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Predefined Context Definitions in Agentforce Revenue Management
A unified method for applications to access and share information is essential for seamless data integration and operational efficiency throughout the entire revenue lifecycle, from quoting to billing.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management |
To ensure data flows seamlessly across your entire revenue lifecycle, use context definitions as a central data-mapping layer. They eliminate silos by enabling applications like Transaction Management, Product Discovery, and Billing to communicate consistently. At their core, these definitions are structured metadata blueprints that contain all the necessary information to run the revenue process, defining the relationships between data nodes, their attributes, and the mappings to your Salesforce objects. This creates a reliable framework for complex, end-to-end business processes.
Context definitions are the key component of the Context Service, which acts as a generic bridge between your business processes and applications. While Salesforce provides standard definitions that work out-of-the-box, you can also extend or clone them to meet your unique use cases. This flexibility ensures you can achieve consistent and tailored data integration across various Salesforce industry clouds and APIs, making your data accessible and meaningful wherever it's needed.
See Also
View Predefined Context Definitions
All your predefined context definitions are listed on the Context Definitions page, under the Standard Definitions tab. The Standard Definitions tab shows the definitions available with the product.
- From Setup, in the Quick Find box, enter Context Service, and then select Context Definitions.
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On the Standard Definitions tab, view all the context
definitions associated with your solution.
- SalesTransactionContext
SalesTransactionContext is a predefined context definition that’s used to map sales transactions to objects such as Quote, Asset, and Order.
- ProductDiscoveryContext
The ProductDiscoveryContext context definition contains nodes and attributes that are used by and populated by Product Discovery.
- RateManagementContext
RateManagementContext is a predefined context definition that’s used to map Usage Ratable Summary object.
- RatingDiscoveryContext
RatingDiscoveryContext is a predefined context definition that maps sales transaction objects such as Quote, Order, and Asset for usage rating discovery.
- DynamicRevenueOrchestratorContext
The Salesforce DRO solution comes with its own predefined context definitions that are used to map sales transactions to objects and Order.
- BillingContext
BillingContext is a predefined context definition that's used to map billing transactions with BillingScheduleGroups and Orders.
- StandaloneBillingContext
StandaloneBillingContext is a predefined context definition that's used by Create Standalone Billing Schedules API to hydrate the context of a transaction to create billing schedules.
- SalesTransactionContext
