5건 · 관련도순
Usage-based pricing in Revenue Cloud: metered billing, usage records, rating, tiering, consumption schedules. NOT for choosing a CPQ pricing method (List, Block, Cost Plus Markup, Percent of Total) - use admin/pricing-model-design. NOT for legacy Salesforce Billing (blng__) schedules and invoice runs - use admin/billing-schedule-setup.
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Rebate Management setup: rebate types, payout calculations, accruals, partner rebates, program setup, compliance reporting. NOT for Sales Agreements or channel revenue management — use integration/manufacturing-cloud-setup. NOT for CPQ discounts on quotes — use admin/cpq-pricing-rules.
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Use when designing, mapping, or troubleshooting the end-to-end quote-to-cash process in orgs running Salesforce CPQ (managed package) or Revenue Cloud — covering the full object chain from SBQQ__Quote__c through Contract to blng__Invoice__c, approval routing via Advanced Approvals (sbaa__), billing schedule generation, and order activation. Trigger keywords: CPQ quote, SBQQ, revenue cloud billing, Advanced Approvals, subscription, blng invoice, contract pivot. NOT for quote-to-cash on standard Sales Cloud objects — use admin/quote-to-cash-requirements. NOT for setting up SBAA approval rules and chains — use admin/cpq-approval-workflows.
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Use when configuring or troubleshooting Salesforce CPQ contract creation, subscription management, amendment quotes, or renewal quotes. Trigger keywords: contract, amendment, renewal, subscription, co-termination, SBQQ__Subscription__c. NOT for designing the amendment/renewal architecture or swap pattern — use architect/subscription-management-architecture. NOT for amending or renewing contracts from Apex — use apex/cpq-api-and-automation. Also covers the standard Contract and Order objects underneath CPQ — Contract Status vs StatusCode, activation locking, EndDate auto-calculation, ContractSettings and OrderSettings, reduction orders, and renewal-reminder automation. Trigger keywords: Contract, ContractStatus, StatusCode, ActivatedDate, OwnerExpirationNotice, ContractTerm, EndDate, Order, OrderItem, reduction order, ContractSettings, OrderSettings, renewal reminder. NOT for Revenue Cloud or Subscription Management objects — use architect/revenue-cloud-architecture and architect/subscription-management-architecture.
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Configure Salesforce Billing (blng__ managed package) billing schedules, invoice plans, billing policies, and billing treatments on activated Orders. Triggers: 'billing schedule not generating invoices', 'blng__BillingSchedule__c missing after order activation', 'in-advance vs in-arrears billing', 'milestone billing', 'invoice run not picking up order products', 'evergreen billing setup', 'billing treatment configuration'. NOT for revenue schedules, GL transactions and ASC 606 - use admin/revenue-recognition-requirements. NOT for native Revenue Cloud (RLM) BillingSchedule objects - use data/revenue-cloud-data-model.
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