Revenue Cloud12 tasks
Configure Revenue Context Definitions
Map 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.
Method
How MeshMesh does it
- Troubleshoots a quote configuration error raised by a custom context definition, and finds that the definition cannot be deactivated because dynamic rules reference it.
- When it cannot clear the blocker itself, sets out options: remove the rule references first, try a metadata deployment while the definition is active, or open a support case.
- Checks custom quote line item fields in the sales transaction context definition.
- For related quote constraint work, writes CML with a require rule, creates a missing association record directly with the Salesforce CLI, and activates the model.
- Answers questions about flowing custom fields from Quote to Asset through context definition mappings from documentation, noting that the context definition needs a dual edit.
Products
Products and features it works with
Bars show how many of this capability's tasks touched each product.