Revenue Cloud61 tasks
Build Revenue Cloud Product Catalogs
Set up a Revenue Cloud product catalog with categories, attributes, products, selling models and price book entries, ready for quoting and pricing.
Method
How MeshMesh does it
- Writes a plan and waits for the user to approve it before acting.
- Deploys the custom fields, picklists and permission sets the catalog needs.
- Sets up product attributes: attribute picklists, attribute definitions, attribute sets and classifications.
- Creates products with their selling model links and price book entries.
- Builds bundle products and their component relationships. The API cannot set ProductClass, so bundle products are created in the Product Workspace instead.
- Fixes pricing procedure errors, for example by enabling a calculation procedure version with a rank.
- Runs verification checks on what it built.
Next step: Configure Pricing Procedures, or Configure Product Bundles for more complex bundle structures.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Revenue Cloud58 tasks