Skip to main content

Feed

Connect with fellow Trailblazers. Ask and answer questions to build your skills and network.
Ask a question...
Astha Shrivastava (Granicus) asked in * Salesforce Revenue Cloud *
Jul 20, 5:45 AM
Use flow to update the list Price

Hi Team,

I have a question regarding the use of Salesforce Record-Triggered Flows in Revenue Lifecycle Management (RLM).

I'm trying to determine whether a Record-Triggered Flow can be used to dynamically update the List Price and Total Amount based on specific business conditions.

In my use case, the List Price is not fixed—it depends on different combinations of field values. For example:

  •  If Jurisdiction is populated, then the List Price should be XXX. 
  •  If both Market and Jurisdiction are populated, then the List Price should be YYY. 
  •  Additional combinations may result in different List Prices. 

My current thought is to implement this logic using a Decision element in the flow to evaluate the conditions, followed by Assignment

elements to set the appropriate List Price and recalculate the Total. 

 

Then how we can use in pricing prodecedure ?? 

Or Pricing procedure override my flow list price.??

6 answers
  1. Ben Stokes (Merkle)
    Aug 9, 11:33 PM

    You can create a custom decision table, and add it to the Pricing Recipe as a 'List Price', and add a custom List Price element in your Pricing Procedure

Write an answer...
0/9000
Tyronne Bourne (Partner at PepUp Tech) asked in #Trailhead Challenges
Jul 22, 2020, 4:27 PM
High Probability Opportunities
Hello all I am new to the trailblazer community. I am trying to complete the hands-on challenge on how to create and customize list views. I have created a new list view for an opportunity named "High Probability Opportunities" and I believe that I filtered to only show Proposal/Price Quote but I keep getting an error message that Trailhead could not find an opportunity list view named High Probability Opportunities. I have attached a screenshot of the hands-on challenge. Any help is much appreciated. High Probability Opportunities
56 answers
  1. Manasa Udupi (Salesforce)
    Jul 22, 2020, 7:27 PM
    You need to add another filter for Negotiation/Review and change the filter logic to accommodate both the stage filters.

     

    You need to add another filter for Negotiation/Review and change the filter logic to accommodate both the stage filters.
Write an answer...
0/9000
Andréia Neves (Analista CRM at Accenture) asked in #Trailhead Challenges
Aug 9, 10:21 PM
Validate challenge: Display a prediction on a record using a screen flow – error

I am trying to validate the "Display a prediction on a record using a screen flow" challenge, but I am receiving the following error: 

 

 

Validate challenge: Display a prediction on a record using a screen flow – error

 

I've tried everything and can't validate it; can anyone help me? 

 

#Trailhead Challenges

2 answers
Write an answer...
0/9000
Neha Chandra (Technical Consultant at Self Employed) asked in #Service Cloud
Aug 9, 10:49 PM
Service Cloud User License usage

I want to understand what's the actual use case of Service Cloud License, so that I can evaluate how many license our org will require . 

I checked without license,users from different  Profiles can see Service Console App, also cases can be assigned to them. 

 

#Service Cloud  #Service Cloud Users

Write an answer...
0/9000
Jon Woodlee asked in #Data Management
Jan 6, 2017, 3:22 PM
Contacts with no Opportunity Contact Role ID
I have 12000 opportunities that do not have Opportunity Contact Roles. The contacts are in there. They are associated with the account and listed in the Contact Roles screen but do not have a role defined (says --None--). The issue was caused by poor data uploads years ago. Since these opportunities never had contact roles created, I have no Contact Role ID to provide to Data Loader to update the records (Contact Role ID is a required field to make this update). I have Contact ID, Opportunity ID, Role, and IsPrimary.

 

Please confirm that a contact will not have a Contact Role ID if they were never assigned a role. If this is confirmed is there an alternate way for me to mass update 12000 contacts to create a Opportunity Contact Role ID and assign them to a role?
3 answers
  1. Jeff Martinez
    Aug 9, 10:48 PM

    Is there a way to find the ContactRole ID if they do NOT  have any contacts in the contact role. I want to add them. 

     

Write an answer...
0/9000
shreya maheshwari asked in #Trailhead Challenges
Aug 9, 9:44 PM
so i am in Build a account Approval process>Prepare your org

Step not yet complete in Wise Badger Playground Couldn't find field labeled 'Discount Percentage' on the opportunity object. Okay so i have made up the email template API by myself as the auto generated ones were showing the errors and this is what i have done with the Discount percentage as it was already created and if i was changing the existing one  it was affecting the existing data. What should I do? 

 

#Trailhead Challenges

1 answer
  1. Keiji Otsubo
    Aug 9, 9:47 PM

    Hi , 

     

    You need to check if somehow you missed field level security Click on the field and check field level security.

    1. From Setup, open Object Manager, and then in the Quick Find box, enter the name of the object containing the field.
    2. Select the object, and then click Fields & Relationships.
    3. Select the field you want to modify.
    4. Click Set Field-Level Security.
    5. Specify the field's access level.
    6. Save your changes.

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

Write an answer...
0/9000
Dhruv Mishra asked in #Trailhead Challenges
Aug 9, 1:48 PM
In Build a Discount Approval Process module part Create initial submission actions I am facing The Discount Approval Process did not successfully submitted an opportunity for approval when the discount percentage was set to greater than 0 problem

#Trailhead Challenges

Screenshot 2026-08-09 192149.png
1 answer
Write an answer...
0/9000
Cheryl Campbell (IT Director at Purple Heart Homes) asked in Nonprofit Hub
Aug 5, 5:57 PM
I'm looking to connect with project-centric Nonprofits

Hi Nonprofit Trailblazers! 

I am looking to connect with other

non-profits that do project-centric work

. 

At

Purple Heart Homes

, we provide housing renovations and repairs for disabled Veterans. Each home repair job is tracked as an individual project. 

We are currently revising many of our internal processes. We would love to connect with and learn from similar organizations about how you manage your

flow of financial information

. 

Specifically, we are curious to know:

  • What data do you keep in Salesforce vs. your accounting system (or elsewhere)?
  • What automation or integration points are working well for you?
  • What processes or bottlenecks did not work, and how did you pivot?

If your non-profit manages project-based workflows and financials, please drop a comment below or connect with me directly. We would love to exchange ideas and share best practices! 

Thank you for your insight! 

5 answers
  1. Dan Hardy (RCD Housing)
    Aug 9, 8:00 PM
    Cheryl, I work for a nonprofit housing development organization and would be happy to connect if you want to send me a direct message. Dan
Write an answer...
0/9000
anjana srikumar asked in * Salesforce Revenue Cloud *
Jul 22, 11:39 AM
Bundle Pricing and Opportunity Synchronization

Hi everyone, 

 

Appreciate advise on implementation of the following requirements in revenue cloud. 

 

Scenario:

 

The customer sells cloud solutions as bundled offerings. For example, a Server bundle consists of components such as a Virtual Machine, Storage Capacity, and other optional add-ons. Each component has its own set of attributes, forms an individual SKU, and is priced using attribute-based pricing. 

 

The customer wants to model these offerings as bundles where the parent bundle product serves only as a logical container and is not an actual sellable product. As such, no price should be assigned to the parent bundle. Instead, the business expects the price displayed for the parent bundle to be the aggregated total of all its child components. 

 

We have the following questions: 

 

Quote to Opportunity Synchronization:

Is there an out-of-the-box capability to synchronize quote line items to the Opportunity while excluding the parent bundle product? Since the parent is only a container, the business does not want it to be created as an Opportunity Product. 

 

TotalPrice Calculation on Quote:

Currently, the TotalPrice on Quote includes both the TotalPrice of the bundle product and all of the child components, resulting in double counting. Is there a standard or recommended approach in Revenue Cloud Advanced to ensure the quote total reflects only the aggregated value of specific line items e.g I want to exclude the aggregation on the bundle? 

 

Thank You!

4 answers
  1. Edward Harry
    Aug 9, 7:57 PM

    For this kind of setup, I’d treat the parent bundle strictly as a container and keep the actual pricing at the component level. That should help avoid the parent being treated as another sellable line and causing the double-counting issue. 

    For the Opportunity sync, I’d check whether the standard quote-to-opportunity mapping can filter bundle parent lines. If it can’t, a custom mapping/automation may be needed to only create Opportunity Products from the component quote lines. 

    For the Quote TotalPrice, I’d also avoid assigning a price to the parent if the child lines already represent the complete commercial value. Otherwise the parent and components can naturally get counted twice. The exact approach may depend on how the bundle and pricing procedures are configured in Revenue Cloud Advanced. 

Write an answer...
0/9000
Gaurav Sonawane (Salesforce Developer at Pletra Technologies Ind Pvt Ltd.) asked in * Salesforce Revenue Cloud *
Jul 27, 5:57 AM
Why is my custom Term Discount not getting applied in Salesforce Revenue Cloud Advanced?

  I'm implementing Term Discounts in Salesforce Revenue Cloud Advanced (RLM) :      I have completed the implementation, but the custom pricing is not getting applied to the Quote.  Configuration completed

  •  Created a custom object to store Term Discount records. 
  •  Created the required Formula Based Pricing. 
  •  Created a Decision Table with term ranges and discount percentages. 
  •  Created a Price Adjustment Matrix. 
  •  Added the Formula, Decision Table, and Price Adjustment Matrix to the Pricing Procedure. 
  •  Added the Pricing Procedure to the active Pricing Recipe. 
  •  Configured the required constants. 
  •  Configured the Context Definition mappings. 
  •  Activated all the required metadata (Pricing Procedure, Pricing Recipe, Decision Table, Price Adjustment Matrix, etc.). 

Expected Result

The discount should be applied based on the subscription term.

Example:

  •  12–24 months → 10% 
  •  25–36 months → 15% 
  •  37+ months → 25% 

Actual Result

The Quote pricing is calculated, but the custom Term Discount is never applied. The Net Unit Price remains unchanged.

I have verified the configuration multiple times against the article but cannot identify what is missing.

Questions

  1.  Is there any additional configuration required in Revenue Cloud Advanced that is not covered in the article? 
  2.  Besides the Pricing Procedure, Pricing Recipe, Decision Table, and Price Adjustment Matrix, are there any prerequisites required for custom pricing logic to execute? 
  3.  Has anyone successfully implemented this functionality in a Revenue Cloud Advanced Developer Edition? If so, were there any additional setup steps required? 
  4.  What would you recommend checking when a custom pricing implementation is configured correctly but the pricing is still not being applied? 

Any suggestions or guidance would be greatly appreciated.

Thank you! 

2 answers
  1. Yogaraj Kandasamy Vadivel (Genesys Cloud)
    Aug 9, 7:41 PM

    when you configure the Price Adjustment Matrix element, you need to pass the InputUnitPrice, Quantity along that your custom attributes to filter the Tier data.  

    PAM element is sufficient to adjust the price and provide NetUnitPrice.  

    I am not sure, what exactly you are doing in the formula based pricing. 

Write an answer...
0/9000