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Revenue Cloud Advanced (RCA) Attributes: FAQ Series Part 6

In this part of our FAQ series, we’ll guide you through critical setups like cloning pricing procedures & handling custom fields within Salesforce RCA. Let’s dive in!



Why Do I Need to Clone a Pricing Procedure, and How Is It Done?

Cloning a pricing procedure allows for a streamlined setup when you need slight customizations across similar pricing processes. This process promotes consistency and enables you to efficiently manage variations for different product scenarios.




Here’s how to clone and customize a pricing procedure:


  1. Clone the Pricing Procedure: Start by duplicating an existing pricing procedure as a base.

  2. Modify Rules and Elements: Make necessary adjustments to rules, thresholds, or specific attributes to suit your use case.

  3. Save and Activate: Save your updates and activate the cloned procedure to apply it to relevant products.


Handling Custom Fields in Context Definitions in RCA

When custom fields are required within context definitions, they need to be integrated thoughtfully. Here’s a quick guide on adding custom fields:

  1. Clone the Context Definition: Begin by duplicating the context definition where custom fields are required.

  2. Create New Attributes: Define each custom field as an attribute within the cloned context.

  3. Set Up Context Tags: Use tags for organized field management and easy identification.

  4. Map the Fields: Link each field to the relevant data sources, ensuring smooth data flow across setups.

Activate and Update: Activate your new context definition and incorporate it into your custom pricing procedure for optimal usage.


Conclusion:

In this part of our RCA FAQ series, we covered essential steps for efficient pricing and field management, from cloning pricing procedures to integrating custom fields. These foundational setups will not only save time but also ensure a smooth and adaptable configuration process across various pricing scenarios.

As you continue configuring Salesforce RCA, keep these tips in mind to stay consistent and organized. Be sure to check back for the next part of our series, where we’ll dive into more advanced adjustments and configurations!

If you have any questions in the meantime, reach out at info@bluvium.com – we’re here to help you make the most of your Revenue Cloud setup.


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