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Product Ramp Segments in Ramp Deals for Lines
A ramp deal is a type of sales agreement where price and volume vary across time periods. A ramp segment is a specific period within a ramp deal during which certain prices and volume are in effect.
Required Editions
| View supported products and editions. |
If you opt to sell a product as part of a ramp deal, you can associate the product with multiple ramp segments such as a free trial and then a yearly subscription.
Create a Product Ramp Segment
Enable and configure product ramp segments for your ramp deals.
Required Editions
| User Permissions Needed | |
|---|---|
| To create a ramp segment: | Manage Product Catalog |
Note If you're new to Revenue Cloud, Salesforce recommends that you turn on and use ramp
deals for groups. If you’re using ramp deals for lines, decide if you want to transition to ramp
deals for groups.
Before you create a product ramp segment, enable Ramp Deals for Lines in Quotes and Orders in Revenue Settings. Here's how:
- From Setup, in the Quick Find box, enter Revenue Settings, and then select Revenue Settings.
- Enable Ramp Deals for Lines in Quotes and Orders.
Note
Considerations for product ramp segments.
- You can associate only static simple and configurable simple products with ramp segments.
- You must assign a term-defined product selling model to a product and then use the combination of the term-defined product selling model and the product to create a ramp segment. To assign a product selling model to a product, use the Product Selling Model Options related list on the product.
- You can’t associate a product with more than one ramp segment of the same segment type. For example, a product can have only one yearly product ramp segment.
- From the Product Catalog Management app’s home page, click Products.
- From the list of products, click the simple product for which you want to create ramp segments.
- Go to the related tab for the product.
- From the Product Ramp Segments related list, click New.
-
In the New Product Ramp Segment window, specify these details:
- Select a term-defined product selling model.
-
To let users try your simple product for free for a specified duration, under Segment
Type, select Free Trial, enter a trial duration, and select the
duration type.
For example, to offer a product for a 1-month free trial, enter 1 in the Trial Duration field, and select Month under Duration Type.Note To associate a free trial segment with a product, you must first associate a yearly or custom segment with that product.
-
To create a segment for a specific number of years, select Yearly
under Segment Type.
Leave the Trial Duration and Duration Type fields blank.
-
To create a segment for a custom duration, select Custom under
Segment Type.
Leave the Trial Duration and Duration Type fields blank.
- Save your changes.
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