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.
Describe core Agentforce Revenue Management fields, objects, and relationships between objects.
~6 min read · 14 practice questions ·
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
- Detail
- Advanced Approvals data model
- Detail
- OrderItem Quote Line Item field
- Detail
- Immutable: can't be edited or removed
- Detail
- Bundle/BundleComponent, Set/SetComponent, AddOn/AddOnComponent
- Detail
- Adjustment Source Discretionary; cause null
- Detail
- Master-detail (Quote is master)
- Detail
- Treated as Add; order gets an Add order action
- Detail
- Last state period has no end date
- Detail
- 0
- Detail
- ID of the OrderItem or OrderItemDetail
Sources for this section (10)
- Data Model Overviewhelp.salesforce.com (opens in a new tab)
- OrderItemdeveloper.salesforce.com (opens in a new tab)
- QuoteLineRelationshipdeveloper.salesforce.com (opens in a new tab)
- ProductRelationshipTypedeveloper.salesforce.com (opens in a new tab)
- QuoteLinePriceAdjustmentdeveloper.salesforce.com (opens in a new tab)
- QuoteLineGroupdeveloper.salesforce.com (opens in a new tab)
- QuoteActiondeveloper.salesforce.com (opens in a new tab)
- AssetStatePerioddeveloper.salesforce.com (opens in a new tab)
- Assetdeveloper.salesforce.com (opens in a new tab)
- AssetActionSourcedeveloper.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Revenue Management Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (14 questions for this lesson)
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