When a quote is created using the create ramp schedule button and later amended, Ramp schdule-1 Which is a Parent Group appears at center instead of at the top.
@* Salesforce Revenue Cloud *
#Revenue Cloud
During Contract generation from the Create Contract button on Quote/Order, getting this error - "We couldn't fetch the context definition name and its associated mapping name from the Context Use Case Mapping object. Try again or ask your Salesforce admin for help.
"
I have checked and validated the mapping in Context use case mapping but no help. Is there anyone with the same issue or has any resolutions steps?
Hi @Khushboo T,
To resolve this issue, go to Setup and search for Context Use Case Mapping. Then, create a new Context Use Case Mapping record for the Contract object with both Hydration and Persistence enabled.
Please refer to the attached video for a better understanding.
https://www.youtube.com/watch?v=DqnIjdo5aNIHello,
I'm currently facing some challenges while mapping CPQ fields to RLM.
The fields on the CPQ Quote Line object are:
Could you please suggest the equivalent fields in RLM for these, or let me know if there's any additional setup or configuration that I might be missing?
From my research, I found that RLM has a Visibility field on the Quote Line object, which seems to be similar to the Hidden__c field in CPQ. However, Visibility is a picklist field, whereas Hidden__c is a checkbox. Would it be correct to map these two fields?
I'm also unable to identify equivalent fields for OptionType__c and Optional__c.
Additionally, I have a question regarding quote calculations.
In Salesforce CPQ, the List Amount on the Quote is calculated as the total List Amount of all non-optional quote line items. Since I couldn't find an equivalent Optional field in RLM, could you please clarify how this calculation is handled in RLM?
Any guidance or recommended approach for handling these mappings and calculations in RLM would be greatly appreciated.
Thank you!
Thankyou @Richard Tuharsky! This was very helpful. I'll validate these in the sandbox and check the latest RLM documentation.
Can you check the dependencies as well inside the workspace. How the step is defined. Is it per order or order item?
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?
I Am able to create a mapping between STI and OI by cloning OrderEntitiesMapping but still not able to understand how we can ovverride the OrderEntitiesMapping which is standard as there is no option to choose or activate , making it standard isn't fruitful as salesforce recommends the ST mapping to set as default.
When amendment or renewal quote are created, the original discount/sales price is not taken into account. The next asset state period created does not have the discount field populated.
Do I have to make additional configuration in the pricing procedure to cater for this ?
agreed. To address this they're utilizing the Total Adjustment Amount field but still not user friendly.
Whats the response from SF in order to display Discount value?
**IsSyncing = true set in Flow but Quote always saves as false — platform limitation or am I missing something?** Hi everyone, I have a Screen Flow that creates a Quote from an Opportunity. The requirement is straightforward: if no Quote exists yet for the Opportunity, set IsSyncing = true on the newly created Quote so it syncs automatically. Here's what I've built: 1. **Get Opportunity** — fetch the Opportunity record 2. **Get Quotes Related to Opportunity** — fetch any existing Quote linked to the Opportunity 3. **New Quote screen** — user fills in quote details 4. **Assignment** — map screen values to a Quote SObject variable, including: - Formula: `IF(ISBLANK({!Get_Quots_Related_to_Opportunity.Id}), true, false)` → assigned to `quoteRecordInstance.IsSyncing` 5. **Create Quote** — insert the SObject variable The formula evaluates correctly (confirmed via debug), the assignment runs, but the created Quote record always has IsSyncing = false. No fault/error is thrown. **What I've already checked:** - Formula logic is correct — it resolves to `true` when no prior Quote exists - The assignment element runs before Create Quote (confirmed via flow debug log) - No other automation (trigger, process builder) is overwriting it after creation - No fault connector fires **Questions:** 1. Is `IsSyncing` a system-controlled field that Salesforce silently ignores when set via Flow DML? 2. If so, is a two-step Apex approach (insert Quote → update IsSyncing = true) the only supported workaround? 3. Has anyone successfully set IsSyncing programmatically without going through the standard UI sync button? Running API version 67.0. Any guidance appreciated!
That field is not write-able
You have to write to the syncedquoteID field on the related opp.
I have the following nested bundle:
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?
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 ?
Hey @Ravi Gautam you need to create a Transaction Processing Type with Rating Preference set to Fetch and set the Transaction Processing as default in Revenue Setting.
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!
#Revenue Cloud
@harry drop @Olajide Otolorin -Prince
Ok, I'm still encountering the error and for every error message I'm getting a new refAppUsageAssignment record ID.. All of my Application Usage Types are 'RevenueLifecycleManagement' which is what all SF help documents say it should be.
I have a custom flow to create orders but it does not assign an Application Usage Type. All of my Quotes, Orders, Assets etc have Revenue Lifecycle Management as the Application Usage Type. I wouldn't think that having the assignment should mess with an Amendment Order being created.
Should I try adding a 'Get Records' for Application Usage Assignment so that the flow knows this is already created before it tries to say there is a duplicate? Or does a new AppUsage need to be created for amendments/renewals? If so, what is that? Because all I have seen is that it should be Revenue Lifecycle Management..
Thanks so much!!
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:
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!
Hello, thanks for your answer. Yeah I saw a lot of limitations with licenses/permission sets. However, I asked to @Michael Kiruba-Raja
from Salesforce, he told me thats its possible to make it work. We just need to create a custom permission set and enable manually the object settings and user permissions.
I'm currently trying to make it work, I have an error when trying to configure products with attributes on the browse catalog in experience cloud. I'm getting closer.
I opened a case, I will wait.
