Revenue Cloud Advanced Archives

06 Jan

Revenue Cloud Advanced
No Comments

Creating a Dynamic Salesforce Button for Opportunity-Related Quote (No code)…

In Salesforce CPQ, it’s possible to use a Custom Action to create a button on the Opportunity object for generating new Quotes with default field values. However, in Revenue Cloud, the core Quote object does not support Quick Actions. While...

07 Dec

Revenue Cloud Advanced
No Comments

Derived Pricing in Salesforce Revenue Lifecycle Management (RLM)

With the Summer ’24 release, Salesforce Revenue Lifecycle Management (RLM) introduced an innovative feature: Derived Pricing. This advanced functionality streamlines the pricing process, dynamically calculating product prices based on other products’ values or the total quote. If you’re familiar with...

05 Dec

Revenue Cloud Advanced
No Comments

Guide to Setting Up Salesforce Revenue Cloud

Salesforce Revenue Cloud is designed to cater primarily to B2B sales representatives, streamlining the sales process with tools for Configuration, Quoting, Order Capture, and Lifecycle Management (COQAL). This robust platform provides end-to-end management of the revenue lifecycle, ensuring actionable insights...

26 Nov

Pricing Procedure
No Comments

Context Definition for Pricing Procedure

Pricing procedures are customizable, ordered stacks of pricing elements that are used to calculate the final net price of a product by using the Pricing Procedure Builder. Transform all pricing policies established by your business into pricing procedures. Pricing elements...

24 Nov

Quote Order Capture Asset Lifecycle
No Comments

Revenue Cloud – Order LifeCycle Management

Key Components of DRO: Order Lifecycle Management and Fulfillment Management are the two primary aspects of DRO. Updating the Order Submit Flow A flow is used to invoke the Submit Order API element. Typically, when the Order Status transitions to...

21 Nov

Product Configurator
No Comments

Revenue Cloud for Financial Services: Simplifying Complexity

Navigating the world of financial services can be challenging, with its intricate products, strict regulations, and need for precise revenue tracking. Traditional methods are often slow, error-prone, and costly. Salesforce Revenue Cloud offers a powerful solution to simplify these processes,...

Revenue Cloud Advanced
No Comments

Advanced Approval Revenue Cloud

Advanced Approval in Salesforce Revenue Cloud Use Case Overview Creating a Flow to Run in the Background The process begins with creating a flow that performs the following: Step 1: Define Variables Step 2: Build an Auto-Launched Flow To create...

14 Nov

Revenue Cloud Advanced
No Comments

Leveraging Revenue Cloud to Supercharge Your B2B Commerce

In today’s fast-paced digital economy, businesses are continuously searching for ways to streamline operations, enhance customer experiences, and maximize revenue. Salesforce’s Revenue Cloud emerges as a powerful tool, revolutionizing B2B commerce operations with its comprehensive suite of features. By optimizing...

11 Nov

Pricing Procedure
No Comments

Price Adjustment Matrix

In this guide, we will walk through how to use the Price Adjustment Matrix, a custom out-of-the-box solution provided by NGP, to manage regional discounts for customers. We will demonstrate this use case with Applikon, a company that wishes to...

01 Nov

Revenue Cloud Advanced
No Comments

Enabling Partner Users and Troubleshooting Salesforce RLM Issues: A Comprehensive Guide

Salesforce Revenue Cloud Management is a powerful tool for automating your sales process, but its complexity can lead to challenges if configurations are not handled correctly. This guide will help you enable Partner Users to create quotes and address common...

Contact Info

Follow us

Category: Revenue Cloud Advanced

Creating a Dynamic Salesforce Button for Opportunity-Related Quote (No code)…

Derived Pricing in Salesforce Revenue Lifecycle Management (RLM)

Guide to Setting Up Salesforce Revenue Cloud

Context Definition for Pricing Procedure

Revenue Cloud – Order LifeCycle Management

Revenue Cloud for Financial Services: Simplifying Complexity

Advanced Approval Revenue Cloud

Leveraging Revenue Cloud to Supercharge Your B2B Commerce

Price Adjustment Matrix

Enabling Partner Users and Troubleshooting Salesforce RLM Issues: A Comprehensive Guide

Get consultant now!

Links

Our offices