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#Revenue Cloud토론 중인 항목 99개

I'm working on a Salesforce Revenue Cloud use case.

I have a custom attribute called Number of Lessons on my product.

Example:

  •  Language = English 
  •  Number of Lessons = 10 
  •  Price per Lesson = $66 
  •  Total Price = $660 

Currently, users must manually enter Quantity = 10.

Is there any standard Revenue Cloud feature to automatically populate the Quote Line Quantity from the Number of Lessons attribute?

Can this be achieved using a Pricing Procedure, Configuration Rule, or any standard Revenue Cloud functionality without custom Apex?

 

답변 5개
  1. 오늘 오전 10:27

    Directly I don't think you can with point and click. 

    If the quantity can't be used directly and the number of lesson need to override the quantity values, you'll need to go to a pricing plan with a pre hook.

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yi song (Accenture) 님이 #Trailhead Challenges에 질문했습니다

I create a revenue cloud test org from the link below, select the role as developer.  

Trailhead | Promo Org Signup

 

and then connect this org from link below 

Create Product Categories and Manage Attributes Effectively

 

but when I finished the challenge, then try to check the result, error occurred as below: 

"

We can’t find the Revenue Cloud org with our sample data. Make sure you select the special Developer Edition org with Revenue Cloud from the Hands-on Challenge picklist."

org id: 

00DNS00000xXYXC 

user name: yi.song

#Trailhead Challenges  #Revenue Cloud

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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. 

 

 

 

When a quote is amended, I’m seeing Ramp Schdule-1 appear in the center.

 

@* Salesforce Revenue Cloud *

 

 

 

#Revenue Cloud

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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? 

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Hello,

I'm currently facing some challenges while mapping CPQ fields to RLM.

The fields on the CPQ Quote Line object are:

  • Hidden__c
  • OptionType__c
  • Optional__c

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!

 

@Jayaprakash .  

@* Salesforce Revenue Cloud *  #Revenue Cloud

답변 2개
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답변 1개
  1. 7월 11일 오후 2:59

    Can you check the dependencies as well inside the workspace. How the step is defined. Is it per order or order item?

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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?   

 

@* Salesforce Revenue Cloud * 

답변 3개
  1. 7월 10일 오전 11:05

    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.

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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 ? 

 

답변 5개
  1. 7월 9일 오전 7:15

    @Deeksha Luchman

    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?

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**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!

 

@* Salesforce Revenue Cloud * 

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I have the following nested bundle:

  • Parent Product A
    • Product B
      • Usage Monthly
      • One time Fee

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?  

How to sell upfront licences in Usage based product in ARM ?

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 ?

답변 3개
  1. 7월 9일 오전 5:19

    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.

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