# Revenue Management data model and object relationships

*Revenue Management Consultant Study Guide · Agentforce Revenue Management Platform Concepts · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/agentforce-revenue-management-platform-concepts/revenue-management-data-model-and-object-relationships*

The objects that carry a sale from product to quote line, order product and asset, the quote-line child objects (relationships, groups, details, attributes, price adjustments), quote and order actions, and the asset object graph of state periods, actions, action sources and relationships.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Agentforce Revenue Management Platform Concepts
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Describe core Agentforce Revenue Management fields, objects, and relationships between objects.

## What the exam expects

- Trace a sale through the core objects: Product2 and price book entry, QuoteLineItem, OrderItem, Asset and the asset action records.
- Name the quote-line child object that stores bundle links, groups, amendment breakdowns, attribute values or price adjustments.
- Explain what QuoteAction and OrderAction record, including the default for a quote with no quote action and the Source Asset field.
- Describe the asset object graph (AssetStatePeriod, AssetAction, AssetActionSource, AssetRelationship) and how Current fields on Asset are filled.
- Pick the right data model diagram from the Revenue Management data model list.

Key terms: **QuoteLineRelationship** (main-to-associated quote line link, such as bundle parent and component); **QuoteAction / OrderAction** (the business action behind a quote or order, such as Add or Amend); **AssetStatePeriod** (time span with one quantity, amount and MRR); **AssetActionSource** (the transaction that caused an asset change); **AssetRelationship** (assets grouped in a bundle or set).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Approval-process diagram | Advanced Approvals data model | [Data Model Overview](https://help.salesforce.com/s/articleView?id=ind.data_model_overview.htm&language=en_US&type=5) |
| Order product to quote line | OrderItem Quote Line Item field | [OrderItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_orderitem.htm) |
| QuoteLineRelationship edits | Immutable: can't be edited or removed | [QuoteLineRelationship](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelinerelationship.htm) |
| Relationship roles | Bundle/BundleComponent, Set/SetComponent, AddOn/AddOnComponent | [ProductRelationshipType](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_productrelationshiptype.htm) |
| Manual discount source | Adjustment Source Discretionary; cause null | [QuoteLinePriceAdjustment](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelinepriceadjustment.htm) |
| QuoteLineGroup to Quote | Master-detail (Quote is master) | [QuoteLineGroup](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quotelinegroup.htm) |
| Quote without quote action | Treated as Add; order gets an Add order action | [QuoteAction](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quoteaction.htm) |
| Evergreen asset | Last state period has no end date | [AssetStatePeriod](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetstateperiod.htm) |
| Current MRR with no current period | 0 | [Asset](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_asset.htm) |
| Billing Reference | ID of the OrderItem or OrderItemDetail | [AssetActionSource](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetactionsource.htm) |

## Check yourself

- When does a quote line relationship show IncludedInBundlePrice for Associated Quote Line Pricing?
- Why can't a developer fix a wrong bundle link by editing its QuoteLineRelationship record?
- When a group is nested inside another group, which QuoteLineGroup field holds the parent's ID?
- Which Type values does QuoteAction include?

## Sources

- [Explore the Revenue Management Data Model](https://help.salesforce.com/s/articleView?id=ind.data_model_overview.htm&language=en_US&type=5)
- [Transaction Management: Quote (Data Model Gallery)](https://developer.salesforce.com/docs/platform/data-models/guide/transaction-management-quote.html)
- [QuoteLineItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelineitem.htm)
- [QuoteLineRelationship](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelinerelationship.htm)
- [ProductRelationshipType](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_productrelationshiptype.htm)
- [QuoteLinePriceAdjustment](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_quotelinepriceadjustment.htm)
- [QuoteLineGroup](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quotelinegroup.htm)
- [QuoteLineDetail](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quotelinedetail.htm)
- [QuoteLineItemAttribute](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quotelineitemattribute.htm)
- [QuoteAction](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_quoteaction.htm)
- [OrderAction](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_orderaction.htm)
- [OrderItem](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_orderitem.htm)
- [AssetStatePeriod](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetstateperiod.htm)
- [AssetActionSource](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetactionsource.htm)
- [AssetAction](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetaction.htm)
- [AssetRelationship](https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/sforce_api_objects_assetrelationship.htm)
- [Asset](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_asset.htm)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 14 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams