Posts

Document Genaration in Revenue Cloud

Image
                                                       Create Word Template in Microsoft Word Create Document template Extract Data Mapper Transform Data mapper Testing using Omni script Step 1)   Create Word Template in Microsoft Word Sample Template Quote Account Name : {{Account_name__c}} Quote Number : {{QuoteNumber}} {{#IF_SWEXIST}} Product Qty ListPrice {{#Items1}}{{ ProductName}} {{Quantity}} {{ListPrice}}{{/Items1}}         {{/IF_SWEXIST}} Product Qty ListPrice {{#Items2}}{{ ProductName}} {{Quantity}} {{ListPrice}}{{/Items2}} ...

Revenue Cloud New Updates

Image
 1) Introduced a new Revenue Cloud Operations Console for verifying the Price Waterfall model,                     Pricing Procedure, and API calls. You can't see the without enable below options from Salesforce Pricing Setup 2) Advanced logging for Pricing Procedure tracking. 3) Revenue Cloud Name changed to  Agent Force Revenue Management

Enable Advanced Configurator and Constraint Models

Image
Requirement Notes Revenue Cloud Advanced license Org must already have RCA enabled and the standard Sales Transaction context extended. Admin or equivalent perm set You’ll create fields, edit context definitions, and deploy Apex. Developer Console / VS Code Needed for the small Quote Line Item trigger.  Step 1)   Create  a  Text Area (Long)  field called  Constraint Engine Node Status  to be low three objects.       i)  Quote Line Item       ii)  Order Product     iii)  Asset Action Source Setup ▸ Object Manager ▸ Quote Line Item ▸ Fields & Relationships ▸ New Choose  Text Area (Long)  ▸  Next . Field Label  =  Constraint Engine Node Status Field Name  =  ConstraintEngineNodeStatus  (no underscores) Length = 5 000 ▸ assign field‑level security ▸  Save . Step 2)   Setup ▸ Custom Con...

Product Qualification Rules in Revenue Cloud

Image
 

Twin Fields in Salesforce RLM

Image
Step 1) Create New field in  Product  and  Quote Line Item  Object's           Field Name : Discount Code             Picklist Values : ABC - 10                               DEF - 20                               GHI - 30                               KLM - 40 Step 2)  De-Active  Custom Pr...

Salesforce Interview Quetions

Image
1) What are design patterns in salesforce ?      Design patterns are predefined steps or rules that help solve common problems in a structured way. They improve code maintainability      and scalability  code. There are various types of design patterns, such as creational, behavioral, and structural patterns.       While you don't need to know them all, familiarizing yourself with popular ones like. 1)  Singleton Design pattern 2)   Factory Pattern 3)  Abstract Factory 4)  Command Pattern 5)  Decorator  6)  Trigger/Handler patterns can...

Lightning Web Component Examples Search and Table

Apex Class : Public Class getAccountRecords { @AuraEnabled(cacheable=true)     public static List<Account> searchAccounts(String searchKey) {         String searchTerm = '%' + searchKey + '%';         return [ SELECT Id, Name,Industry,Phone  FROM Account WHERE Name LIKE :searchTerm LIMIT 10];     } } searchAccounts.html <template> <lightning-card title="Wired Account Search"> <div class="slds-p-around_medium"> <lightning-input type="text" label="Search Accounts by Name" placeholder="Enter name" onchange={handleSearchKeyChange}> </lightning-input> <template if:true={accounts}> <lightning-datatable key-field="Id" data={account...