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* Salesforce Revenue Cloud *

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Hi everyone, I'm working on a Revenue Cloud business scenario in a Developer Edition org where I need to apply tax on a product based on a product's category.    I've extended the standard Sales Transaction Context Definition into a custom one. When I try to map a "Product Category" attribute on the SalesTransactionItem node to the ProductCategoryProduct object/field in Map Data, the mapping isn't going through — the field either doesn't appear as mappable, or the mapping doesn't save correctly.    Has anyone successfully mapped ProductCategoryProduct (junction object between Product2 and ProductCategory) into a Context Definition? Does this require creating a separate child Node for ProductCategoryProduct instead of adding it as a direct attribute on the existing Product/SalesTransactionItem node? Any guidance on the correct Node structure and relationship path would help a lot. Thanks in advance!   

@* Salesforce Revenue Cloud * 

8 answers
  1. Aug 3, 7:44 AM

     The ProductCategoryProduct object is a junction between Product2 and ProductCategory. You might not be able to map it as a flat attribute on an existing node — it needs its own CategoryProduct node in the context definition, and then a cross-context attribute mapping to bridge the value into SalesTransactionItem.  

     

    There isn't specific guidance on mapping the "ProductCategoryProduct" junction object into a Sales Transaction Context Definition or whether it should be modeled as a separate child node versus a direct attribute on "SalesTransactionItem". This scenario might require further validation in your org. 

     

     Try creating a dedicated child node for "ProductCategoryProduct" under "Product" or "SalesTransactionItem" to see if it resolves the mapping issue and allows stable Map Data configuration.

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Hi @* Salesforce Revenue Cloud *

While trying to create a contract using the

Create Contract button on the Quote, I am encountering the attached error.

I have attached the relevant screenshot/error details for your reference.

Could you please let us know if there is any additional configuration or setup required to create the contract successfully? 

CLM Contract Creation from Quote

 

 

5 answers
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Hi @* Salesforce Revenue Cloud *

I need clarification on the data mapping between objects in Salesforce Revenue Cloud. 

For example, I created a custom field on both the Product and Quote Line objects and mapped the Product field to the Quote Line field. When I add a product using the Browse Catalog, the field is mapped correctly. However, if the Quote Line already exists and I click Reprice, the field is not updated. Is this the expected behavior?

3 answers
  1. Aug 2, 8:17 AM
    I think you have missed the mapping in context definition for both sales transaction and product discovery can you please confirm data is being saved correctly on quote line
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I am trying to create a rule in Constraint Builder but when I try to add the product, I do not see all.   I have this product bundle that has three child components.   When I add the products, the child products are not showing up in the list.   all the products are active.    When I add the product and go to CML Editor, I do not see the child products either only this:  type Parent_Product : LineItem;

 

@* Salesforce Revenue Cloud * 

3 answers
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Has anyone encountered this error in the Salesforce Approval Process while working in RCA?

If you've seen this issue before, could you please share the root cause or how you resolved it? Any insights or suggestions would be greatly appreciated.

Thank you! 

RCA Approval Process

 

 

2 answers
  1. Josh Priem (Freelance) Forum Ambassador
    Jul 31, 5:35 PM

    This error usually shows up when something in the flow is trying to access a field that's not visible for some reason. I would make sure any field needed by the flow is opened up for step 1 of problem solving.  

     

    Cheers!

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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!

2 answers
  1. Jul 31, 5:03 AM

    @Raghunath Reddy M - Thanks! Is there any out of the box setting available to exclude the parent bundle from pricing and sync? or this needs to be custom developed?

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  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! 

1 answer
  1. Jul 28, 7:29 PM

    Things I would do

    - Try refreshing relevant Decision Tables.

    - Debug PP, check logs in operations console, verify if your PP element is triggered and check input/output values.

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When creating an attribute definition we forgot to specify the data type as text and because the picklist values were numbers, the data type was set by the platform to decimal(2). This of course causes issues with my constraint model and rules. Interestingly enough I can manually set the attribute to string and fix the values directly in the CML, but this is no a great practice and someone has to remember do this like forever. I attempted to back everything out, deleted it and clear the recycle bin, but I assume there's a platform cache somewhere (like this velocity trailhead talks about

) that still has the original API name and when I try to recreate the attribute definition with the original API name, the platform appends a 1 to the end of the API name.   

 

This is a brand new org and I'm using the feature code from the client's ERP so having a mismatch is a real pain in the neck to be doomed to from the beginning. Frankly, I would rather nuke the org and start fresh if this can't be resolved. I've asked all the smarties I know, but I know there are bigger smarties out there.  

 

Plaze Halp! Danka

1 answer
  1. Jul 27, 8:37 PM

    @Chris Forsha

    :  As per the documentation, the system enforces API Name uniqueness even for deleted Attribute Definition records. You may raise a case with Salesforce Support to see if they can assist with resolving this issue.  

     

    : As per the documentation, the system enforces API Name uniqueness even for deleted Attribute Definition records.

     

     

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Hi all, 

Sharing a setup guide our team put together for CML Explainability, in case it's useful for anyone here enabling it in their org. 

 

Quick recap for anyone who hasn't touched it yet: Explainability logs what the solver engine does during a configurator request – what actions it executes, how they relate to each other, how long each action took, and how variables changed. Available in the Revenue Cloud Operations Console under Configuration Logs, plus queryable via the DES Connect API. 

 

Setting it up involves a few pieces: 

 

  • A permission set with the "Read and write configuration logs" system permission enabled (license type: Product Configuration User)
  • Four Decision Explainability definitions in Setup: Application Subtype, Business Process Type, Explainability Action Definition, Explainability Action Version — each with specific field values

We wrote it all up here. Hope it will help. 

Thanks!

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