#Salesforce Revenue Cloud38 discussing

We are migrating from Salesforce CPQ to Revenue Cloud (Agentforce Revenue Management), API v67/v68. We have a custom picklist field Action_Type__c (Add, Amend, Cancel, Renew, No Change, Transfer, Cancel and Renew) that we stamp on Quote Line Item and Quote Action, and it flows to Order Product through the Sales Transaction context definition (Sales Transaction Item attribute mapped in QuoteEntitiesMapping and OrderEntitiesMapping). That part works.

We want the same value on Asset Action and Asset Action Source after the order is activated and assets are created or updated (createOrUpdateAssetFromOrder, called from a record-triggered flow on Order).

What we tried:

1. Created Action_Type__c (picklist) on Asset Action and Asset Action Source.
2. In the context definition: added a custom attribute on the Asset Action Source and Asset Action nodes, hydration mapping in AssetEntitiesMapping (Asset Action Source to Asset Action Source), and in AssetToSalesTransactionMapping the Asset Action Source to Sales Transaction Item mapping with ctxAttrHydrationCtxs, following the same pattern we use for another custom field (Average Unit Price).
3. Activated new versions and ran fresh amendment and renewal orders.

Result: Order Product has the value, but Asset Action and Asset Action Source stay blank. Asset Action and Asset Action Source are not createable or updateable through the API or Apex, so we cannot backfill them either. The only link we have is AssetActionSource.ReferenceEntityItemId (polymorphic to OrderItem or OrderItemDetail).

Questions:

1. Is it supported to persist a custom field value onto Asset Action or Asset Action Source when assets are created from orders? If yes, which context mapping, node or setting is required (is the Asset context mapping used on the write path, or only for hydration)?
2. Does createOrUpdateAssetFromOrder copy any custom fields from Order Product to Asset Action Source, and if so how is the mapping defined?
3. If it is not supported, what is the recommended pattern for reporting the originating action type per Asset Action (sidecar object populated by an Apex trigger on Asset Action Source, or something else)?

Any pointers to documentation or a release note would be appreciated. 

Hello Community,

I recently created a new Revenue Cloud Developer Org and completed the initial Revenue Cloud setup (https://trailhead.salesforce.com/promo/orgs/get-started-revenue-cloud) . However, I'm facing an issue with Browse Catalog.

When I open Browse Catalog, the category hierarchy is displayed correctly, but no products are visible under any category.

I have already verified the following:

• Categories and hierarchy are created correctly
• Products are active
• Product Category relationships exist
• Product Selling Model Options are configured
• Standard Price Book entries are created
• Rebuilt the Product Index using Full Refresh
• Performed Pricing Synchronization
• Tested with System Administrator access

What's interesting is that even the standard/sample products that come with the Revenue Cloud Developer Org are not visible in Browse Catalog.

Has anyone encountered this issue before? Are there any additional setup steps, publication steps, catalog activation requirements, or indexing processes required to make products appear in Browse Catalog?

Any guidance would be greatly appreciated.

Thank you! 

#Revenue Cloud  #Salesforce Revenue Cloud  #Salesforce Developer  #Revenue Management System

Hi Salesforce Community,

I am currently working on a Revenue Cloud Advanced and I need some guidance on setting up the Billing process correctly.

I have already created the required product, pricing, quote, and order configuration. My Order is activated successfully, but I am facing an issue when trying to create a Contract from the Order.

When I click Create Contract on the Order record, I receive this error:

My Order has an Account, Order Start Date, Status, Order Amount, and Order Products populated.

I would like to understand:

1. What is the correct Billing setup sequence in Revenue Cloud?
2. What are the required configurations for Billing, such as:
   • Billing activation
   • Legal Entity
   • Billing Treatment
   • Tax Treatment
   • Billing Policy
   • Payment Terms
   • Billing Context Definition
   • Billing Context Mapping
   • Billing Schedule / Billing Schedule Group
3. For Create Contract from Order, which Context Definition and Context Use Case Mapping records are required?
4. How can I identify which source field is mapped to the Contract Name field and is currently returning null?
5. Do I need to configure Create Contract / Update Contract Context Use Case Mapping manually, or should the standard Order → Contract mappings work out of the box?
6. Is the issue related to my Order being Activated, or is it specifically a Context Service / field mapping configuration issue?

I have attached screenshots of the Order and the error.

Any guidance on the correct configuration steps or recommended Salesforce documentation/Trailhead modules for Revenue Cloud Billing and Contract Management would be greatly appreciated.

Thank you!