- Fields at a glance — a compact table of every field with its label, API name, and type.
- Field details — a full entry per field with its description and, where relevant, picklist values and defaults.
Revenue vocabulary
Every money field in the package uses these designed terms consistently:
The ledger composes bottom-up: line Net Amount Prorated values sum into
phase Recurring Revenue Prorated / One-Time Revenue, phases sum into the
quote’s Recurring / One-Time TCV, and the proposal rolls up its primary
quote’s totals natively.
A ramp deal has no single ARR, so the quote and the contract each carry three,
named for what they measure: First-Year, Exit and Blended ARR. On a flat deal
they are equal. Map whichever one your org calls “ARR”.
Objects
Proposal
The deal shell, one-to-one with the Opportunity: workflow stage, links,
and totals rolled up from its primary quote. Exists from the moment
quoting starts, even before anything is priced.
Opportunity
The Veles fields on your standard Opportunity: the proposal’s stage and
type, and its primary quote’s totals, ARR, term and dates. Veles never
writes Amount, Stage or Close Date.
Quote
One priced quote (block) within a proposal. Several may exist as
alternates; exactly one is Primary and drives the proposal’s totals.
Quote Attribute Value
One dynamic, user-defined variable attached to a quote.
Quote Phase
One time-segmented pricing window within a quote (e.g. a ramp year),
with its own precomputed totals.
Quote Phase Attribute Value
One dynamic variable or normalized UOM value attached to a quote phase.
Quote Line
One product charge priced for one phase window — the reporting
workhorse, with denormalized phase and billing attributes for
join-free rollups.
Quote Line Attribute Value
One dynamic, user-defined variable attached to a quote line.
Order
The commercial commitment created when a quote is accepted. Immutable
once finalized, so a proposal may hold several; at most one is active,
and there may be none.
Order Attribute Value
One dynamic, user-defined variable carried into an order.
Order Phase
One time-segmented window within an order, with its own precomputed
totals. No discount or uplift — the negotiation is settled by then.
Order Phase Attribute Value
One dynamic variable or normalized UOM value carried into an order phase.
Order Line
One product charge committed for one phase window. Carries the quote
line’s Net prices through unchanged, so the two join cleanly.
Order Line Attribute Value
One dynamic, user-defined variable carried into an order line.
Contract
The agreement in force with a customer, on its Salesforce Account. An
amendment changes it in place; a renewal starts a new contract that names
the one it renews.
Contract Phase
One time-segmented window within a contract, with its own precomputed
totals.
Contract Phase Attribute Value
One normalized UOM value a contract phase holds, carried from the order
that created or last amended it.
Contract Line
One product charge committed for one phase window. Keeps its record across
amendments and carries the order line’s Net prices.
Contract Amendment
One change Veles recorded to a contract: the order that created it, each
order that amended it, an import or a cancellation, with what it changed in
what the customer pays.
Contract Amendment Line
What one amendment did to one contract line: its terms before and after,
and the payable change. The record for expansion and contraction reporting.