Revenue Cloud4 tasks
Automate Quote Flows
Users 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.
Method
How MeshMesh does it
- Traces a failing New Quote flow by checking the flows and whether the opportunity has a price book, and fixes the missing price book.
- Works around Flow metadata queries that fail before finding an approach that works.
- Migrates a quote flow to a newer version, with custom fields and permission set updates.
- Builds a small Lightning web component that opens a record page, and adds a redirect screen after the quote is created in the Create New Quote flow.
- Deploys the component and the flow and activates the new flow version.
- Builds the product catalogs and subcategories that quoting needs.
Related work continues in Engineer Product Constraint Models and Build Revenue Cloud Product Catalogs.