Proactively strengthen customer relationships and increase lifetime value by renewing multi-year ramp schedules before they expire. Sales reps can select ramped assets for early renewal to terminate existing segments and consolidate subscriptions under a single, forward-looking ramp schedule. Get accurate financial reporting by generating credit lines for terminated periods while your reps negotiate new terms for the renewal period.
Where: This change applies to Lightning Experience in Enterprise, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or the Revenue Cloud Advanced license.
How: In Setup, find and select Revenue Settings. Turn on Multiple Ramp Schedules Per Transaction.
Sales reps initiate the renewal from the asset view. On the Set Renewal Term page, override the renewal term and select a new start date. Create the ramp schedule.