Configuring a Salesforce Flow to Calculate SSP on Source Records

Warning:

These instructions are intended for users who are experienced at creating Salesforce flows. Refer to the Salesforce Help if you require more information.

If you intend recognizing revenue using revenue contracts, the Standalone Selling Price (SSP) must be populated on each of your source records.

These instructions explain how to build a Salesforce flow to populate the order product's Per Unit SSP field from the product's SSP field. Revenue Management can then multiply the order product's Per Unit SSP by the quantity specified on the source record to calculate the source record's SSP.

Here is an outline of the flow you will be building. (Click the image to expand it.)

Diagram of Process Flow to Auto Populate SSP Field

Before You Begin

Before you begin you must enable the Enabling Revenue Cloud Connector feature in Feature Console. Make sure the Revenue Management on SF Revenue Cloud permission set is assigned to you.

You must also enable the Create Setup for Using Revenue Contracts feature. You can do this before or after building the flow.

Notes:

The images in these instructions show an org namespace of ffrr__. You might have a different org namespace or none at all.

The images in these instructions are shown as thumbnails. To expand an image, click it. To close an expanded image, click it again.

Creating the Flow

  1. From Setup, navigate to Flows. Create a new flow of type Record-Triggered Flow. We recommend you use the Auto-Layout option to build the flow.
  2. Click the Start icon in the flow.
  3. Click Edit to configure the trigger. On the Configure Trigger window, set:

    Trigger the Flow When: A record is created or updated
    Run the Flow: Before the record is saved

  4. Click Done.
  5. Click Choose Object and complete the Choose Object window as follows:

    Object: Order Product
    Condition requirements: All conditions are met (AND)

    Then add the following conditions:

    SBQQ__Status__c Equals Activated

    ffrrPerUnitStandaloneSellingPrice__c Is Null True

    When to Run the Flow for Updated Records: Every time a record is updated and meets the condition requirements

    Screenshot of Choosing the Object in the Flow UI

  6. Click Done. Note that the ffrrPerUnitStandaloneSellingPrice__c Is Null condition ensures that if the Per Unit SSP field is populated on the order product, the process does not run so the existing value is not overwritten.
  7. Click the + symbol between the Start Icon and the End icon, then choose to add an Assignment element.
  8. Complete the New Assignment window as follows:

    Label: Populate SSP on Order Product
    API Name: Populate_SSP_on_Order_Product
    Description: Populates the Standalone Selling Price for a single unit of the Product onto the Order Product

  9. Set the following assignment in the Set Variable Values section:

    {!$Record.ffrr__ffrrPerUnitStandaloneSellingPrice__c} Equals {!$Record.Product2.ffrr__ffrrStandaloneSellingPrice__c}

    Screenshot of Adding an Assignment Element in the Flow UI

  10. Click Done.
  11. Save your flow then click Activate.

When you activate an order, each order product's Per Unit SSP field is populated from the related product's SSP field. Revenue Management then multiplies the order product's Per Unit SSP by the quantity specified on the source record to calculate the source record's SSP.