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Ramp Deal Structure
Ramp deals contain time-bounded segments with distinct pricing, quantities, and discounts. The active structural mode dictates how you organize them.
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. |
Single-Level Structure (Default)
When only Ramp Deals for Groups in Quotes and Orders setting is turned on, the entire transaction is one implicit ramp schedule. Segments appear as a flat list of groups in the quote or order.
Quote or Order
└── Segment 1 (Group, Is Ramped = true)
└── Segment 2 (cloned from Segment 1)
└── Segment 3 (cloned from Segment 2)This structure is the simpler of the two modes and works well when a deal has a single product set that ramps uniformly over time.
Two-Level Nested Structure
When the Multiple Ramp Schedules Per Transaction setting is also turned on, the quote or order supports up to 10 independent ramp schedules. Each schedule is a top-level Ramp Schedule Group, and its segments are subgroups nested within it.
Quote or Order
├── Ramp Schedule Group A
│ ├── Segment 1 (Subgroup)
│ ├── Segment 2 (Subgroup)
│ └── Segment 3 (Subgroup)
└── Ramp Schedule Group B
├── Segment 1 (Subgroup)
└── Segment 2 (Subgroup)Use this structure when different product sets in the same deal ramp on different timelines—for example, a software subscription that scales annually alongside a professional services package that ramps quarterly.
Key Objects
| Object | role |
|---|---|
| Ramp Schedule Group | Top-level container for a ramp schedule (two-level mode only). |
| Segment (Group or Subgroup) | A single time period with its own pricing, quantity, and discount. |
| Quote Line Item / Order Product | A product line assigned to one or more segments. |
Structure to Use
| Scenario | Recommended Structure |
|---|---|
| Single product set, uniform ramp | Single-level |
| Multiple product sets with different ramp timelines | Two-level nested |
| Early renewal generating an auto-structured quote | Determined by the Multiple Ramp Schedules Per Transaction setting |
