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#Revenue Cloud58 人がディスカッション中

Hi,  we're starting to use Revenue Cloud, Product Discovery and Product Configuration.  

Need is to propose to SalesRep the ability to    

> Select the applicable Bundle in its region (eg : Bundle 1, in the USA) and that's doable with Product Discovery   

> Select right Bundle components (SalesRep will select a Product Classification Attribute)     

 

The problem 🚨   

A Bundle contains several Groups of Products where Products that are eligible (qualified or disqualified) based on a Product2.hardware Multipicklist, for a specific Asset specification  (Technical verification that the Product will be installable on Customer's Asset)     

 

I'm wondering if (and how) we can, through the Product Configurator make this appear  

 > Groups of Products are visible, by tabs 👍  

 > Products inside are selectable  

BUT ! I can't figure how to filter them in order to exclude based on the Product2.Hardwar criteria.   

With Standard Configurator rule, I can select (up to 3 actions) only Products 1 by 1...     

 

Can I leverage the Product Configurator Flow for this ? (in two screens steps ?)     

 

Thanks a lot !

 

@* Salesforce Revenue Cloud * 

2 件の回答
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Hi, I have added a product to the categories, but when I try to create a quote, browse the catalog, and check under Accessories, I am unable to select the product 

Can't add Product to a Quote IN Revenue Lifecycle Management (RLM)

 

8 件の回答
  1. 3月4日 19:06

    Did you clone the Product discovery and Pricing Procedures from the Expression set templates? and are they set correctly in the revenue settings? 

     

    If all those are confirmed you should make sure the product is active and it has a related pricebook entry as well as a product selling model option

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Hi! I am able to see the quick action when editing the page and in the object settings layout but not in the record layout. Am I missing a permission maybe? Thanks! 

2 件の回答
  1. 3月4日 6:06

    @Trini Garcia Valicente

     

    It is likely due to missing permission set. 

    Setup > Revenue Lifecycle Management Settings – enable everything there 

    Assign Permission Set Licenses: 

    Business Rules Engine Designer 

    Business Rules Engine Runtime 

    ContextService Admin Psl 

    ContextService Runtime Psl 

    Contract LifeCycle Management user 

    Product Catalog Management Administrator 

    Product Catalog Management Viewer 

    Product Configuration User 

    Product Discovery User 

    Revenue Lifecycle Management User 

    Salesforce Pricing Design Time User 

    Salesforce Pricing Run Time User 

    Fulfillment User 

    Partner Community 

     

    Also, Assign Permission Sets: 

    Assetize Order 

    Calculate Prices API 

    Calculate Taxes API 

    CLM Admin 

    CLM Runtime User 

    Context Service Admin 

    Context Service Runtime 

    Create Orders from Quotes 

    Create Orders from Quotes for Partner Community 

    CreateContract API 

    Custom Partner Community User Perm Set 

    DRO Admin User 

    DRO Order Submit Initiate User 

    InitiateAmendment API 

    InitiateCancellation API 

    InitiateRenewal API 

    PlaceOrder API 

    Price and Tax Calculation for Quoting 

    Price and Tax Calculation for Quoting for Partner Community 

    Product Catalog Management Designer 

    Product Catalog Management Viewer 

    Product Configuration Rules Designer 

    Product Configurator 

    Product Discovery Admin 

    Product Discovery User 

    ProductAndPriceConfiguration API 

    Rule Engine Designer 

    Rule Engine Runtime 

    Salesforce Pricing Admin 

    Salesforce Pricing Manager 

    Salesforce Pricing Run Time User 

    Tax Configuration 

     

     

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I need a Developer Edition of the RLM (Revenue Cloud) Org to create a Managed Package that includes RLM-specific Apex classes, Flows, Objects, and other components.Currently, I have an Enterprise Edition org, which was provisioned using a Trial ID. However, I require a Developer Edition specifically for packaging purposes.Could you please assist me with this request? I’m unsure how to proceed.  

3 件の回答
  1. 2月28日 6:55

    Hi  @Tushar Jadav , I just noticed that this video is not about creating a Developer Edition Org for Revenue Cloud. Instead, it shows how to spin up an Org using a Trial Template ID, meaning it's actually a Trial Org.

    Apologies if my understanding was incorrect.

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If I accidentally delete a product option from a bundle that's active and on quote lines, but then add it back, am I still in good shape with the existing quote lines?

1 件の回答
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I'm trying to setup Revenue Cloud in a (new) Developer Edition using the steps described in Revenue Cloud help (https://help.salesforce.com/s/articleView?id=ind.configure_transaction_management_settings.htm&type=5)    Although everything I've read suggests that Revenue Cloud should be available in a Developer Edition, I simply cannot find the "Revenue Settings" in Setup. I'm logged in as a System Administrator. I've checked for available App or System Permissions that I could be missing but cannot see anything related to Revenue Cloud.  What am I missing?    

3 件の回答
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Additionally, normal DML operations like update and insert are not working on that object( Quote Line Item Attribute object).Is there any way to extend the save functionality in RLM OOTB Configure UI? 

9 件の回答
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I've a requirement to do revenue adjustment and create invoices/ credit notes  if the contract/order is cancelled with incorrect dates. I tried cloning order but it isn't copying with products. is there any option to clone with related like we have on CPQ quote. 

2 件の回答
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I am trying to get the same data shown on the Company Information UI via an API to get Feature Licenses and Usage-based Entitlements. See screenshot attached.    Querying the ActiveFeatureLicenseMetric object is returning zero. Trying to access the FeatureLicense object directly is returning an INVALID_TYPE.     I need help with the specific APIs for Feature Licenses and Usage-based Entitlements     Thanks          

 

@* Salesforce Revenue Cloud * 

1 件の回答
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Our implementation is multi-currency. 

 

Bundle products have no cost. They have 3 groups

1. Child Products

2. Options 

3. Services 

 

A product can component in any group. The cost of component when sold independently is much higher compared to be sold in bundle . In cpq world we used to manage bundle cost on product options , while the independently selling cost on pricebook. 

 

we would like to model the above and also rollup cost at group and root product. 

 

is this possible in revenue cloud and can you give me some direction

1 件の回答
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