With the Winter ’26 release, Salesforce Revenue Cloud introduces one of the most impactful quoting enhancements we’ve seen in years: Ramp Deals for Groups.
If you’ve struggled with managing complex multi-year deals across bundles, usage products, and multiple SKUs, this update is going to simplify your life. Let’s walk through what it is, how to set it up, and what changes you’ll see in the downstream processes (orders, assets, and amendments).
What Are Ramp Deals for Groups?
Traditionally, Salesforce CPQ and Revenue Cloud allowed you to ramp individual products across years or custom time periods. This worked well for simple subscription products but fell short in more advanced scenarios:
- Bundled products couldn’t ramp together
- Usage-based products weren’t supported
- Discounts had to be applied line-by-line instead of at a group level
Ramp Deals for Groups solves this.
You can now:
- Ramp multiple products at once inside a group
- Apply discounts and uplifts at the group level
- Support bundles and usage-based products
- Clone ramp segments year-over-year with uplift logic
Enabling Ramp Deals for Groups
To get started, admins need to update a few settings:
- Revenue Settings → Turn on Ramp Deals for Groups
- Also enable Clone Quote Line Groups (required)
- Replace the old Transaction Line Editor component with the new Sales Transaction Line Editor (LWC) on your Quote and Order record pages
📌 Tip: Configure grouping fields and column layouts in the new line editor carefully — this drives what users see when managing discounts, uplifts, and segment data.
Creating and Managing Groups
Once the feature is enabled:
- Add a Group to your quote.
- Mark it as a Ramp Group (checkbox = true).
- Define start and end dates and select a segment type (yearly or custom).
From here, you can:
- Clone segments to create Year 2, Year 3, etc.
- Apply discounts at the group level
- Add usage-based or bundled products to current or subsequent segments
📸 [Screenshot Placeholder: Adding a Ramp Group with yearly segments]
Discounts and Uplifts
Discounts now apply seamlessly at the group level. For example:
- Apply a 5% discount to an entire group and see it cascade to all eligible lines.
- Apply a 5% uplift for Year 2.
⚠️ Compounding Note:
Out of the box, uplifts don’t compound year-over-year. If you want true compounding (e.g., 5% → 10.25% → 15.76%), you’ll need to modify your pricing procedure or Expression Set templates introduced in Winter ’26.
📸 [Screenshot Placeholder: Group-level discount and uplift in action]
Usage-Based and Bundle Configurations
Ramp Deals for Groups unlocks long-requested capabilities:
- Add usage-based products in mid-ramp and choose to apply them to current and subsequent segments only.
- Configure bundles differently by year — e.g., include Basic Training in Year 1 only, and remove it in Years 2 and 3.
This gives unprecedented flexibility for SaaS and subscription businesses with evolving product mixes.
📸 [Screenshot Placeholder: Year-by-year bundle configuration]
Downstream Impact
The magic doesn’t stop at quoting — ramp groups flow all the way downstream.
- Orders & Assets:
- One asset record is created for the ramped product(s).
- Multiple Asset State Periods represent each ramp segment.
- MRR and quantities reflect discounts and uplifts year-over-year.
- Amendments:
- Already fulfilled segments are locked.
- Future segments can be amended (quantities, pricing).
- Salesforce automatically closes out old state periods and creates new ones when amendments occur.
📸 [Screenshot Placeholder: Asset with multiple state periods for ramped segments]
Key Considerations
- Requires the Sales Transaction Line Editor (LWC) component.
- Products don’t need to be preconfigured as rampable — the group handles it.
- Uplift compounding requires customization.
- Asset management changes: one asset, multiple state periods.
Why This Matters
For Salesforce Revenue Cloud users, this feature represents a major leap forward:
- Less SKU proliferation (fewer ramp-specific products)
- Cleaner quoting workflows (group-level controls)
- Better downstream visibility (assets that reflect real-world deal structure)
- Support for modern pricing models (usage-based + bundles)
Official Salesforce Resources
- Set Up Ramp Deals for Groups
- Considerations for Ramp Deals for Groups
- Group Ramps for Usage Products
- Complex Long-Term Ramp Deals with Multiple Products
Final Thoughts
Ramp Deals for Groups is a game-changer for complex quoting. Whether you’re in SaaS, subscription-based services, or hardware+software bundles, this feature finally brings the flexibility many have been waiting for.
👉 Have you enabled Ramp Deals for Groups in your org yet? Drop a comment below with your experience!