Hi everyone,
I'm working on a project where franchisees (Partner Community users) need to create Quotes directly from an Experience Cloud site using Revenue Cloud Advanced (Browse Catalog, product configuration, add products to Quote, etc.).
I have a few questions regarding supportability:
- Are RCA objects, data model and runtime features officially supported for Partner Community users?
- Is the standard Browse Catalog / Product Discovery experience supported in Experience Cloud?
- Has anyone successfully implemented the complete quote creation experience (browse catalog, configure products and create quote lines) for external users?
I couldn't find clear documentation on the supported scope of RCA for Experience Cloud users and I have some errors when trying to make it work. I would like to avoid Over-customization
Any feedback or experience would be greatly appreciated.
Thanks!
5 answers
Hello guys , I finally got it working !
@Mansi Nigam yes, here's what solved the issue for me :- Manually create a Permission Set with Read access to all the RCA objects and fields that your Partner Experience Cloud users need. Try to open access gradually by theme like Product Discovery/Catalog (Read on All Attributes objects, ProductClassification), Quote (all objects related to quotes) then Orders..etc. (Some RCA objects are not compatible, just try every objects until it works)
- Assign the appropriate standard Permission Sets and licenses as well (see the screenshots).
- Very important : In Sharing Settings, grant the required Public Sharing Access for ALL these objects to external users.
