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#Salesforce Revenue Cloud18 discussing

Hi community. 

 

It is necessary to configure a dynamic filter in the bundle configurator, where the selection in the first group (for example, "Base Model") directly limits the available list of components in the following groups (for example, "Accessories" and "Wheels"). 

 

Technical goal: 

Implement logic in which, after selecting a specific "Base Model": 

In groups with accessories and wheels, only those components that are valid for the selected model are displayed. 

 

How to implement such functionality? 

 

Thanks in advance! 

 

#Salesforce CPQ & Billing  #Revenue Cloud  #Salesforce Revenue Cloud

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Hi Trailblazers,

I am creating Product records through an integration in Salesforce Revenue Cloud.

After the products are created or updated, I need to run the Rebuild Index process so the products are available in the catalog/search.

Is there any way to trigger the Rebuild Index automatically or schedule it in Salesforce Revenue Cloud?

Has anyone implemented this or found a recommended approach?

Thanks in advance for your inputs. 

 

#Revenue Cloud  #Salesforce Revenue Cloud

1 answer
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When I click on the links "Get Ready to Create Pricing Actions", "Standard Price Actions", "Custom Pricing Actions" on Price Action Parameters

 help article, it takes me to a 404 error page.  

Revenue Cloud Price Action Parameters - Help Articles not accessible

 

 

 

#Salesforce Revenue Cloud

2 answers
  1. May 11, 7:36 PM

    I think I’ve figured out how to access the article. Please follow the steps below to view the help article. 

     

    Step 1:- Right click and copy the link url of "Get Ready to Create Pricing Actions".  

     

    Step 2:- Replace the "Chunk288***" in the URL with the text from the end of URL(please see the image below) 

      

    Step 3: Final URL "

    https://help.salesforce.com/s/articleView?id=ind.pricing_standard_pricing_actions.htm&language=en_US&type=5#

    "  

    I think I’ve figured out how to access the article. Please follow the steps below to view the help article. Step 1:- Right click and copy the link url of

     

     

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Hi Team, 

 

Note : This is regarding Revenue Cloud - CML/ Advanced Config rules  

 

We have a requirement to dynamically show/hide child products in a bundle based on a parent attribute (Region).

We created a custom object Product_Region_Mapping

to store product availability by region (similar to CPQ lookup tables). 

 

Table data  

Product Region 

Product 1 | Region A 

Product 2 | Region A 

Product 2 | Region B 

 

 

Expected:

 

If Region = B → Product 1 should be hidden [As the entry doesn't exist], Product 2 should be available

 

We tried using object data import + CML Table Constraints (as per docs) 

https://help.salesforce.com/s/articleView?id=ind.product_configurator_import_object_data.htm&type=5

 

 

 

https://developer.salesforce.com/docs/atlas.en-us.revenue_lifecycle_management_dev_guide.meta/revenue_lifecycle_management_dev_guide/cml_table_constraints.htm

  

 

but it’s not working as expected. 

 

Has anyone implemented this kind of dynamic filtering using custom objects? Is Table Constraint the right approach or is there a better pattern?

Thanks! 🙏

4 answers
  1. May 10, 8:04 AM

    Oh that's a shame.  

     

    I had a thought that you could use a CML virtual container, then map the region field to hide the product.  

    You can add and make them required using the same method

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Note - This is not related to Advanced Approvals.  

 

When using preview Approvals component on Quote its giving error  

"Invalid Resource reference" 

 

however if we create simple Approval Processes flow with 1-2 Approval steps it works.  

 

How can i figure out what element in my Approval process flow is not supporting and giving the error "Invalid Resource reference" 

 

  

Preview Approvals in Revenue Cloud

 

 

https://help.salesforce.com/s/articleView?id=ind.approvals_preview.htm&type=5 

3 answers
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I want to display a certain product level field in the configuration flow for a product.  

 

i know i can over ride the fields shown in the product configuration flow to add the custom field but unfortunately when i do that it remvoes all the standard fields in there and if i add them back they are added in as editable fields. 

 

Anyone know a better way to just add a display field

1 answer
  1. Apr 27, 12:09 PM

    Hi, 

     

    The easiest workaround is to not override it and instead surface your value as a read-only field (formula works well) or show it via a small custom component in the flow. If you already added the field, you can lock it with FLS or a validation rule, but it won’t behave like a true display-only label.

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I'm probably missing something obvious, but I have to refresh my page every time I hit Save in the new Transaction Line Editor. Anyone else have this issue? 

@* Salesforce Revenue Cloud *

3 answers
  1. Oct 28, 2025, 2:14 PM

    Hi @Hayden Harris @* Salesforce Revenue Cloud *

     

    When there is a change to Quote Lines form the TransactionLineEditor then we no need to refresh ex 

     

    plictly , the component itself refreshed out of the box. Yes it does every time we make a change to lines. 

     

    If we do the same changes on lines which impact the Pricing not using the TLE then a warning banner with refresh link displays to refresh the price on Quote. 

     

    We can use the Reprice All button on the TLE component as well to refresh.

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3 answers
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2 answers
  1. Mar 27, 8:26 AM

    @Billa kirthi priya

     

    Hope this helps! 

     

    https://help.salesforce.com/s/articleView?id=004259656&type=1 

     

    To map a context definition in Revenue Cloud (RLM), follow these five concise steps: 

     

    1. Create a Custom Context Definition 

    You cannot edit the "Standard" definitions directly, so you must extend them. 

    Go to Setup > Context Definitions. 

    Find SalesTransactionContext, click the dropdown, and select Extend. 

    Give it a name (e.g., Custom_Sales_Context) and Save. 

     

    2. Add Your Attribute (The "Container") 

    Open your new definition and go to the Structure tab. 

    Select the Sales Transaction node (for Header fields) or Sales Transaction Item (for Line fields). 

    Click Add Attribute, name it exactly like your field, and set the Data Type. Ensure Input/Output checkboxes are checked. 

     

    3. Map to Salesforce Fields 

    This links your "Container" to the actual database field. 

    Go to the Map Data tab. 

    Click Edit Mapping for the relevant object (e.g., Quote). 

    Find your new Attribute on the left and select the corresponding Salesforce Field on the right. Save. 

     

    4. Create the Context Tag 

    Tags are what CML rules and Pricing Procedures actually "read." 

    Go to the Tags tab within the definition. 

    Click New Tag, give it a name, and link it to the Attribute you created in Step 2. 

     

    5. Activate 

    Go back to the main Context Definitions list. 

    Click the dropdown next to your custom definition and select Activate. 

    Note: This may take a minute to process. 

     

    After activating, go to Revenue Settings and ensure your new Custom Context Definition is selected as the default for your transactions

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Hi @* Salesforce Revenue Cloud *

 

I want to show the Message or Flag in the Product Row in the TLE in Revenue Cloud. How can I do this in the org based on the condition? Is there any API or configuration related to this that I missed?

1 answer
  1. Mar 24, 2:17 PM

    Hi @Krishna Singh

     

     

    There is no standard way to display the message or flag in the product row / TLE like the way can do on configuration screen.  

     

    You can achieve this using below customization.  

     

    1. Create a custom formula field - This will return a text or Image based on custom condition.  

    2. Add this field to your TLE as a column via editing the page or you can add this under detail section.  

     

    Hope this helps. 

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