Salesforce Revenue Cloud Advanced (RCA)

Setup External Configurator

The integration between RenderDraw and Salesforce RCA is delivered via managed package and installed and used through the product configuration flow.

Prerequisites:

  • RenderDraw main package and RCA add-on package are installed and ready to use within product records

  • Salesforce RCA is installed, and configured for use (catalog, pricing, etc.)

Tasks:

  • Add 2D/3D Visual Scene Setup component to Product layout

  • Extend the Product Configuration Flow,

  • Add RenderDraw for Revenue Cloud component to flow

  • Connect properties from data manager

  • Assign newly created Product configuration flow to products with visuals

  • Use the Visual Logic Generator button to generate the visual logic based on the Revenue Cloud data model

    • Step by step guide below:

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