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Showing posts from June, 2025

Guided Product Selection in Salesforce Revenue Cloud - Full Setup

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 Step 1)  Go to Setup -> Discovery Framework -> General Settings               Enable Sample Templates. Step 2) Go to -> Product Discovery Settings --> Disable below 2 Guided settings initially                  1.1)  Use Indexed Data for Product Listing and Search               1.2) Guided Product Selection             From the " Use Indexed Data for Product Listing and Search" Click "Create Full Index" Go to "Manage Fields & Attributes", Click Edit then Select "Product Family" as " Searchable and Filterable" Go to "Indexes" Tab and "Rebuild Index". Once "Full Index Rebuild" Wait till Status is Completed  Go to -> Product Discovery Settings --> Enable below 2 Guided settings               1.1) Use Indexed Data for ...

Configure types Of Products in CPQ and Revenue Cloud ?

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 1) Non-Subscription/One-Time Product : In CPQ :  1)As the name suggests such products are sold as one-time purchases or do not involve recurring billing        or subscription-based pricing.  2) These products are typically purchased once and do not require ongoing payments or renewals.                                          In Revenue Cloud :  2) Subscription Product :   Subscription products are sold as services that last for a specific period (whether that's days, months, or years). Subscription products have recurring payments associated with them. Upon contracting these products become a Subscription  associated with the Contract and renewals can be generated. Example:  Netflix or Amazon Prime. Or buying a cell phone subscription for a month.   In CPQ : Required Fields a...

Difference Between Platform Events and REST API

  Platform Events: Event-Driven Architecture: Platform events are designed for a pub/sub model, where publishers send messages (events) and subscribers receive them.  This allows for loosely coupled integrations, where systems don't need to know about each other's internal workings. Real-time Notifications: They are used to notify subscribers about specific events happening in Salesforce, such as record changes or custom events. Asynchronous: Platform events are processed asynchronously, meaning the publisher doesn't wait for a response from the subscriber.  This can improve performance and scalability. Examples: Publishing a platform event when a high-value opportunity is created, or when a customer's address changes. Pub/Sub Model: They follow a publish-subscribe model.  A publisher sends an event, and any number of subscribers can listen for and react to that event.   Scalability: Platform events are designed to handle a high volume of messages, making them s...

Custom Settings vs. Custom Metadata

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  1. What Are Custom Settings? Custom Settings in Salesforce function like custom objects but are optimized for storing reference or configuration data that can be accessed efficiently in Apex without requiring SOQL queries. Types of Custom Settings: List Custom Settings : Stores static data accessible to all users in the organization. Hierarchy Custom Settings : Provides user- or profile-specific settings. Key Features of Custom Settings: ✅ No SOQL required (improves performance) ✅ Supports user-specific or profile-specific configurations ✅ Data is cached, ensuring faster access 🚫 Not deployable via metadata API (requires Data Loader or manual data migration) When to Use Custom Settings? When you need user-specific or profile-specific configurations To store frequently accessed org-wide settings To improve performance by reducing SOQL queries 2. What Is Custom Metadata? Custom Metadata is similar to Custom Settings but is stored as metadata rather than data records. This ...