Product Configurator

08 Jun Prerequisites for Configuration Rules

Posted at 07:55h in Product Configurator by GV Mantra

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 Revenue Cloud – Permissions Required for Product Visibility

Posted at 05:30h in Product Configurator by GV Mantra

To enable product visibility and access to the Browse Catalog functionality in Salesforce Revenue Cloud, users must be assigned three key standard permission sets: ProductImportApi Product Catalog Management Viewer Submit Transactions and Fulfilment User What Each Permission Set Does? ProductImportApi Enables product import functionality. Required to make...

05 Jun Products not showing – Revenue Cloud

Posted at 00:01h in Product Configurator by GV Mantra

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 Decision Tables in Revenue Cloud

Posted at 06:08h in Product Configurator by GV Mantra

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...