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The Cloud Update
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Приєднався 30 чер 2023
Welcome to The Cloud Update, where Salesforce comes to life! Dive into our world of expert tips, tricks, and comprehensive tutorials designed to supercharge your Salesforce journey. From beginners exploring Salesforce CPQ and Billing to seasoned pros seeking advanced insights, our channel is your go-to source for everything Salesforce.
Why The Cloud Update? Because we're passionate about empowering you with the knowledge and skills to excel in the Salesforce ecosystem. Our videos cover a wide range of topics, including step-by-step guides, best practices, and updates on the latest Salesforce features and products.
Subscribe and join a growing community of Salesforce enthusiasts and professionals. Whether you're looking to enhance your expertise or simply curious about what Salesforce can do for you, The Cloud Update is here to guide you every step of the way. Let's unlock the full potential of Salesforce together!
Why The Cloud Update? Because we're passionate about empowering you with the knowledge and skills to excel in the Salesforce ecosystem. Our videos cover a wide range of topics, including step-by-step guides, best practices, and updates on the latest Salesforce features and products.
Subscribe and join a growing community of Salesforce enthusiasts and professionals. Whether you're looking to enhance your expertise or simply curious about what Salesforce can do for you, The Cloud Update is here to guide you every step of the way. Let's unlock the full potential of Salesforce together!
Orchestration and Decomposition in Dynamic Revenue Orchestrator
In this video we look at design time orchestration and design time decomposition in Dynamic Revenue Orchestrator.
Dynamic Revenue Orchestrator is one of the newest features to be added to Salesforce Revenue Lifecycle Management.
Dynamic Revenue Orchestrator is one of the newest features to be added to Salesforce Revenue Lifecycle Management.
Переглядів: 92
Відео
Dynamic Revenue Orchestrator (DRO) in Salesforce Revenue Lifecycle Management
Переглядів 23221 день тому
Introduction to Dynamic Revenue Orchestrator (DRO) in Salesforce Revenue Lifecycle Management We review the key features of DRO and go through a Demo of the solution.
Leveraging the Quote Proposal API for Document Generation in Salesforce CPQ
Переглядів 6121 день тому
In this video, we explore how to utilize the Salesforce CPQ Quote Proposal API to generate quote documents more efficiently. Whether you're looking to integrate this feature into a custom Lightning Web Component (LWC) or a Salesforce Flow, this tutorial has you covered. What You'll Learn: Traditional vs. streamlined methods for document generation in Salesforce CPQ How to set up and call the Qu...
Derived Pricing in Salesforce Revenue Lifecycle Management
Переглядів 385Місяць тому
In this video, we explore the newly introduced Derived Pricing feature in Salesforce Revenue Lifecycle Management (RLM) as of Summer '24. Learn how to dynamically calculate product prices based on other product prices or the overall quote total, similar to Salesforce CPQ’s Percent of Total products. What You'll Learn: Overview of Derived Pricing and its use cases in Salesforce RLM Step-by-step ...
Configuration Rules in Salesforce Revenue Lifecycle Management
Переглядів 298Місяць тому
In this video, we dive into Salesforce Revenue Lifecycle Management (RLM) to explore the power of configuration rules. These rules allow you to automate product configurations, ensuring that your bundles and products meet specific criteria seamlessly. What You'll Learn: Understanding the different types of configuration rules in RLM How to auto add and remove products based on selections Using ...
Usage Based Products with Salesforce Revenue Lifecycle Management
Переглядів 3242 місяці тому
Link to tutorial : thecloudupdate.co/extend-salesforce-rlm-usage-based-products/ In this video, we dive into how to configure and manage usage-based products in Salesforce Revenue Lifecycle Management (RLM), even though they aren't supported out of the box as of Summer '24. Leveraging the flexibility of Salesforce's Product Configurator, we'll show you step-by-step how to set up and manage prod...
Quote Line to Order Product Field Mapping in Salesforce Revenue Lifecycle Management
Переглядів 3992 місяці тому
Welcome to our step-by-step tutorial on how to map fields from Quote Line to Order Products in Salesforce Revenue Lifecycle Management (RLM). In this video, we'll guide you through the process of ensuring crucial data, like installation dates, are seamlessly transferred when converting quotes to orders. What You'll Learn: Field Creation: How to set up fields on Quote Line and Order Product obje...
Controlling Transaction Line Editor Columns in Salesforce Revenue Lifecycle Management
Переглядів 1242 місяці тому
In this video, we'll review how you can add and remove fields from the transaction line editor in Salesforce Revenue Lifecycle Management.
Product Configurator in Salesforce Revenue Lifecycle Management
Переглядів 7092 місяці тому
Welcome to our deep dive into Salesforce Revenue Lifecycle Management (RLM) Product Configurator! In this tutorial, we’ll explore how to leverage Salesforce RLM to customize product configurations to meet your unique business needs. Here's what we cover in this video: 1. Understanding the Standard Product Configurator: Get acquainted with the default configurator interface within the Transactio...
What is Salesforce Revenue Lifecycle Management (RLM)
Переглядів 2,3 тис.2 місяці тому
Read our Full Post : thecloudupdate.co/what-is-salesforce-revenue-lifecycle-management-rlm/ The future of CPQ on the Salesforce Platform - Revenue Lifecycle Management Welcome to today's video where we dive into what's next for CPQ on the Salesforce platform through Revenue Lifecycle Management (RLM). We'll start by defining what Revenue Lifecycle Management is and then explore its key componen...
Creating a Bundle in Salesforce CPQ
Переглядів 1943 місяці тому
In this video we're looking at creating a bundle in Salesforce CPQ, we're using the same example we used in the Revenue Lifecycle Management example. We're creating the Model 3 product, then setup the bundle structure and finally test the new bundle. 00:00 - Intro 00:14 - Creating the product 01:59 - Creating the Product Features 03:41 - Creating the Product Options 07:50 - Testing the Bundle
Asset Creation and Amendment with Salesforce Revenue Lifecyle Management (RLM)
Переглядів 5213 місяці тому
Next in the Salesforce Revenue Lifecycle Management series. We're looking at Asset Creation and the standard amendment process. RLM offers standard flows to - Create assets from orders - Process amendments through Quotes Thanks for watching! 0:00 - Introduction 0:24 - Asset Creation 2:36 - Amendment Creation 4:12 - Review Amended Asset
Dynamic Attributes in Salesforce Revenue Lifecycle Management (RLM)
Переглядів 6653 місяці тому
In this video we'll go over Dynamic Attributes in Salesforce Revenue Lifecycle Management (RLM). We look at a demo of an existing dynamic attribute. Then create a new dynamic attribute as well as an attribute based adjustment (Salesforce Pricing). What is a dynamic attribute in Salesforce Product Catalog Management? - Attributes are the characteristics or properties of products and product clas...
Creating a bundle product with Salesforce Revenue Lifecycle Management (RLM)
Переглядів 8163 місяці тому
In this video we'll take you through the steps that go into creating a product bundle in Salesforce Revenue Lifecycle Management. Don't forget to subscribe for more videos. 0:00 - Introduction 0:32 - Adding a Bundle to a Quote 4:08 - Creating a new Bundle 6:25 - Creating the Bundle Structure 12:56 - Testing the New Bundle
Creating a Product with Salesforce Revenue Lifecycle Management (RLM)
Переглядів 1,5 тис.3 місяці тому
In this video, we dive into the practicalities of using the Product Catalog Management tool within Salesforce's Revenue Lifecycle Management suite. We understand that learning a new tool can be daunting, and our goal is to make this journey as straightforward as possible. By the end of our session, you'll have a clear understanding of how to add a simple product to a quote and how to create a n...
Product not available in Browse Catalogs in Salesforce Revenue Lifecyle Management (RLM)
Переглядів 1843 місяці тому
Product not available in Browse Catalogs in Salesforce Revenue Lifecyle Management (RLM)
Salesforce CPQ - Quick Add Products with Flows
Переглядів 92410 місяців тому
Salesforce CPQ - Quick Add Products with Flows
Enhancing Usage-Based Products with a Custom Quote Calculator Plugin
Переглядів 117Рік тому
Enhancing Usage-Based Products with a Custom Quote Calculator Plugin
Thank you for doing these kind of work ...I am newbie to CPQ and your videos really helped.
It is very needful one , thank you. Can the source and destination products can be same?
Thanks for the info but after creating the product and doing the setup as you said ended up error in syncing the product "We couldn't sync the pricing data try again" . I tried multiple times but the same error is popping up? What could be the reason any suggestions?
How can I map Quote header attribute to Contract using context mapping?
I am unable to get the Fulfillment order products when i active the Order. Does it require any customization? I have built the product fulfillment decompose rule and implemented the fulfillment workspace. When I activate the flow there is a record trigger flow that hits the Submit order action and that updates the field on the orchestration status to submitted. But still, iam unable figure out why the order products are not moving to the fulfillment order products.
Thanks for the great explanation. How to get hands on with this Org being a Salesforce Partner Company?
Can we connect to go deeper in some RLM content definition topics. Wondering mostly about the product discovery context, thanks!
Amazing content :) . Just wondering have you enabled any setting to show up the derived prices from App launcher ?
I didn’t have to do anything for the option to be available!
if you highlight multiple assets, im assuming the amendment quote will pull in all the assets?
Correct, it will pull all the assets.
what if you need the product to be 'based on' more than one attribute? is that where you would use attribute category?
Thank you for the wonderful video .Can we get a trail org to work on RLM??
Not yet, it should be possible soon
Hi @theCloudupdates. I am keep getting this error while click on Add button browse Catalogue and Add Error We couldn't add the product to Quote because the product doesn't have a price.. I have setup product + Selling model+ pricebook. but not sure why i keep getting this error.
Did you follow the upgrade steps? help.salesforce.com/s/articleView?id=sf.revenue_lifecycle_mgmt_upgrade.htm&language=en_US&type=5 That error is usually because of an issue with your pricing procedure.
Thanks alot❤
You're welcome 😊
Really cool recording(s) - thank you for sharing your insight. I followed your steps in an org where RLM is enabled. My setup is exactly the same than yours and I "Synch Pricing" at the very end. When I hit "Save & Exit" in the configurator I run into "We couldn't add the product to Quote because the product doesn't have a price. Ask your Salesforce admin for help.". Same thing happens with untouched configurations already available in the trial org as well as if I login as a Sales Rep user available in the trial org. Does that sound familiar to you and if yes can you share some recommendations/resources that I can follow?
You might need to follow the Post Upgrade (Summer 24) steps help.salesforce.com/s/articleView?id=sf.revenue_lifecycle_mgmt_upgrade.htm&type=5
I'm getting the same issue! Did you find a workaround?
@@KanavKhurana Actually I reached out to Salesforce support and they found that my pricing procedures were not enabled in the Product Discovery Settings. They did the following: "I extended the SalesTransactionContext and created a new context definition named "RLM_SalesTransactionContext", activated it and marked the SalesTransaction mapping as default. Then for the "Revenue Management Default Pricing Procedure", I added the "RLM_SalesTransactionContext" as the context definition." After that it worked for me.
@@ChristinaNeumüller Thank you for the help. I followed the steps, unfortunately, I still get the same error. :( I have reached out to Salesforce support as well. :)
please talk about how we can configure products dependencies/exclusions while configuring a product bundle
Thanks for following, I'll keep that as an idea for the next video!
Can we automate the creation of the Order? In CPQ, we have a flow that checks the "Ordered" box on the quote when the opportunity is closed won.
You can, there's an apex action, actually a great idea for the next video! Thanks for following Andy
Can Instant Pricing be enabled by default?
It cannot, you have to re-enable it on every refresh, I have to hope it'll be possible at some point.
It looks great! Thank you for doing these videos. Do you know if RLM deployments will be as painful as CPQ deployments? I'm noticing lots of dependencies/related records.
Glad you find them helpful. It seems it'll be as painful, it's very data heavy. They're apparently already with an existing data deployment tool to extend it to RLM *Safe Harbour* haha
Question about the "Is Assetizable" checkbox...In CPQ, you can decide if assets are created "One per quote line" or "One per unit". Can we still do this in RLM?
This doesn't currently seem to be possible, it's one asset record per order product record in the current state.
This seems different than CPQ twin fields. With CPQ, I don't have to manually map the fields together. Does RLM require this manual mapping step for Product to Quote Line as well?
Yes it's more complex than twin fields as they are in CPQ but seems to offer more flexibility as you can have fields with different API names pointing to one another. It's a similar process for product to quote.
Thank you.
You're welcome!
Amazing content. It almost feels like a copy of features and flow from Apttus
Thanks for the comment! I have not used Apttus so I can't compare the features.
How can one get access to an org with RLM enabled in it?
So far you can only get one if you are with a Salesforce partner through Trialforce.
Can you Continue RLM series? Its going good
Thanks, I hope you like the new videos.
Very informative!!! Can you please explain the price waterfall in RLM? or how the pricing works?
Yes I have videos on the waterfall coming up!
Hi, can you please explain about the pricing waterfall in RLM along with contract management (amend, renew and cancel). Thank you.
Hi, I'll be posting a video on Asset creation and Amendment later today!
The 20" wheels are $4250 and are included in the price. The 22" wheels are $5,500 and are not included. I would expect that would cause a net increase of $1250 to the quote ($5500-$4250.) But in your example it seems that it was adding the full $5500 to the price. Is it possible in RLM to have it calculate the difference between the price of the included item and the price of the "upgrade"?
Hey Chris, thanks for asking. In this example I was re-building the online Tesla configurator which charges full price for the wheels when you add them on. I don't believe there are any automated ways to handle this but you can create bundle based adjustments to handle the price differently for a product when sold in a bundle. I hope this answers the question.
Thanks very much for your detailed session. Can you please help us with steps to create a Salesforce Org with Revenue Lifecycle Management (RLM) enabled
Thanks! Right now you have to be a Salesforce Partner but developper orgs should be available soon!
Please talk about pricing procedure in detail. What are the RLM waterfall steps? How can we configure pricing procedure using pricing designer etc
Yes I’ve got that planned! Subscribe to get notified!
Tert
Please share the QCP Script logic/link
This is very nice! 👍🏻