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Set Up Ramp Deals for Groups
After prerequisites are complete, here's the end-to-end setup flow.
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. |
Step 1: Complete the Prerequisites
Complete all steps in Prerequisites: Ramp Deals for Groups. Turn on Enable Groups in Quotes and Orders, Clone Quotes and Orders, and Ramp Deals for Groups in Quotes and Orders. Optionally turn on Multiple Ramp Schedules Per Transaction and Trial Segments for Group Ramp Schedules.
Step 2: Configure the Product Discovery Flow
Use the Discover Products flow to select a catalog and then add products from the catalog to their associated record pages. The Discover Products flow is readily available with Product Discovery, and you can customize the flow beyond the available capabilities to meet your business needs. For more information, follow steps 5 to 7 in Prerequisites: Ramp Deals for Groups.
Step 3: Configure the Transaction Line Editor
In Setup, add the Sales Transaction Line Editor component to quote and order page layouts and configure it to show the required segment and group fields as described in the prerequisites.
Step 4: Create Ramp Schedules
In Setup, find and select Revenue Settings. In Set Up Flow for Creating Ramp Schedules, provide the API name of the flow to use when creating a ramp schedule. This setting unlocks segment selection, letting sales reps add products to the current segment only or to current and subsequent segments.
Step 5: Test
Create a quote or order with ramp deals for groups to verify the setup works as expected.
