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Revenue Cloud - Coggle Diagram
Revenue Cloud
Contract Lifecycle Management
functionality
Contracts
Review Approaches
for interview
CLM and CPQ Integrations
Frame Agreements for MSA
Clause Library
Subscriptions & Consumption
Direct Sales
Channel Sales
In-Product
e-Commerce
Orders
Order Management
Order Decomposition & Orchestration
Assets
Glossary
Billing Essentials
Product Catalog and Pricing
functionality
Catalog
Price Management
Rate Managment
Salesforce Pricing
Price Books
Standard
associated: Opportunity > Quote, Order
custom association: Accounts, Territories
Pricing Designer
Pricing Rules
Procing Waterfall
Pricing Integrations
Price Adjustment Schedules
Pricing Prcedures
Industry Pricing - Manufacturing
Attribute Based Pricing
Calculation Matrices
Time Based Contextual Pricing
Recuring and Subscription Pricing
Contractual Pricing
Usage Based Pricing
Pricing Designer
Price List
Pricing Plans
Pricing Valriables
Time Plans
Time Policies
Promotions/Discounts
Charge Measuremengts
Price Overrides
Bundles
MDQ
Multi Dimensional Quoting
Great for subscription or time based
Split by years to discount first year
Roles
Pricing Admin
Salesforce Admin
Product Catalog
Product Configurator
Product Catalog Management
Catalog
Qualification Rules
Product Bundles
Product Classifications
groups of dynamic attributes
Products
Simple
Static
configurable
Bundled
Static
configurable
Options
control bundles
Products
Number (sequence)
Type
Quantity
Max Min Quantity
Features
Option Constraints
Configuration Attibutes
Configuration Rules
Features
group Options for ease of entry
Configuration type
Required, Allaowed, Disabled
Configuration Event
Always, Add, Edit
Configuration Rules
hide , or force an option
Type
Validation, Selection, Alert, Filter
Scope
Quote, Product
Evaluation Event
Load, Edit, Save, Always
Error Conditions
When and Where the Error fires
Tested Object
Quote, Quote Line, Quote Line Group, Product Option, Configuration Attributes, Upgraded Asset
Tested Field
on the Tested Object
Action
:
Enable & Add
Disable & Remove
Show
Hide
Show & Add
Hide & Remove
Default Filter
Optional Filter
Validation Rules
Promotion
Dynamic Attributes
type, size, number or ports,
configurable
fixed
Design Personals
Catalog Admin
Product Designer
Product Configurator
Business Rules
Constraint Rues
Transaction Management & Order to Cash
functionality
CPQ
Opportunity
Quote & Propose
Configure Deal
Price & Approve
Summary Variable
A variable that can be used for Validation Rules
Can be at the Quote, Quote Line, product option, Asset, Subscription
Invoice Management
functionality
Billing
Bill Presentation
Payment Processing
Invoice Calculations
Program Based Business
Forecast Period Group
Manufacturing program records: 50
OEM products, for example, cars: 10
Product variant SKUs, for example, Alpha, Gamma, Delta: 80
Program Component SKUs, for example, engines: 10
Periods: 36
Forecast Dimension
Forecast Set
Add Supplier Products
Create Object Mapping Hierarch
XML