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...

Product Navigation Before you start learning or using Salesforce Revenue Cloud, it’s important to understand some basic building blocks of Product Catalog Management. Catalog A catalog is a collection of products grouped for easier browsing. A product can be assigned to multiple catalogs. Catalogs are...

Once multi-currency is enabled in your org, you need to configure Revenue Cloud to ensure correct pricing on quotes and product additions. Follow these steps: 1. Open the Lookup Table From the App Launcher, search and open “Lookup Tables” Find and open the “Price Book...

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...

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...

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...

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....

Why Emotional Intelligence Matters in the Workplace Success in the corporate world isn’t just about technical skills. Your ability to recognize and manage emotions—both yours and others’—plays a crucial role in collaboration, conflict resolution, and team success. High emotional intelligence (EQ) helps create a more...

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...

Our team of CPQ experts at GV has compiled a list of common CPQ design and implementation mistakes that may occur in various client projects.

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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...