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Showing posts from April, 2026

Document Genaration in Revenue Cloud

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                                                       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

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 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

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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...