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Prerequisites: Ramp Deals for Groups
Complete these essential setup steps before configuring your highly recommended group-based ramp deals.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled |
| User Permissions Needed | |
|---|---|
| To turn on the Ramp Deal for Groups in Quotes and Orders setting: | Customize Application |
- In Setup, find and select Revenue Settings. Turn on both the Enable Groups in Quotes and Orders and the Clone Quotes and Orders settings.
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Update your custom flows.
- If you created a custom Product Discovery flow before Winter '25, clone the latest prebuilt Discover Products flow and customize it.
- If you customized the Transaction Management pricing procedure before Winter '25, clone the latest prebuilt Revenue Management Default Pricing Procedure and customize it.
- If you customized Product Configurator flows before Winter '25, clone the Default Product Configurator Flow and customize it.
- In Setup, find and select Revenue Settings. Turn on Ramp Deals for Groups in Quotes and Orders.
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Optionally enable Multiple Ramp Schedules Per Transaction.
This allows sales reps to create up to 10 separate ramp schedules within a single quote or order. If you turn this on after ramp deals for groups are already active, orders created between the two settings being enabled can't be activated — you'll need a migration script to resolve those.
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Add the Sales Transaction Line Editor component to quote
and order page layouts.
Note The legacy Transaction Line Editor component doesn't support ramp deals for groups. Use the Sales Transaction Line Editor.
Configure the Sales Transaction Line Editor to show these fields:
- For quote line items and order products: Start Date, End Date, Segment Type. To identify ramped lines during testing, you can also show Ramp Identifier and Segment Identifier.
- For quote line groups and order product groups: Start Date, End Date, Segment Type, Is Ramped, and the group name field (Quote Line Group Name or Order Product Group Name). Product and group name fields must appear in the first column.
- Optionally add Unit Price Uplift if you want to use uplifts.
- Optionally configure which fields appear in the Edit Ramp Schedule and View Ramp Details windows.
Important Don't change the name of the Uplift formula-based pricing
component. If you change the name, the uplift is still applied, but the price waterfall
doesn't show the uplift value.
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