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?
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:
And tried to add a bundle to the quote afterwards, the quote lines were not added and instead threw the following error:
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
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
Hello,
I opened a case directly with Salesforce; for it to work, the quote needs to be created from the opportunity record.
Thanks.
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
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
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
This can happen because the bundle Sequence controls the order in the runtime configurator, but it may not automatically control the Quote Line order.
If the configurator order is correct but the quote order isn't, using a Quote Line Sequence field populated by Flow/Apex is a practical workaround.
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
Hi Felipe, the second error points directly to the main issue:
Salesforce Industries components such as Expression Sets and Context Definitions can have release/version dependencies, so deploying metadata created on a newer release to an older-release org may not be supported.
I’d first make sure the source and target sandboxes are on compatible Salesforce/Industries release versions. If the target sandbox is behind, refresh/upgrade it as appropriate and then retry the deployment.
For the usageSubtype error, I’d also verify that the required Insurance configuration and metadata are present and aligned in both orgs.
Since Salesforce Support has already reviewed the issue, I’d provide them both error messages and the exact source/target release versions and ask whether the target org can be brought to the required release level. The version mismatch is important here.
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
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:
Hi Rahul,
I have implemented all the recommended configurations, including creating the Quote Line Item with the required fields, calling the PST API with the appropriate pricing preference, handling the API response, ensuring the TLE/STLE component is configured with the RepriceAll action, and verifying that Hide Price Refresh Notification is disabled in Revenue Settings.
However, the issue is still persisting, and the expected pricing/refresh behavior is not working.
When a Renewal Quote is created from a Ramp Contract, the expected Ramp Segments are not being created on the Renewal Quote.
Is this the standard Salesforce behavior
for Ramp Renewals? If not, what configuration or process is required to automatically create the Ramp Segments on the Renewal Quote based on the original Ramp Contract?
#Revenue Cloud #Salesforce Revenue Cloud #Salesforce Developer
Hi Kamakshi,
Ramp segments can be auto-generated on amendment and renewal quotes when the ramped assets and ramp configuration meet the supported Revenue Management behavior. Salesforce documentation specifically lists auto-generated ramp schedules for renewal quotes.
I would first verify that:
If the renewal quote is still being created without the expected ramp segments after these checks, could you share the renewal process/action being used and a little more detail about the contract/asset setup? That would help determine whether this is a configuration issue or an unsupported scenario.
Salesforce also documents that ramped assets have specific renewal limitations and considerations.
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
