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...

19 Feb

Posted at 09:02h in Revenue Cloud by

Introduction Pricing strategy is a critical component of Revenue Cloud implementation. Businesses that update product prices regularly due to external factors must ensure that their system effectively manages these changes. A well-structured pricing strategy ensures accurate pricing, streamlined sales processes, and improved profitability.Especially for global businesses...