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 Entries V2" record 2....
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...
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...