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Ramp Deals in Agentforce Revenue Management
Use ramp deals for groups to break down a long-term deal into smaller time-based segments, each with different products, quantities, discounts, and price uplifts.
- Understanding Ramp Deals
A ramp deal is a long-term sales agreement where price, quantity, and discounts vary across defined time periods called segments. Instead of quoting a flat rate across the entire contract, you break the deal into multiple segments—each with its own pricing, quantities, and discounts. This gives your customers clear, upfront visibility into how costs evolve over the life of the contract. - Configure Ramp Deals
Prepare your system settings, clone required flows, update page layouts, and configure product segments to deploy the full ramp deal experience for sales reps. - Build Ramp Deals
Learn how to build structured ramp deals for your groups based on your organization's administrative settings. Depending on your configuration, you can use a single global schedule per transaction or build multiple custom schedules. - Add Products to a Ramp Deal
After creating the ramp structure, add products to segments. - Manage a Ramp Deal
After you create a group ramp schedule, use these actions to manage segments and lines. - Ramp Deals for Usage Products
Use ramp deals for groups for usage products to break down a long-term deal into smaller time-based segments. - Early Renewal of Ramped Assets
You can renew one or more ramped assets before their scheduled end date to lock in pricing, consolidate contracts, or restructure a large upsell. Early renewal generates cancellation credits for the uncharged portion of the terminated segments and produces a new system-generated ramp structure on the renewal quote. - Decompose Ramp Deal Orders
Use Dynamic Revenue Orchestrator to decompose and fulfill ramp deals. A ramp deal is an order containing standalone line items that are divided into segments. Each segment can vary in price, quantity, and discount over different periods. - Configure Ramp Segments in Ramp Deals for Lines
Divide transaction lines into ramp segments with varying prices and quantities over time. - Ramp Deals for Groups Examples
Explore the following examples to see how ramp deals scale from basic, single-schedule configurations to advanced, multi-schedule scenarios. - Considerations for Ramp Deals
This topic details known considerations and limitations for the Ramp Deals feature.
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