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Deal Maximizer

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneral

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Deal Maximizer

Deal Configuration Process

Define Deal Guidance Dimensions

Dimensions are used to populate Dimension Sets, which are subsequently used by Guidance Rules.

Dimensions can be attributes of products, quotes, quote line items, deals, and deal line items. Dimensions enable you to set the criteria which will be used to judge the quality of a deal.

Note:

By default, out of the box, Line Item and Product Configuration are supported. To enable Deal Maximizer for other objects, customers should contact professional services.

Defining deal guidance dimensions

To define deal guidance dimensions, navigate to the Deal Guidance Dimensions tab and create a new dimension. Enter the required details such as Dimension Name, Business Object, Dimension Type, Field, and Description. Save the dimension to make it available for inclusion in a Dimension Set. Ensure that the dimension is not in use by any rule if you wish to edit it later.

  1. Go to All Tabs () > Deal Guidance Dimensions.
  2. Click New Deal Guidance Dimension.
  3. Enter the following details and click Save or click Save & Renew to repeat this task.

    Field

    Description

    Dimension Name

    Provide a descriptive, unique name for the dimension.

    Business Object
    Select the object you plan to use the deal guidance for. This impacts which fields are displayed in the Field list, as they will relate to this object. Select one of the following:
    • Line Item: To display fields associated with line item object.
    • Product Configuration: To display fields associated with product Configurations-related list object on the Quote/Proposal record.

    Dimension Type

    Select whether you want to use a single field from the Business Object record or a formula:

    • Field: this will load the Field list with all of the fields for the selected Business Object.
    • Formula: this will turn the Field list into a text area for entering a formula.

    Field

    If you selected Field Dimension Type, this list will contain all of the fields for the selected Business Object. It only includes header level fields. Related list fields are not included. If you selected Formula Dimension Type, you must enter in a valid formula using the fields from the selected Business Object. The formula can be a maximum of 255 characters including spaces.

    Description

    Type a brief description. This is an optional field. Click Save. The dimension is now available for inclusion in a Dimension Set.

Create a dimension set and make use of the newly created dimensions. You can Clone the Dimension, which will display a new Edit page with the dimension options pre-populated with the values from the cloned Dimension. If you want to edit the Dimension later, you must ensure it is not being used by a rule, as you cannot edit dimensions that are in use.

Administrator Guide
Salesforce
Deal Maximizer

August 20, 2025