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            Advanced Example of Ramp Deals for Groups

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            Advanced Example of Ramp Deals for Groups

            See an example of adding products to specific segments, dynamic configuration, varying rates, and asset management.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management with the Revenue Cloud Growth, Revenue Cloud Advanced, and the Revenue Cloud Billing licenses.

            Introduction

            Alex, a sales rep from SmartBytes, creates a quote for Acme that spans over 5 years based on the requirements shared in the opportunity record. Alex shares the quote with James from Bloomington Caregivers, a healthcare client who wants to transition from traditional learning methods to digital learning solutions.

            After sharing the quote, Alex meets James and realizes that the requirements have more nuances. Alex updates and fine-tunes the quote based on his requirements.

            The Quote page, showing products in the Year 1 segment

            Configure Products

            For the first year, James wants only a subset of the child products from each category in the Digital Education Solution.

            • Collaboration Software
              • Classroom Collaboration Software
              • Parent-Teacher Collaboration Software
            • Support Services
              • Implementation Support
            • Education Software
              • Classroom Management Software
              • Assessment Software

            From the second year onward, James wants to include Email Application and replace Implementation Support with Maintenance Support.

            Here’s how Alex updates the quote.

            1. Open the quote.
            2. Click Show more actions corresponding to Digital Education Solution in the Year 1 segment, and then select Configure.
              Product Configurator opens.
            3. In the Collaboration Software section, select Classroom Collaboration Software and Parent-Teacher Collaboration Software.
            4. In the Support Services section, select Implementation Support.
            5. In the Education Software section, select Assessment Software and Classroom Management Software.
            6. Save the changes.

              Transaction Management updates the child products in the Year 1 segment and all the subsequent segments.

              The Quote page, showing the updated list of products in the Year 1 segment

            7. To include Email Application and replace Implementation Support with Maintenance Support from the Year 2 segment, complete these steps.
              1. Open Product Configurator for Digital Education Solution in the Year 2 segment.
              2. Select Email Application.
              3. Deselect Implementation Support.
              4. Select Maintenance Support.
              5. Save the changes.
              Transaction Management automatically updates the lines in the Year 2 segment and the subsequent segments.
            8. To view the snapshot of the Email Application product, click Show more actions corresponding to the product and then select View Ramp Details.

              The child product is available only from the second year.

              The View Ramp Details: Email Application window

            Add Products to Specific Segments

            When discussing the requirements with Alex, James realizes that they also need a storage solution for the second and third years. By the fourth year, their in-house storage solution will be ready.

            Here’s how Alex adds products.

            1. To add products to the Year 2 segment, click Show more actions corresponding to it and then select Browse Catalogs.
            2. Browse and select Cloud Storage Pro, enter the quantity, click Add, and then click Next.
            3. To add the product to the Year 2 and the subsequent segments, select Current and Subsequent Segments.

              The Select Segments to Add Products window

            4. To view the details of Cloud Storage Pro, click Show more actions corresponding to it and then click View Ramp Details.

              The View Ramp Details window, showing availability of Cloud Storage Pro in segments Year 2 to Year 5

              The newly added product is ramped and is available only from the second year.
            5. To delete the product from the Year 4 and Year 5 segments, click Show more actions corresponding to Cloud Storage Pro in the Year 4 segment, and then select Delete.
            6. In the Delete ramped line item Cloud Storage Pro? window click Delete.

              The Delete ramped line item window

              Transaction Management deletes Cloud Storage Pro from the fourth year and fifth years.
            7. Save the changes.

            James is happy with the quote and approves it. Alex creates an order from the quote, and then activates the order

            Amend Consolidated Assets

            In the middle of the second year, James calls Alex and informs her that their growth was faster than anticipated. For the third year, he wants 2000 more licenses of Cloud Storage Pro.

            Here’s how Alex amends the assets to increase the number of licenses.

            1. From the App Launcher, find and select Account.
            2. Click Bloomington Caregivers.
            3. Under Managed Assets, for Cloud Storage Pro, select the checkbox in the Asset Name column.
            4. Click Amend.
            5. Select an amendment date, and then click Submit.
              You can’t modify the fulfilled part of a ramp segment. However, you can modify the upcoming part of the segment.
              The amendment quote
            6. For Year 3, enter the number of extra licenses, 2000, in the Quantity column.
            7. Save the changes.
            8. Create an order from the amendment quote, and then activate the order.
            9. Click the Bloomington Caregivers tab.
            10. To view the updated asset state periods, click Show more actions corresponding to Cloud Storage Pro and then select View.

              The Related tab of the Cloud Storage Pro asset

            When the amendment order is submitted, Transaction Management:

            • Creates the asset action, AA-000000243, to track the upsell.
            • Updates the asset state period, ASP-000000520, for the fulfilled duration of the current segment.
            • Creates the asset state period, ASP-000000561, for the remaining duration of the current segment.
            • Updates the asset state period, ASP-000000521, of the modified segment.
             
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