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: