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            Add an Order Application Usage Type Automatically in Agentforce Revenue Management

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            Add an Order Application Usage Type Automatically in Agentforce Revenue Management

            Simplify order creation by using an Apex trigger to populate the Application Usage Type field . This field establishes the application context for the record. For all new orders, it creates an AppUsageAssignments record of type RevenueLifecycleManagement.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled

            Apex Trigger Sample for Application Usage

            Use this sample code snippet to populate the AppUsageType field with RevenueLifecycleManagement.

            trigger RlmOrderTriggerSample on Order(after insert) {
    List<AppUsageAssignment> assignments = new List <AppUsageAssignment>();
    for (Order ord: Trigger.New) {
        // Do further filtering as necessary
        AppUsageAssignment aua = new AppUsageAssignment(
            RecordId = ord.Id,
            AppUsageType = 'RevenueLifecycleManagement'
        );
        assignments.add(aua);
    }
    insert assignments;
}
             
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