ @* Salesforce Revenue Cloud *

What I'm building

A custom Lightning Web Component that embeds inside a cloned Product Configurator Screen Flow (the standard "Save As" third-party-configurator extension pattern — lightning__FlowScreen). The component calls the Product Configurator Business APIs directly via Apex HTTP callout (Named Credential auth, OAuth 2.0 Client Credentials Flow via an External Client App — not UserInfo.getSessionId(), which is rejected for interactive-UI sessions anyway).

Environment

• Developer Edition org with Revenue Cloud / Agentforce Revenue Management enabled (enableProductConfigurator = true)
• API version v64.0
• Not a scratch org, no source tracking — deployed directly
• Native in-app configurator UI works correctly for the running user; this is only about the headless REST layer

What works

POST /services/data/v64.0/connect/cpq/configurator/actions/configure — works reliably. Returns transactionContext.SalesTransaction[].SalesTransactionItem[], prices lines correctly, runs configuration rules, surfaces rule violations in messages. This endpoint alone is not gated.

What fails

Every other documented action in the same family returns a 403:

POST /services/data/v64.0/connect/cpq/configurator/actions/load-instancePOST /services/data/v64.0/connect/cpq/configurator/actions/get-instancePOST /services/data/v64.0/connect/cpq/configurator/actions/add-nodesPOST /services/data/v64.0/connect/cpq/configurator/actions/save-instance

Response body:

{  "errorCode": "FUNCTIONALITY_NOT_ENABLED",  "message": "[IHeadlessConfiguratorFamily]"}

(403 status, same error regardless of payload shape or whether the call carries a transactionContextId.) 

#Revenue Cloud  #Salesforce Revenue Cloud  #Lightning Product Setup Configurator  #CPQ  #Revenue Management System @* Salesforce Revenue Cloud *