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#Salesforce Revenue Cloud39 人正在讨论

I am starting to learn revenue cloud. I have a query regarding Pricing Procedure. Let us say I have 2 Pricing procedures - Procedure 1 and Procedure 2 both are based on RevSalesContextDefinition. Which will be used on a Quote?  

 

#Salesforce Revenue Cloud

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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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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

1 个回答
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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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Hi everyone! 

 

I was wondering if there is a simple way to add products by searching in the list of all products in the revenue cloud quote line item editor? 

I can add them from browse catalogue or the search whenever the product exists in a catalogue.  

But I want to be able to search all products with the revenue cloud quote line editor without necessarily having them be added to a catalogue.  

 

Is this possible? 

 

Thank you! 

 

Marie Olsen 

 

#Revenue Cloud  #Salesforce Revenue Cloud  #Product Management  #Product

3 个回答
  1. 8月20日 02:32

    No, natively, ARM/Revenue Cloud doesn't let you search and add from "all products" the way Salesforce CPQ does..  

    Natively, there's no way to search and add products in the Transaction Line Editor without going through Browse Catalog, and Browse Catalog is inherently catalog scoped; a product has to be catalog/category assigned to be searchable and addable there.  

    For comparison: in Salesforce CPQ, clicking Add Product on the QLE pulls up a list of products based on your price book — there's no catalog concept in CPQ, so effectively every priced product is visible and pickable.

    In ARM, Browse Catalog replaces that flow, and it's built around the catalog/category model by design — a product needs catalog assignment (plus price book entry, selling model, and indexing) to appear there.

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Hi all, 

 

I am trying to ensure the line editor in revenue cloud takes the correct currency from the quote.  

I currently have price book entries in GBP and in EUR.  

 

Currently on my GBP currency quotes it is still taking the EUR price entries in the line editor.  

 

I have set the currency in the pricing procedure and product discovery but it still takes the wrong currency entry.  

 

Does anyone know how to resolve this? 

 

Thanks!

 

Kind regards,  

 

Marie Olsen 

 

#Revenue Cloud  #Salesforce Revenue Cloud  #Currency

1 个回答
  1. 10月7日 23:58

    Hi Marie,

    The line editor doesn't read the currency off the screen. It prices with whatever CurrencyIsoCode actually arrives in the context the procedure runs with. If that value comes through blank, pricing falls back to the corporate currency, and a GBP quote still grabs the EUR price book entry.

    A few things keep doing this even after the currency is set on the procedure.

    Check the quote itself, not the opportunity. If the quote was created while the opp was still EUR, the quote stays EUR.

    Existing lines keep the price book entry they were added with. Switching the quote to GBP doesn't swap those. Reprice them, or drop a new line on and see if that one comes in as GBP.

    Product discovery and the line editor can be calling a different procedure than the one you edited. Trace a GBP quote and look at the pricing input before it picks an entry. If it already says EUR there, the mapping that ran never got the quote currency.

    When the trace shows GBP going in and you still get the EUR entry, then the price book on that quote doesn't have a GBP entry for that product, and it's falling through.

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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! 

 

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

 

 

 

#Revenue Cloud  #Salesforce Developer  #Salesforce Revenue Cloud  #Salesforce CPQ & Billing

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I'm trying to follow Simple Order Orchestration with Agentforce Revenue Management

 

Configure and Execute a Simple Order Orchestration

 

But I'm unable to find the Laptop Basic bundle in Standard catalog (through Quote screen) 

 

Can anybody help please ? 

Thanks :) 

 

 

#Trailhead Challenges  #Salesforce Revenue Cloud

2 个回答
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Hi everyone,

I'm working on a Revenue Cloud implementation with two sandboxes (both refreshed from the same production org, at different times). In Sandbox A, activating an Order correctly creates Asset records from the OrderItems. In Sandbox B, the exact same flow (Quote → Contract → Order → Activate) leaves the Order in Status = 'Activated' with zero errors, but no Asset is ever created — and querying Asset in that sandbox returns 0 records, period, in its entire history.

What I've already ruled out (identical between both sandboxes):

  • RevenueManagementSettings, OrderSettings (all flags match, including enableEnhancedCommerceOrders=true, enableAutoAddDerivedAsset=true)
  • PermissionSetLicense for Revenue Cloud User / Fulfillment User / Billing / Business Rules Engine — all Active
  • Extended ContextDefinition mapping for Order/OrderItem vs Quote/QuoteLineItem — byte-for-byte identical counts
  • No custom Apex triggers or Flows on Order in either org — it's the pure standard "Activate" action
  • No AsyncApexJob/BackgroundOperation errors around the activation — nothing seems to even attempt the asset generation step
  • TransactionProcessingType: the broken sandbox had zero records while the working one had one marked default (Business Rules Engine). I created a matching record via Tooling API, but the issue persists.

Has anyone run into a case where Asset-Based Order Management (or whatever gates Order→Asset generation) is silently disabled at the org level in a way that doesn't show up in any Settings metadata, Tooling API object, or PermissionSetLicense? Is there a one-time, irreversible enablement step (like "Enable Contract, Asset, and Subscription Management") that a sandbox refresh could leave off even when everything else looks provisioned?

Any pointers on where else to look (or whether this needs a Support case) would be hugely appreciated — this is blocking QA testing for a client go-live. 

 

#Revenue Cloud #Salesforce #Salesforce Admin #Salesforce Revenue Cloud

2 个回答
  1. 9月28日 02:08

    Check the Assetize Order Flow is activated or not, along that check any RLM errors in Revenue Transaction Error Logs object, check Assetize Order Permission Set assignment as well.

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In salesforce revenue cloud. I am facing an issue in Cardinality. 

GrandParent Product(Bundle) -> Parent Product (Bundle) -> Child Product. 

I want the cardinality of all the 3 products via CML. 

Is there any possibility? 

 

 

#Salesforce Revenue Cloud  #Salesforce Developer  #Trailhead Challenges  #Trailhead  #TrailblazerCommunity

2 个回答
  1. 9月23日 05:34

    Example: Lets says 

    A parent product named : A which is a bundle type product. 

    It consist of a child product named : B which is also a bundle type product. 

    B product contains a child product named C which is a standalone Product. 

    Now, here A is the main parent , B is the parent and child of A and C is the child of B and grandchild of A. 

    So, in CML my requirement is like. I need to fetch the whole cardinality of A which includes quantity of B and C.

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