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            Use the Create Ramp Schedule Guided Flow

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            Use the Create Ramp Schedule Guided Flow

            The Create Ramp Schedule guided flow generates a full multi-segment deal structure in one step.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) with the Revenue Cloud Growth license, the Revenue Cloud Advanced license, or the Revenue Cloud Billing license.
            User Permissions Needed
            To create a ramp schedule:

            Create and Edit on QuoteLineGroup

            AND

            Sales rep persona
            To open, edit, or create a flow in Flow Builder: Manage Flow
            1. Open a quote or order.
            2. In the Sales Transaction Line Editor actions dropdown list, select Create Ramp Schedule.
            3. Select the schedule type.
              • Annual: Generates 12-month segments. The minimum total duration is 12 months.
              • Custom: Divides total duration into a specified number of equal-length segments.
              Annual and custom segment types can't coexist in the same schedule.
            4. Optionally add a trial segment.
              A trial segment is a fixed-duration trial period (in days or months) prepended before the main schedule. Trial duration is additive—it doesn't count toward the main schedule duration.
            5. Optionally specify a prorated segment position (first or last) for cases where the total duration doesn't divide evenly into full periods. A ramp schedule can contain only one trial segment (as the first segment) and one prorated segment (as the first or last segment).
            6. Review the generated segments, and revise the details as needed.
              • Edit dates. Changing the first segment's start date updates the Ramp Schedule Start Date. You can only change the start date for an annual or trial segment. You can edit the start and end dates for a custom segment.
              • Edit discounts and uplifts.
            7. Before generating the ramp schedule, verify:
              • There are no errors, gaps, or overlapping segments.
              • The schedule has no more than 12 segments, excluding the trial segment.
              • Segment dates are contiguous—each segment starts exactly 1 day after the previous segment ends.
            8. Click Create.
            Example
            Example
            Annual Ramp with a Trial Segment
            Number Segment Name Type Duration Start Date End Date
            1 Trial TRIAL 45 Days Oct 01, 2025 Nov 14, 2025
            2 Year 1 ANNUAL 12 months Nov 15, 2025 Nov 14, 2026
            3 Year 2 ANNUAL 12 months Nov 15, 2026 Nov 14, 2027
            4 Year 3 ANNUAL 12 months Nov 15, 2027 Nov 14, 2028
            Annual Ramp with a Prorated Segment
            Number Segment Name Type Duration Start Date End Date
            1 Year 1 - Prorated PRORATED 4 months Oct 01, 2025 Jan 31, 2026
            2 Year 1 ANNUAL 12 months Feb 01, 2026 Jan 31, 2027
            3 Year 2 ANNUAL 12 months Feb 01, 2027 Jan 31, 2028
            4 Year 3 ANNUAL 12 months Feb 01, 2028 Jan 31, 2029
            Annual Ramp with Trial and Prorated Segments
            Number Segment Name Type Duration Start Date End Date
            1 Trial TRIAL 30 days Oct 01, 2025 Oct 30, 2025
            2 Year 1 ANNUAL 12 months Oct 31, 2025 Oct 30, 2026
            3 Year 2 ANNUAL 12 months Oct 31, 2026 Oct 30, 2027
            4 Year 3 - Prorated PRORATED 1 month Oct 31, 2027 Nov 29, 2027

            After creating the ramp schedule, keep in mind:

            • To add products to any segment, use Browse Catalog from within the segment group. Products inherit the segment's Discount Percent and Uplift Percent.
            • To modify an existing schedule's dates or segment types after creation, use Edit Ramp Schedule. The Create Ramp Schedule flow only creates new, empty ramp schedule structures—it doesn't modify existing ramp schedules.
            • You can't clone a prorated segment. To extend a schedule that ends with a prorated segment, clone the last standard segment instead. The process automatically moves the prorated segment's dates forward.
             
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