Revenue Cloud - GV Mantra

16 Jun Demystifying Salesforce Pricing – Revenue Cloud

Posted at 09:28h in Salesforce Pricing by GV Mantra

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...

09 Jun Revenue Cloud – Setting Up Multi-Currency

Posted at 09:23h in Revenue Cloud, Transaction Management by GV Mantra

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....

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...

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...