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#Revenue Cloud토론 중인 항목 74개

Hi Trailblazers, 

 

I have a question around the Product2.Type field in Salesforce Revenue Cloud (Agentforce Revenue Management) — specifically around whether it is configurable and how to add custom values to it. 

 

Currently, when I open a Product record and look at the Type field, the only value visible to me in the dropdown is Bundle 

 

#Revenue Cloud  #Trailhead Challenges

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Hello! 

 

The order of bundle products on the quote is not following the bundle definition which has been defined in the product configuration in the field sequence. After turning to Salesforce they are now offering a field sequence on the quote where we can set the sequence via custom code or flow. Is anybody else experiencing this behaviour or can suggest any other workaround on this issue? 

 

Thanks, 

 

Sabine 

 

#Revenue Cloud

답변 2개
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Hello everyone, 

 

Im having a issue where im unable to deploy between two orgs due to the error: 

ExpressionSetDefinition │ SuraAutoGeneralSuraAutoGeneral │ Insurance isn’t a valid usageSubtype. Specify a valid usageSubtype for the DefaultPricing usageType and try again.                                                                                                                    │             │

│ ContextDefinition       │ extendedSuraInsuranceContext   │ Cannot deploy Context Definition 'extendedSuraInsuranceContext' with release version '264.4.4' to an org with older release version '262.14.13'. This definition was created in a newer release and cannot be deployed to older orgs.

 

Both orgs, have Digital Insurance Packages and Salesforce Industries, where specifically the subtype of the orgs, despite them being the same "Insurance" wont let me deploy due the error previously mentioned. 

 

Already went with support, and they told me to try deploying these components manually to a org which i dont have access to. 

 

Also, having these orgs (Dev and build) with two different versions 264.4 and 264.11 

 

Has anyone had a similar issue? Is there any other suggestions to try on this case? 

 

Best, 

 

#Salesforce Developer  #Salesforce  #Revenue Cloud

답변 3개
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Hi Team, 

I have created the mappings from Product to Quote Line Item and followed the exact steps outlined in the Salesforce documentation. However, the mappings do not seem to be working. 

Has anyone encountered a similar issue or have any suggestions on how I can debug this further? 

Any guidance or suggestions would be greatly appreciated. I have re-sync the context definition cleared the browser cache and rebuild the index but nothing seem to work 

Thanks in advance for your help! 

 

#Revenue Cloud

답변 3개
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I have require rules that live in a constraint model that automatically adds different products based on the type of bundle that is added.

I needed to add a new product to the rule so that we can add it to the rule. However when we added a new item via "New Item" in the visual editor: 

 

Error when adding a bundle to quote after adding new item to product index of constraint model

 

And tried to add a bundle to the quote afterwards, the quote lines were not added and instead threw the following error: 

 

Screenshot 2026-09-22 at 2.24.43 PM.png

 

The item was added as a standalone product, and not as part of a bundle.

Tried commenting out the product in the CML editor which deleted the product from the model but my suspicion is that it has created other definitions in the backend that is now tripping up the pricing procedure. 

 

My questions would be

  1. What is the correct way to add a new product to the index if the product was not already showing?
  2. Has anyone ever into this issue before?

#Revenue Cloud  #Option Constraints @* Salesforce Revenue Cloud *

답변 1개
  1. 오늘 오전 2:13

    Check ExpressionSetConstraintObj for any reference. CML is using this object behind the scene. 

    Check your pricing procedure element, probably, you need to add a null check.

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Hi everyone,

I'm working on a Revenue Cloud implementation with two sandboxes (both refreshed from the same production org, at different times). In Sandbox A, activating an Order correctly creates Asset records from the OrderItems. In Sandbox B, the exact same flow (Quote → Contract → Order → Activate) leaves the Order in Status = 'Activated' with zero errors, but no Asset is ever created — and querying Asset in that sandbox returns 0 records, period, in its entire history.

What I've already ruled out (identical between both sandboxes):

  • RevenueManagementSettings, OrderSettings (all flags match, including enableEnhancedCommerceOrders=true, enableAutoAddDerivedAsset=true)
  • PermissionSetLicense for Revenue Cloud User / Fulfillment User / Billing / Business Rules Engine — all Active
  • Extended ContextDefinition mapping for Order/OrderItem vs Quote/QuoteLineItem — byte-for-byte identical counts
  • No custom Apex triggers or Flows on Order in either org — it's the pure standard "Activate" action
  • No AsyncApexJob/BackgroundOperation errors around the activation — nothing seems to even attempt the asset generation step
  • TransactionProcessingType: the broken sandbox had zero records while the working one had one marked default (Business Rules Engine). I created a matching record via Tooling API, but the issue persists.

Has anyone run into a case where Asset-Based Order Management (or whatever gates Order→Asset generation) is silently disabled at the org level in a way that doesn't show up in any Settings metadata, Tooling API object, or PermissionSetLicense? Is there a one-time, irreversible enablement step (like "Enable Contract, Asset, and Subscription Management") that a sandbox refresh could leave off even when everything else looks provisioned?

Any pointers on where else to look (or whether this needs a Support case) would be hugely appreciated — this is blocking QA testing for a client go-live. 

 

#Revenue Cloud #Salesforce #Salesforce Admin #Salesforce Revenue Cloud

답변 2개
  1. 오늘 오전 2:08

    Check the Assetize Order Flow is activated or not, along that check any RLM errors in Revenue Transaction Error Logs object, check Assetize Order Permission Set assignment as well.

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I am trying to generate the document using docgen, without using any data mapper. I want to show horizontally repeating rows instead of vertical repeating rows. For example, if my data is like following - 

1. Product 1 - 25000 

2. Product 2 - 30000 

3. Product 3 - 32000 

 

so instead of showing it like - 

Product 1 | 25000 

Product 2 | 30000 

Product 3 | 32000  

 

i want to display like in a table- 

Product 1 | Product 2 | Product 3 

25000       | 30000       | 32000 

 

can we achieve this? or not? 

  

 

@* Salesforce Revenue Cloud *

 

#Revenue Cloud  #Document Generation

답변 1개
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Hello, 

 

I am trying to complete this

module,

and I am getting the following error: 

We can’t find the quote Office Supplies. Make sure you create the quote for the EdgeMX account. 

 

However, the quote has been created for the correct account and includes the products; I followed the content and challenge steps correctly. 

 

I am also using a special Developer Edition org with Agentforce Revenue Management. 

 

Can anyone help? 

Thanks in advance. 

 

 

#Trailhead Challenges  #Trailhead  #Revenue Cloud  #Salesforce Revenue Cloud  #Revenue Management System

답변 5개
  1. 9월 22일 오후 12:19

    Hello, 

     

    I opened a case directly with Salesforce; for it to work, the quote needs to be created from the opportunity record. 

     

    Thanks.

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Hello, 

 

I am using the sales transaction line editor and following the Salesforce documentation it says that users should see all quote line items without scrolling at once glance. I do see this behaviour when I go to a connected object and back to the quote but not initially when I open the quote. The component is always presented that the user has to scroll in it when it first opens up. Is this a salesforce bug (I also entered a case with Salesforce but so far no reply) ? Is anybody else experiencing this behaviour? 

Thanks, 

 

Sabine 

 

#Revenue Cloud

답변 2개
  1. 9월 22일 오전 10:41

    Hi @Nikhil Kawale, thanks for this input. I tried it out and put the Sales Transaction Line Editor on the default tab of the Quote page but the editor does not open up and extends to its maximum height. Do you experience the same behaviour with using this editor? Thanks, Sabine

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Hi Everyone 

I am trying to create a product configuration rule that auto adds another product based on product selection in Bundle. 

i created successfully, but it is not triggering. 

My analysis:

 

PS assigned :-

 

Product configuration Rule Designer 

Product Configurator 

Rule Library:- 

Rule library is active and assigned custom context defination which is used in Pricing Procedure. 

Revenue Settings:-

 

Enabled

Set Up Configuration Rules with Business Rules Engine

 

Has anyone encountered this issue while following this Trailhead module? Could you please let me know what configuration I'm missing or what needs to be fixed?

Thanks in advance for your help! 

#Salesforce Revenue Cloud #Trailhead Challenges #Revenue Cloud

답변 2개
  1. 9월 18일 오전 6:04

     Hi @Vishal Verma

    Thanks for your response. 

    I checked everything you mentioned, and all settings are in place. 

    I identified the issue: I had enabled “Transaction processing for quotes and orders” but had not selected a transaction type. 

    I resolved it by: 

    1. Creating a transaction type and selecting it under Revenue Settings.
    2. Creating a new quote, since only new quotes can be updated with a transaction type.
    3. Testing the rule, which worked as expected.
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