Cloud
Revenue Cloud
13 capabilities, from 468 tasks. Open one to see what you get and how MeshMesh does it.
468 tasksMap
Revenue Cloud capabilities
Revenue CloudConfigure Revenue Cloud Quoting143 tasksConfigure Quote-to-Cash Processes95 tasksBuild Revenue Cloud Product Catalogs61 tasksConfigure Product Catalog Management43 tasksConfigure Pricing Procedures40 tasksConfigure Contract Lifecycle Management29 tasksEngineer Product Constraint Models22 tasksConfigure Product Bundles14 tasksConfigure Revenue Context Definitions12 tasksConfigure Usage-Based Pricing10 tasks
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Revenue Cloud
Revenue Cloud
- Configure Revenue Cloud QuotingUsers get quoting, pricing and product configuration in Revenue Cloud and legacy Salesforce CPQ set up, or a broken price traced to its cause.143 tasks
- Configure Quote-to-Cash ProcessesSet 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.95 tasks
- Build Revenue Cloud Product CatalogsSet up a Revenue Cloud product catalog with categories, attributes, products, selling models and price book entries, ready for quoting and pricing.61 tasks
- Configure Product Catalog ManagementGet product qualification, eligibility and relationship rules working in Revenue Cloud so the right products show up, or stay hidden, when a user builds a quote.43 tasks
- Configure Pricing ProceduresSet up the steps that calculate a price in Revenue Cloud, such as pricing procedures, decision matrices, price adjustments and tax, so quotes come out at the right price.40 tasks
- Configure Contract Lifecycle ManagementThis covers setting up how contracts move through Revenue Cloud: creation, approval, internal review, document generation templates and e-signature. The user ends up with contracts that can be drafted from clauses, reviewed, generated as documents and sent for signature.29 tasks
- Engineer Product Constraint ModelsWrite, load and debug the constraint rules that decide which options a configurable product allows, then test them in the Product Configurator.22 tasks
- Configure Product BundlesMeshMesh 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
- Configure Revenue Context DefinitionsMap custom quote, order and product fields into Revenue Cloud context definitions so pricing, the configurator and quote-to-order or quote-to-contract steps carry the right data. See the Revenue Cloud overview for the wider picture.12 tasks
- Configure Usage-Based PricingThe user gets usage-based products in Revenue Cloud: usage resources, rate cards, and the billing products and records that charge for consumption.10 tasks
- Configure Revenue Billing SchedulesGet Revenue Cloud orders to produce billing schedules and invoices. That covers explaining billing setup, setting up the billing records a demo needs, and building demos of billing flows when the standard billing records cannot be created directly.6 tasks
- Configure Contract AmendmentsThis capability sets up amendment and change-order quote flows for existing contracts, so a user can change what a customer already owns and get a new quote from it.5 tasks
- Automate Quote FlowsUsers get working quote creation flows and quick quote actions in Revenue Cloud. This includes fixing broken New Quote flows, adding steps such as a redirect to the new quote, and setting up the product data those flows depend on.4 tasks