Revenue Cloud

Configure Product Bundles

MeshMesh sets up Revenue Cloud bundles so they are ready to sell. That covers the bundle structure, its component products, attributes and price book entries, and checks that the bundle can be configured on a quote.

14 tasks
Method

How MeshMesh does it

  1. Researches the documentation and asks clarifying questions to pin down the scope.
  2. Plans first, then waits for a human to approve the plan before it makes changes.
  3. Builds the bundle: nested structure, component groups, pricing, constraint rules and distributor tiers.
  4. Works through data-model prerequisites so the bundle shows in the workspace and saves on a quote.
  5. Builds quotes on the bundles and produces quote PDFs.

For the rules that limit bundle choices, see Engineer Product Constraint Models. For the pricing that sits on top of bundles, see Configure Pricing Procedures. For the wider cloud, see the Revenue Cloud overview.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.