Відео

Hey, I'm getting an error when hitting save. Do you know how to fix it? CRITERIA_HEADING_1 criteria either uses sequence numbers that are not declared in the conditions or is missing sequence numbers that are declared in the conditions. So, rule nmTest cannot be saved.

Hey, I'm getting an error, do you know how to fix it? CRITERIA_HEADING_1 criteria either uses sequence numbers that are not declared in the conditions or is missing sequence numbers that are declared in the conditions. So, rule nmTest cannot be saved.

do we need to update the discovery procedure too?

Did you try amendment on ramp? How does it work?

Hi, Your videos are really helpful can you please upload a video about Rate Management In RCA, i wanted to know how to setup usage based products in RCA

awesome! thank you!

share the discount percentage formula

Can you make the price editable within the product configurator?

Very helpful! Can we get a part 2 where you go through some of the finer details of the pricing procedure elements?

Thank you! Just had a training on RLM last week, but had few minor bugs on my Org and this helped a lot.

This is too good and thanks much for creating the content for this. But i have questions here. What is the difference between Revenue Cloud and Revenue Cloud Advanced? Can you share some insights or any helpful links ? Thank you1

Hi this was helpful, can you help with Credit memo flow in RLM billing?

Pumping out gold content non-stop! Thanks JM.

Thanks JM - while it's such a simple task...it wasn't obvious where to modify this.

Very helpful content indeed, thank you for putting it together!

Really Helpful .. thanks a tonne...

Nice work getting this out so fast, appreciate the KT

why we are adjusting a price -1250?

Short and sweet videos on Revenue cloud

Is there an option for uplift capability instead of a discount? Additionally, do we need to click the Ramp button in the transaction line editor and then the Generate button for each product again on the 'Configure Time-based Ramp' screen? With 10-20 products on most quotes, this could pose a usability issue. Most of our deals are multi-year, and we typically apply different uplifts for different segments.

please i have Sync Error when i try to Sync pricing data : Sync Error Details We couldn’t sync the pricing data. Try again, why ! thank you

For anyone receiving the "We couldn't sync the pricing data try again" message. I recommend stepping away for 10-15 minutes and trying again. I know this is an unsatisfying answer, but it's happened to me several times and letting the system rest made it all better :).

Easy to follow and love the real world Tesla example.

Can we amend assets quantity anytime during the asset period irrespective of billing cycle ?

what is the main use of this grouping in RLM? When should we use this feature and when not? Also the add groups button is not visible in my quote object. How can I enable it?

Hi JM, Thank you for the RLM series, this has been super helpful. A query -> Win25 is yet to be rolled out on prod instances, did you create a sandbox to show this feature?

how can we map from quote line to order item? Also why are we mapping from salestransaction item to quote line? I mean what is the need for first mapping.

Can I somehow use the attribute as an input of a parameter to calculate the quantity. F.ex Sales person has to insert numbers in two parameters, A and B. These are prerequisites to calculate a quantity. So behind A and B there's a formular. How to set this up, in both CPQ and RLM if there's any differences ?

Facing issue when I "Save Quote" after adding Products- "For the recordName parameter, specify Expression Set that has at least one active version".

The fulfillment plan and the destination product setted up in the decomposition rule is not displaying in the order after activating it. It is only visible after I submit the order. Is it an issue on my end? Also can you do a brief video on bundle products, on how to create a fulfillment plan, decompose the products and set up jeopardy rules?

Is this CLM in built with native salesforce or do we have to like get some additional license / packages for it ?

how will we create fulfillment plan for a product?

Expecting more RLM videos in the future.

can you provide detailed videos about order management in RLM?

how will we create fulfillment order product?

how will we make the quote line rates lwc? It would be really helpfull.

When creating an Order record from a Quote, the Subtotal from the Quote Line Items are not carrying over to the Product Subtotal (TotalLineAmount) on the Order Products. Is there a way to map these fields?

Hi Can you tell me why structure tab doesn't appear on my product page layout?

Hi there, I tried all of the steps that you showed in the Video. However, none of the products are visible when clicking on browse catalogue. Do you know what the issue could be? Thank you in advance! KR Dusan

So it looks like Derived Pricing is RLM's equivalent of Percent of Total, is that correct? But it adds the ability to apply a different algorithm to the pricing. It can be a simple percent as is in your example, but the algorithm could be more complicated. The thing that PoT lets you do, that I am not seeing Derived Pricing support is the ability to scope your price basis more flexibly. For example, if I wanted 15% of all lines on a quote that fall in Product Family XYZ, doesn't look like that can be done. The only options you have (right now anyway) are transactional/non or product/header.

Is there any option to change where the error message is displayed? Like at the option you are selecting instead of being forced to scroll all the way to the top of the screen?

If you only allow one option in a category via Mix and Max attributes, why doesn't RLM present you with radio buttons instead of a checkbox and an error if you select both? CPQ handles that just fine...

How can I map Product field to Quote Line Field?

Thanks for making this series of RLM. Very helpful 👍

Thank you for doing these kind of work ...I am newbie to CPQ and your videos really helped.

It is very needful one , thank you. Can the source and destination products can be same?

Thanks for the info but after creating the product and doing the setup as you said ended up error in syncing the product "We couldn't sync the pricing data try again" . I tried multiple times but the same error is popping up? What could be the reason any suggestions?

How can I map Quote header attribute to Contract using context mapping?