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When a user marks a Quote as Primary, Quote-to-Opportunity synchronization should also be enabled for that Quote? 

To achieve this, I am using the standard syncQuoteOpportunity action in my Flow and have enabled Enable Asynchronous Opportunity Sync in Revenue Settings but still it is not working although the flow is working properly but it is not syncing the QLI to OLI, so is there any other considerations to use. 

 

#Revenue Cloud  #Salesforce Revenue Cloud  #Revenue Management System

2 个回答
  1. 10月26日 15:36

    @Ayush Negi  Please refer to the official Salesforce documentation for the setup and considerations for Quote-to-Opportunity synchronization in Revenue Cloud:

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

     

     Additionally, please verify the following:

    1. Ensure that the Quote is correctly associated with the intended Opportunity and that both records use the same Price Book (Pricebook2Id).
    2. Check that the Flow invokes the standard syncQuoteOpportunity action with the correct Quote ID.
    3. When the Flow invokes the sync action, verify whether the Syncing checkbox on the Quote becomes checked. If it does, this indicates that synchronization has been initiated, but it does not necessarily confirm successful completion.

    Hope this helps!

    #Crystal Lotus Solutions 

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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. 

 

#Revenue Cloud  #Salesforce Revenue Cloud

1 个回答
  1. 10月23日 11:46

    @Pratik Pawar  

    You need to configure the context definition and the relevant SObject mappings for this to work. below steps will help

     

    First you need to add the Action_Type__c attribute and tag to the below nodes in the Sales Transaction or relevant context definition:

    • SalesTransactionItem
    • SalesTransactionAction
    • AssetAction
    • AssetActionSource

     

    Then update the SObject mapping under 

    QuoteEntitiesMapping for context hydration for Quote

    • QuoteLineItem.Action_Type__c → SalesTransactionItem.ActionType__c
    • QuoteAction.Action_Type__c → SalesTransactionAction.ActionType__c

     

    Then update the SObject mapping under 

    OrderEntitiesMapping for context hydration for Order

    • OrderItem.Action_Type__c → SalesTransactionItem.ActionType__c
    • OrderAction.Action_Type__c → SalesTransactionAction.ActionType__c

      

    Then update the SObject mapping under 

    AssetEntitiesMapping for context hydration for Asset

    • AssetActionSource.Action_Type__c → AssetActionSource.ActionType__c 
    • AssetAction.Action_Type__c → AssetAction.ActionType__c

      

    Then update the SObject mapping under 

    AssetToSalesTransaction for cross-context mapping, Legacy View makes it easier to map. Add the Sales Transaction context definition you are currently using to the Connected Objects list on the right-hand side.

    • Map AssetAction.ActionType__c to SalesTransactionAction.ActionType__c.
    • Map AssetActionSource.ActionType__c to SalesTransactionItem.ActionType__c

     

    In my experience, Quote Actions are created for amendments, Renewals and manually created ones don't really work.

     

    Salesforce provides a step-by-step example for mapping a custom field from Order Item to Asset Action Source:

    Example: Map an Installation Date Field – Salesforce Help

     

    Hope this helps!!

    #crystal lotus solutions.

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I'm working on trailhead challenge for Implement Derived Pricing module. For the challenge, I've created a derived pricing record for LucidChart and re-synced the pricing, but the calculations are not correct. The price of LucidChart is blank instead of 30% of Google Workspace. Also, when I click on Check Challenge button, I get the following error - Whoops, looks like there was a problem. Please try again.

 

#Trailhead Challenges  #Revenue Cloud

4 个回答
  1. 10月21日 11:49

    Check that Lucidchart is linked to Google Workspace correctly and that the 30% pricing formula is set up properly. Re-syncing after saving might fix it! 

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Hi all, 

 

I'm exploring Product Catalog Management in Revenue Cloud and trying to understand the practical purpose of Product Specification Types and Product Specification Record Types. 

 

my understanding is A Product Specification Type lets you define industry-specific product lines. 

and Product Specification Record Type links that type to a Record Type on Product2 and sets whether the product is commercial (sellable) or non-commercial. 

- Both are optional and are deployed as metadata.  

 

 I can see Commercial and Technical record types OOB. Has anyone customised this in a project?  

Any examples, lessons learned or pointers would be much appreciated.  

 

doc: 

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

  

@* Salesforce Revenue Cloud *

#Revenue Cloud    

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Hi Team,

I am unable to see any products when trying to add them through Browse Catalog

 in the Quote. I have verified the following: 

Unable to see any products when trying to add them through Browse Catalog in the Quote.

 

  • The price book has been checked twice.
  • The product is active and assigned to the correct category.
  • The price has been synced multiple times.

Despite these checks, the products are still not visible. Could someone assist me in resolving this issue? 

@* Salesforce Revenue Cloud *

5 个回答
  1. 2025年3月6日 14:45

    Got the answer- 

    Verify in the setup (Product Discovery Settings) if the indexation feature is enabled. If yes, then you should rebuild the index or calculate it. After doing so you’ll see your products back in the

    browse catalog

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2 个回答
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Hi Everyone, 

 

I would like to get some clarification on the best approach for migrating from Salesforce CPQ to Agentforce Revenue Cloud. 

 

Specifically, I’m trying to understand how the licensing and org setup work during the migration. If we migrate everything from our existing Salesforce CPQ solution to Revenue Cloud, would we need to continue paying for both the existing CPQ org/licenses and the new Revenue Cloud licenses during the transition, or would we only need to pay for the Revenue Cloud licenses? 

 

Also, how does Salesforce typically handle the transition period between CPQ and Revenue Cloud? Is there a recommended approach or migration strategy that allows us to avoid paying for both solutions for an extended period? 

 

If anyone has gone through a CPQ-to-Revenue Cloud migration or has experience with the licensing side of it, I would really appreciate your insights. 

 

Thanks. 

 

#Salesforce Developer  #Agentforce  #Revenue Cloud  #Salesforce Revenue Cloud  #Revenue Management System  #Salesforce CPQ & Billing  #CPQ

6 个回答
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Hi, I have added a product to the categories, but when I try to create a quote, browse the catalog, and check under Accessories, I am unable to select the product 

Can't add Product to a Quote IN Revenue Lifecycle Management (RLM)

 

. 

9 个回答
  1. 10月13日 03:20

    @Paras Bhola- did you move forward with this. I am having the same issue and can't seem to find what is wrong. Sync price data and rebuild index, all looks good, just that products never show in  the Quote process. Stuck with this Step and can't proceed.

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When Derived Product Gets added in TLE error message shown as:  Guide me on Implementing Derived Price.

 

Derived Price Record : image.png #Revenue Cloud

1 个回答
  1. 10月9日 17:40

    @Tushar Konde That message means the line editor couldn't find a usable derived price record for the product you just added. A derived product doesn't price from a normal price book entry. It prices from a derived price that points at a contributing product.

    The usual miss is adding the derived product on its own. The contributing product has to already be on the quote, and the derived price record has to use that product as its source, on the same price book and selling model as the quote. If any of those don't match, the lookup comes back empty and you get Derived Price Record with nothing after it.

    Check the derived price record first, then add the source product, then the derived one. If the record is right and the source is already on the quote, the pricing procedure on that quote isn't running the derived price element, so the line still has nothing to price with.

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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

 

 

#TrailblazerCommunity  #Trailhead

3 个回答
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