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#Revenue Cloud토론 중인 항목 84개

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Ryan Gardiner (IBM Consultant) 님이 * Salesforce Revenue Cloud *에 질문했습니다
8월 13일 오후 7:05
Can you renew a Contract or only Assets?

Can you renew a Contract or only Assets?   

If you can renew a Contract, please share any setup pre-requisites and execution steps. 

 

If Contracts cannot be renewed, what other options do you have for the Contract End?  What happens to Assets under a Contract beyond the Contract End Date? 

 

Thank you!

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Cheryl Janda (CAJ Consulting, LLC Principal CEO) 님이 * Salesforce Revenue Cloud *에 질문했습니다
8월 25일 오후 1:25
Customize the Quote Line Group UI

In Revenue Cloud, is it possible to customize the Quote Line Group UI via the Transaction Line or Sales Transaction Line Editor?   

 

Customize the Quote Line Group UI #Revenue Cloud

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  1. Kate Shelton (Salesforce)
    오늘 오전 12:35

    Yes, Salesforce does support configuration group fields in the TLE. In Lightning App Builder, select line editor component and use Display Column -> Select. 

    Salesforce specifically mentions that line level fields, group fields and related record fields can be selected. 

     

    This is the official Salesforce Help article covering the Display Columns / group fields configuration - it may be helpful. 

    https://help.salesforce.com/s/articleView?id=ind.qocal_customize_transaction_line_editor.htm&type=5

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Om Yenpure
6월 12일 오후 8:25
Products are not visible in Quote while using CRE ( Constraint Rules Engine )

Hello Everyone!! 

I’m a fresher currently learning Salesforce Revenue Cloud and Constraint Rules Engine (CRE). I’m working on the CRE setup and seem to be missing something because products are no longer visible in the quote after completing the configuration.

Here are the steps I performed:

  1. Extended the SalesTransactionContext.
  2. Added the "Constraint Engine Node Status" field on:
    • Quote Line Item
    • Order Product
    • Asset Action
  3. Added field mappings in the extended Context Definition:
    • QuoteEntityMapping
    • OrderEntityMapping
    • AssetEntityMapping
  4. Activated the extended Context Definition.
  5. Enabled CRE in Revenue Settings.
  6. Updated the Context Definition in the Pricing Procedure to use the extended Context Definition.
  7. Updated the Context Definition in Product Discovery.
  8. Added the required triggers on Quote Line Item and Order Product.
  9. Assigned the required permission sets.
  10. Completed the remaining setup steps mentioned in the documentation.

After completing the setup, the issue is that products are no longer visible when creating or editing a quote.

Has anyone encountered this issue before? Is there any configuration step that I might have missed, or any specific logs/settings that I should verify?

Any guidance would be greatly appreciated. 

Products are not visible in Quote while using CRE ( Constraint Rules Engine )

 

@* Salesforce Revenue Cloud *

 

 

#Revenue Cloud

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  1. Suvajit Adhikari (Deloitte)
    어제 오전 9:32

    Facing the same issue.I am currently working on the trailhead module where I need to change the  Browse Product Context Definition  to ProductQualificationContext to test product qualification rule but after changing currently none of the prodcuts are populating in the browse catalogs window. Can you please help ? @* Salesforce Revenue Cloud *

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VTG VTG
8월 19일 오전 12:10
How can I automate the standard “Start Sync” process for RCA Quotes?

Hi All,  

 

The standard out-of-the-box Start Sync button in RCA. When a user clicks it, it:

  • Sets the Quote as the Synced Quote on the associated Opportunity
  • Populates the standard OOB Quote/Opportunity sync fields and links
  • Syncs the Quote Lines to Opportunity Products

For our cancellation process, I’d like to automate this behavior. Instead of requiring the rep to manually click Start Sync, the cancellation automation should automatically sync the cancellation Quote to its associated Opportunity and then allow the Opportunity to be closed as part of the same process.

The issue I’m running into is that the fields involved for syncing on the Quote/Opportunity sync don’t appear to be available or updateable through Flow. From what I can tell, Start Sync is invoking a standard Salesforce/RCA sync page or process rather than simply updating fields.

 

Has anyone successfully invoked the same 

Start Sync functionality programmatically?

 

Specifically, I’m wondering whether there is a supported way to:

  • Trigger the standard RCA Quote → Opportunity sync from Flow
  • Invoke it through Apex, an API, or another automation mechanism

I’d prefer to leverage the standard RCA sync functionality if possible so that the automated cancellation process behaves exactly the same way as a rep clicking Start Sync.

Any guidance on the supported approach or the underlying API/process that Start Sync

 invokes would be greatly appreciated. 

 

#Revenue Cloud  #Ask An Expert  #Salesforce Revenue Cloud @* Salesforce Revenue Cloud *

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  1. Tomas Migra (Accenture)
    8월 23일 오전 11:59

    @VTG VTG

    VTG 

    What you need to do is not to update Quote but populate on Opportunity SyncedQuoteId. Field on Quote is rather formula representing if SyncedQuoteId = current Quote Id

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Paulina Perera Bastarrachea (UADY)
8월 12일 오후 2:35
Disqualification rules - Is creating Product Disqualification records strictly necessary to disqualify products?

Does anyone know if to disqualify a product, we strictly need to create a Product disqualification record?

The use case I have is that we want to replace entitlement policies with disqualification rules, and basically we have a custom field on the product2 object, we want to disqualify (and hide in our storefront) all products that don’t have an specific value on that picklist field (value != goodValue). 

All examples I could find involved creating records for the disqualification standard object, and I want to know if that is the only way. Category disqualification is not applicable as we still want to see those specific categories on the storefront, only products hidden.

If there is no way to do that then I would need to create a disqualification record for each product I want to disqualify, which would be a lot of tech debt.    @* Salesforce Revenue Cloud * 

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  1. Kate Shelton (Salesforce)
    8월 21일 오후 7:21

    Agreed with the responses above.  

    One thing I’d add is that having the custom Product2 field in the Context Definition makes the field available to the qualification/disqualification process, but it doesn’t by itself dynamically disqualify products based on that field. 

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Janhavi Tivarekar (Astreca Salesforce Developer)
8월 19일 오전 11:06
How to Apply Discount at Bundle Level When Package Price Is $0 in RLM?

Hi everyone,

I’m facing an issue in Salesforce RLM where I need to apply a discount at the bundle level. The package price is $0, and each bundle has a different discount amount. When I try to enter a discount amount for a package with a Sales Price of $0, I get this validation error:

"Specify a number that's between 0 and Sales Price amount: Discount (Amount)"

 

I tried using DDS (Discount Distribution Service) and Header Adjustments, but the discount is not being applied. Other than adding the DDS element to the Pricing Procedure, is there any additional configuration or setup required for DDS to work correctly?

 

Is there a way to disable or modify this validation so that I can apply a discount amount when the Sales Price is $0? Alternatively, is there another supported approach to apply a discount at the bundle level when the bundle/package Sales Price is $0?

 

I referred to the Salesforce documentation for Header Adjustments.

https://help.salesforce.com/s/articleView?id=ind.qocal_header_adjustments_overview.htm&type=5&utm_source=chatgpt.com

 

Any guidance would be greatly appreciated.

Thank you!  @Jayaprakash . @Kaamil Siddiqui  #Revenue Cloud @* Salesforce Revenue Cloud *

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  1. Kate Shelton (Salesforce)
    8월 21일 오후 6:49

     Honestly, this one's tough to answer without being on the project.  

    DDS + bundle level discounting behavior can vary a lot based on how the pricing procedure, discount schedules and other config are set up. 

    Without that context I'd just be guessing, and I don't want to send you down the wrong path. 

    Might be worth opening a case with Salesforce Support on the $0 sales price validation specifically so they can log into your org and help troubleshoot, or hopefully someone else here has hit this exact scenario and can chime in. 

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Aadhar Agarwal
8월 19일 오전 4:47
Headless Product Configurator Business APIs (load-instance/add-nodes/save-instance) return 403 FUNCTIONALITY_NOT_ENABLED: [IHeadlessConfiguratorFamily] in Developer Edition

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 *

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Marie Olsen (- Salesforce Consultant/Developer)
8월 18일 오후 8:13
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

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  1. Kate Shelton (Salesforce)
    8월 20일 오전 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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Vasu Kasula (Kaseya Salesforce Developer) 님이 #Salesforce에 질문했습니다
8월 17일 오전 10:51
Product unavailable in browse catalogs

Hi Everyone,

I’m not able to see the product under the category when I try to add it to a Quote through Browse Catalogs, even though the product is active and assigned to an active Pricebook that is aligned with the Quote’s Pricebook.

Could someone please help me check if I’m missing any configuration or setup?

Thanks in advance! 

 

#Salesforce  #Revenue Cloud  #Salesforce Revenue Cloud

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Arun Sood (Acxiom Salesforce Practice(RafterOne) Lead Developer) 님이 * Salesforce Revenue Cloud *에 질문했습니다
8월 11일 오후 5:02
Renewal Quote from Contract/Asset doesn't recreate original Quote's segmented (ramp) structure

We are using Agentforce Revenue Management (RCA). Our client uses Quote Line Groups with ramped segmentation. When we contract the quote, we get assets with asset state periods for each segment.

 

When we create a renewal quote using Renew Asset Action for a contract, renewal quote gets created without any groups and segments. Although the original asset has three segments, renewal quote creates lines without original groups and segments. It creates only quote line for only one year although the original contract was for three years. 

 

If there is no out of the box solution, how can this be accomplished?

 

Is there any out of the box solution to create renewal quote with the original contract term and segments with future renewal dates.

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  1. Simran Sharma (Growth Natives)
    8월 19일 오전 5:55

    This sounds like the renewal is creating a flat line from the asset instead of rebuilding the original ramp structure.

     

    I’d first confirm whether Renew Asset Action is expected to carry Quote Line Groups and segments in your RCA setup, not just asset terms. If it is not supported out of the box, the custom step should read the asset state periods and recreate the renewal groups, segments, and quote lines from there.

     

    The key test is whether the three-year term and segment dates exist on the asset side before the renewal quote is created.

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