05 Jun Products not showing – Revenue Cloud
If you’re trying to add products to a quote using Browse Catalogs in Salesforce RCA and certain products aren’t showing up, you’re not alone. Several common setup and configuration issues can prevent products from appearing.
Here’s a consolidated guide to help you troubleshoot and resolve the most frequent causes.
1. Product Setup Issues
- Misconfigurations in the product record itself are a common cause of visibility issues.
- The product is not marked as Active
- It’s not assigned to a Category within the catalog you’re browsing
- The product lacks an active Product Selling Model (even if marked optional, it’s often required for visibility and pricing)
- Product Specification Type is not “Commercial”
2. Product Disqualified by Qualification Rules
By default, all products and categories are qualified. However, Qualification Rules can disqualify products based on specific business logic—such as customer location, purchase history, or account attributes.
- If any rule disqualifies a product or its category, that product won’t appear in Browse Catalogs.
- A product is only considered qualified if at least one of its assigned categories is qualified.
3. Pricing Configuration Problems
Product visibility is often tied to pricing setup.
- The product has no Price Book Entry in the price book associated with the quote
- Issues exist in the Product Discovery Pricing Procedure—which fetches price data during Browse Catalogs
- The default Pricing Procedure is missing or not configured in Pricing Settings
4. Decision Tables Not Refreshed or Active
Decision Tables serve as cached rule snapshots. If they’re out of sync, your quote might use outdated or missing logic.
- Tables must be manually refreshed after changes to qualification, pricing, or attribute data
- Tables must be Active to function. If stuck in “Activation in Progress” or reverted to Inactive, related procedures can fail
- Unrefreshed or inactive tables may block product visibility or pricing calculations
5. Misconfigured Product Discovery Settings
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- Context Definition
- Qualification Procedure
- Pricing Procedure
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All three must be:
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- Properly selected in Product Discovery Settings
- Built using the same Context Definition
- Active and free of configuration errors
6. Product Index Issues
Revenue Cloud uses an internal product index for catalog visibility. If the index is outdated or has failed to rebuild:
- Products won’t appear in catalog search or browse views
- Any changes to product data, categories, or search settings require index rebuilds
- Index can be refreshed from “Index and Search Configuration” tab within “Product Catalog Management” App.
7. Insufficient User Permissions
If a user lacks the right permissions, they may not be able to see products in Browse Catalogs at all.
Ensure these permission sets are assigned to the user:
8. Context Definition Misconfiguration
- Include the correct attribute mappings and nodes
- Be aligned with what’s expected by the Qualification and Pricing Procedures
- Provide access to required Salesforce object data
Incorrect or incomplete context definitions can break the product discovery logic chain.
9. Post-Upgrade or New Org Issues
Freshly upgraded or newly provisioned orgs may experience:
- Broken pricing or qualification logic
- Missing or inactive decision tables
- Misconfigured procedures or missing settings
- Custom Context Definitions not Synced
💡 Tip: After an upgrade or deployment, always refresh decision tables, validate context definitions, and review Product Discovery Settings.
Final Thoughts
Troubleshooting product visibility in Salesforce Revenue Cloud involves reviewing multiple layers—from product setup to pricing configuration, procedures, and cached data like decision tables.
Understanding these common blockers will save you time and frustration during quoting.
✅ Stay proactive:
- Regularly refresh decision tables
- Audit Product Discovery Settings
- Rebuild the product index after major changes
- Ensure the correct permissions are in place