Revenue Cloud

Build Revenue Cloud Product Catalogs

Set up a Revenue Cloud product catalog with categories, attributes, products, selling models and price book entries, ready for quoting and pricing.

61 tasks
Method

How MeshMesh does it

  1. Writes a plan and waits for the user to approve it before acting.
  2. Deploys the custom fields, picklists and permission sets the catalog needs.
  3. Sets up product attributes: attribute picklists, attribute definitions, attribute sets and classifications.
  4. Creates products with their selling model links and price book entries.
  5. Builds bundle products and their component relationships. The API cannot set ProductClass, so bundle products are created in the Product Workspace instead.
  6. Fixes pricing procedure errors, for example by enabling a calculation procedure version with a rank.
  7. Runs verification checks on what it built.

Next step: Configure Pricing Procedures, or Configure Product Bundles for more complex bundle structures.