Configuration Rules in Salesforce Revenue Lifecycle Management
Автор: The Cloud Update
Загружено: 2024-07-03
Просмотров: 6264
In this video, we dive into Salesforce Revenue Lifecycle Management (RLM) to explore the power of configuration rules. These rules allow you to automate product configurations, ensuring that your bundles and products meet specific criteria seamlessly.
What You'll Learn:
Understanding the different types of configuration rules in RLM
How to auto add and remove products based on selections
Using rules to require or exclude products within your bundles
Setting product quantities automatically
A step-by-step demo of creating and testing configuration rules in Salesforce
Key Features:
Auto Add & Auto Remove Products
Require & Exclude Product Options
Setting Attribute Values & Quantities
Real-time error validation and warnings
Whether you're a Salesforce admin or a developer, this tutorial will help you leverage configuration rules to enhance your Salesforce RLM implementations.
Resources:
Blog Post: https://thecloudupdate.co/salesforce-...
Salesforce Documentation on Configuration Rules : https://help.salesforce.com/s/article...
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#Salesforce #RevenueLifecycleManagement #RLM #SalesforceCPQ #SalesforceConfiguration #SalesforceAdmin #SalesforceDeveloper
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