Revenue Cloud143 tasks
Configure Revenue Cloud Quoting
Users get quoting, pricing and product configuration in Revenue Cloud and legacy Salesforce CPQ set up, or a broken price traced to its cause.
Method
How MeshMesh does it
- Inspects the pricing setup behind a quote: pricebook entries, Expression Sets, duplicate entries and price adjustment tiers.
- Names the root causes and writes a phased remediation plan for the user to approve before anything changes.
- Builds the configuration: a pricing procedure, attribute definitions, a configurator bundle and list views, plus custom Lightning web components when the scenario needs them.
- Works around metadata and DML constraints as they come up.
- Stops for user decisions on the next design choices.
Next: Configure Pricing Procedures.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.
- 1Revenue Cloud138 tasks
- 2Communications Cloud3 tasks
- 3Media Cloud2 tasks