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....
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...
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 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...
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...