16 Jun

Posted at 09:28h in Salesforce Pricing by

Understanding the Core Building Blocks of Salesforce Pricing Before diving into configuration or process design in Salesforce Revenue Cloud, it’s important to understand the key conceptual components that drive pricing and qualification logic: Context Definitions, Decision Tables, Pricing Recipes, and Pricing Procedures. These four components work together...

08 Jun

Posted at 07:55h in Product Configurator by

1. Enable Configuration Rules in Revenue Settings In Revenue Settings, enable the relevant rule engine:Standard Configurator: "Set Up Basic Configuration Rules"Advanced Configurator: "Set Up Advanced Configuration Rules and Constraints" Note: Enabling these settings may require the "Customize Application" permission. 2. Assign the Right Permission Sets Ensure users have access...

05 Jun

Posted at 00:01h in Product Configurator by

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...

04 Jun

Posted at 06:08h in Product Configurator by

If you're working with Salesforce Revenue Cloud Advanced (RCA), you've likely encountered Decision Tables—a powerful feature used to drive product qualification, pricing, and rating logic. But what exactly are decision tables, and why is it so important to keep them refreshed? Let’s break it down. What Are...

20 May

Posted at 13:19h in Quality Assurance, Salesforce by

A well-defined QA strategy is vital for ensuring the quality and success of any project. In Salesforce projects, testing can sometimes be undervalued compared to other project phases. However, inadequate test planning can lead to higher failures in UAT testing, increased requirement gaps, and the...

17 May

Posted at 16:41h in Flows, Release Updates by

The newly introduced action buttons in screen flows are indeed a significant enhancement for user interaction. They simplify complex processes by allowing users to execute actions directly within the flow screens. This is game-changing this in flow, like we can make screen flow dynamic single-page...

14 May

Posted at 05:07h in Flows, Salesforce by

Two of the biggest mistakes that can happen while implementing any automation can be: Exceptions and Errors are not handled at all resulting in a bad user experience OR Always capturing the Exceptions but not taking action after that may result in silently killing them...

01 Sep

Posted at 14:45h in Salesforce by

Ever heard the phrase "Think outside the bowl", it doesn't have to be just for Entrepreneurs or if you are trying to achieve something big, this is true for even the smallest task you are trying to complete....

06 Aug

Posted at 14:03h in Salesforce by

Salesforce to Salesforce (S2S) is a very powerful feature to Integrate two or more Salesforce Orgs. Although the implementation sounds pretty straight forward but there are some facts Admin needs to know before they estimate and start the implementation...