In Salesforce Revenue Cloud, ensuring products and attributes are properly configured and visible for selection is critical for smooth quoting and pricing processes. If products aren’t available for selection, here’s a checklist to help you diagnose and resolve the issue.
1. Sync Your Pricing Configuration
Any time you add a product or update an attribute affecting pricing, syncing your Salesforce Pricing setup is a must. Without this step, products won’t appear in the product selector.
To sync:
- Navigate to:
Setup > Feature Settings > Salesforce Pricing > Salesforce Pricing Setup - Click the Sync button.
Important: You can refresh pricing decision tables up to 20 times per hour. If you exceed this limit, you must wait before trying again.
2. Refresh Only the Relevant Decision Tables
Refreshing all decision tables can be time-consuming, especially if you’re troubleshooting a specific issue. Instead, focus on the tables related to your changes:
- Go to:
Setup > Decision Tables. - Select the decision table you’ve updated.
- Click the Refresh button in the top-right corner.
Be aware that refreshing even a single table can take several minutes.
3. Verify Product Discovery Procedures
Ensure your Product Discovery Procedure is properly configured and mapped. Check the following:
- Confirm that your default Product Discovery Procedure is correct.
- Verify that the Sales Context Pricing Procedure is applied to both:
- Product Discovery Procedure
- Product Discovery Pricing Procedure
4. Understand Product Classification vs. Categories
The terminology around Product Classification can sometimes cause confusion:
- Product Attributes are assigned to Product Classifications.
- Products themselves are not assigned to Product Classifications—they’re assigned to Categories.
Understanding this distinction is key to avoiding configuration errors.
5. Price Book Entries and Product Selling Models
In Salesforce Revenue Cloud, Price Book Entries are tied to Product Selling Models. This means:
- The same product can appear in a single price book multiple times, as long as it has different Product Selling Models.
This flexibility ensures pricing is accurate across various selling scenarios.
6. Add Product Images as Static Resources
When adding product images to product details, make sure to:
- Upload the images as static resources in Salesforce.
- Use the static resource URL for the image in your product configuration.
This ensures the images display correctly without issues.
7. Updating Attribute Field Values
When updating attribute field values, it’s essential to review and update them consistently across all related configurations:
- Updating Attribute Definition Values:
Review and update the corresponding Product Classification Attributes and Product Attributes. - Updating Product Classification Attributes:
Ensure the Product Attributes are aligned with the updated classification values. - Updating Product Attributes:
If the product is part of a bundle, check and update the attribute value overrides within the bundle context.
Conclusion
Properly configuring products, attributes, and pricing in Salesforce Revenue Cloud is essential for ensuring smooth operations and accurate quoting. By syncing your pricing setup, refreshing relevant decision tables, and verifying procedures like Product Discovery and Sales Context Pricing, you can avoid common visibility and configuration issues. Additionally, understanding key concepts like Product Classifications, Price Book Entries, and attribute updates ensures consistency across your setup.
Taking the time to follow these best practices will save you troubleshooting headaches and improve the overall efficiency of your quoting and revenue processes. Stay proactive, and your Salesforce Revenue Cloud implementation will perform flawlessly.