Hi JM, Thank you for the RLM series, this has been super helpful. A query -> Win25 is yet to be rolled out on prod instances, did you create a sandbox to show this feature?
what is the main use of this grouping in RLM? When should we use this feature and when not? Also the add groups button is not visible in my quote object. How can I enable it?
Hi JM, Thank you for the RLM series, this has been super helpful. A query -> Win25 is yet to be rolled out on prod instances, did you create a sandbox to show this feature?
I spun up a scratch org to get Winter 25 access
what is the main use of this grouping in RLM? When should we use this feature and when not? Also the add groups button is not visible in my quote object. How can I enable it?
You need to make sure it's enabled under 'Revenue Settings'
If we're connected on LinkedIn, I highlight this in the PDF I shared.