Revenue Cloud95 tasks
Configure Quote-to-Cash Processes
Set up how a Revenue Cloud org prices, quotes, orders and bills, so a quote can flow through to an order and an invoice. This covers product catalog, billing, pricing logic and generated documents.
Method
How MeshMesh does it
- Builds the product catalog and configurable bundles with pricing.
- Adds usage rate cards and usage rating.
- Adds constraint rules and a reference quote-to-order flow, activates orders into assets and runs an amendment.
- Covers approvals, orders and contracts, and fixes defaults such as the contract term.
- Produces supporting demo material such as a dashboard, a demo script, slides and branded quotes.
- Reports what it leaves open. In one case the product search index rebuild was still processing and a multi-year term discount was dropped.
Quote automation continues in Automate Quote Flows.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Revenue Cloud93 tasks
- 2Partner Cloud7 tasks
Features
- Product Catalog Management
- Salesforce Billing
- Decision Tables
- Expression Sets
- Dynamic Revenue Orchestrator
- Document Generation
- Context Definitions
- Salesforce Pricing
- Contracts
- Product Selling Models
- PricebookEntry
- Salesforce Payments
- Asset Lifecycle Management
- Advanced Approvals
- Quote Line Items
- Product Configurator