* Salesforce Revenue Cloud *

Hi everyone,

I'm facing an issue with Product Catalog Management pricing and would appreciate any guidance. I have configured an Attribute-Based Adjustment for a product (Clear GST Core), and the adjustment is applied correctly when the product is added to a quote. The quote initially shows the expected Attribute-Based Price adjustment and the correct Net Unit Price. The corresponding records are also generated successfully in Attribute Discount Entries, the records are active, and the refresh status is completed.

However, when I add another product to the same quote that does not have any attribute-based conditions, the quote gets repriced and the previously applied Attribute-Based Adjustment on the first product is removed. The Calculation Details no longer show the Attribute-Based Price adjustment, and the line reverts back to the standard list price, even though the Attribute Discount Entry record still exists and remains active.

Additionally, I am facing issues with Manual Discount and Volume-Based Pricing. Manual discounts are not being applied as expected on quote lines, and Volume-Based Pricing tiers are also not getting applied even though the corresponding Volume Discount Entries have been generated successfully and are active. It appears that pricing recalculation is not consistently honoring Attribute-Based Pricing, Manual Discounts, or Volume-Based Pricing after quote updates.

Has anyone encountered a similar issue where adding a new quote line causes existing pricing adjustments to be removed or ignored? Are there any known limitations, configuration settings, or troubleshooting steps related to quote repricing, Attribute-Based Adjustments, Manual Discounts, or Volume-Based Pricing in Product Catalog Management? Any suggestions would be greatly appreciated. Thanks in advance!

Revenue Operations and Revenue Cloud at Dreamforce 2026

Dreamforce 2026 is here! I curated a list of Revenue Operations-related sessions, events, and parties at Dreamforce 2026. Bookmark it for Future You, and thank me later.  

Here are the key events to attend. View the complete list here:

See how Salesforce Revenue Cloud is the complete agentic revenue platform — one revenue engine that unifies pricing, quoting, contracting, and billing for any channel, experience, or agent.

Speakers include:

• Meredith Schmidt, Executive Vice President, Product Management
• Arun Abichandani, Senior Vice President, Product Management
• Sam Chung, Chief Customer Officer

Day: Wednesday, September 16

Time: 12:45 PM – 1:35 PM

Location: Moscone West, L3, Keynote – Room 3001

Add To Agenda

Day: Tuesday, Sep 15

Time: 1:30 PM - 2:10 PM PDT

Location: Metreon AMC, L3, Theatre 15

Add To Agenda

Day: Thursday, Sep 17

Time: 9:00 AM - 9:40 AM PDT

Location: Moscone South, LL, Content Pavilion, Stage 1

Add To Agenda

Migrate from Moscone Center to The Cigar Bar & Grill with RevOps nerds in a fun, bar-crawl setting.

Day: Thursday, September 17

Time: 4:00 PM – 7:00 PM

Location: Moscone Center to The Cigar Bar & Grill

Register on LinkedIn

CRM was built to store what happened. Now it captures data, updates itself, and executes the next best action automatically. We turned the #1 CRM from a system you update into one that works for you. 

Day: Wednesday, September 16

Time: 9:00 AM – 9:50 AM

Location: Moscone South, LL, Keynote – Hall B

Add To Agenda

Hi @* Salesforce Revenue Cloud * I  have assigned the Standard Cellular Tablet product to the Cellular Tablets category. However, I'm still getting this error. I need help understanding how to approach this.

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 *