Salesforce Revenue Cloud offers immense flexibility in managing your product catalog, especially when handling complex scenarios like bundles, subscriptions, and taxes. However, this flexibility comes with carefully configuring multiple related objects. Whether you’re a Revenue Cloud veteran or just starting, this guide walks you through creating products step-by-step, ensuring your setup is seamless and efficient.
Why Product Creation in Revenue Cloud is Unique
Unlike Salesforce CPQ, Revenue Cloud emphasizes creating picklists as data instead of metadata and allows for more dynamic configurations, such as assigning multiple selling models to a single product. This flexibility enables businesses to cater to diverse pricing and selling requirements effortlessly.
For example, a support service can be sold for $9.99 per Term-defined month or $99 for an Evergreen annual model. Users can easily select the desired model during quoting by associating these selling models with a single product record.
Before You Begin
- Tax Considerations:
If your organization calculates tax in Revenue Cloud, ensure that Tax Engine, Tax Treatments, and Tax Policies are configured before proceeding with product creation. - Subscription Handling:
For subscription-based products, setting up a Proration Policy beforehand is crucial. - Bulk Data Import Tools:
For en masse product creation, tools like Bulk API, Jetstream, SFDMU, and Prodly are recommended over standard tools like Workbench or Dataloader, which lack full mappings for Revenue Cloud objects.
Step-by-Step Guide to Product Creation
The process of creating products in Revenue Cloud involves working with 15 to 20 objects. Below is the recommended sequence:
1. Attribute Picklists and Values
- Attribute Picklists (AttributePicklist): Define picklist categories, such as Fabric or Color.
- Attribute Picklist Values (AttributePicklistValue): Assign values to the picklists, such as Cotton or Red.
2. Attribute Definitions and Categories
- Attribute Definitions (AttributeDefinition): Define attributes that describe products, like Fabric and Color.
- Attribute Categories (AttributeCategory): Group attributes under categories such as Button-down Shirts or Polo Shirts.
3. Catalogs and Categories
- Catalogs (ProductCatalog): Organize products into catalogs like In-Stock Clothing or Bespoke Clothing. Assign start and end dates for promotions or seasonal products.
- Categories (ProductCategory): Create product groupings like Shirts or Bespoke Shirts with hierarchical relationships (e.g., Parent: Shirts, Child: Button-down Shirts).
4. Product Classifications and Attributes
- Product Classification (ProductClassification): Categorize products broadly (e.g., Shirts or Shoes).
- Product Classification Attributes (ProductClassificationAttr): Connect classifications to attributes (e.g., tie Shirts to Color to create Shirt Color).
5. Creating Products
- Products (Product2): Create product records as you would in CPQ. Assign them to categories and classifications.
6. Product Relationships and Components
- Product Category (ProductCategoryProduct): Link products to categories.
- Product Attribute Definition (ProductAttributeDefinition): Tie products to attributes and specify default values.
- Product Selling Model Option (ProductSellingModelOption): Assign selling models (e.g., Term-defined or Evergreen).
- Product Relationship Type (ProductRelationshipType): Define relationships for bundles (e.g., Bundle-to-Component).
- Product Component Group (ProductComponentGroup): Group components (e.g., Shirt Bundles).
- Product-Related Component (ProductRelatedComponent): Create bundle definitions, linking parent and child products with relationship types and component groups.
7. Overrides
- Product Component Group Override (ProductComponentGrpOverride): Adjust max/min quantities for groups.
- Product Related Component Override (ProductRelComponentOverride): Customize settings for bundle components, such as required status or inclusion in price.
8. Pricing
- Price Books (Pricebook2): Use the standard Salesforce Price Book object.
- Price Book Entries (PricebookEntry): Create entries for each product and price combination.
Bulk Creation Tips
For mass product creation, spreadsheets and APIs are your best bet:
- Use Bulk API 2.0 for large-scale imports.
- Explore third-party tools like Jetstream, SFDMU, and Prodly for simplified data management.
- Collaborate with a data engineer to handle complex configurations efficiently.
Conclusion
Creating products in Salesforce Revenue Cloud is a meticulous but rewarding process. By following this structured approach, you can unlock the full potential of Revenue Cloud’s dynamic product management features, ensuring smooth operations for your quoting and billing needs.
Start building your catalog today and transform the way you sell!