How to Create a Product in Salesforce Revenue Cloud Advanced (Step-by-Step Guide)

1. Create a Product

(Simple, Bundle, Subscription, etc.

Go to: Product Catalog Management from App launcher→ Products → New

Fill the Fields

→ Enter Product Name
→ Set Active = True
→ Select Product Type: based on use case (Simple, Bundle, Subscription, etc.)
→ (Optional) Enter Display URL, enable Configurable During Sale, etc.

 2. Assign Product Selling Model

→ Go to Related → Product Selling Model
→ Click New
→ Choose Selling Model: One-Time, Subscription, or Evergreen
→ If Subscription or Evergreen:
  - Set Term Unit (e.g., Monthly/Yearly)
  - Select Proration Policy (if required)

→ Click Save

3. Assign to Price Book

→ Go to Related → Price Book Entries
→ Click New
→ Select Price Book (Standard or custom)
→ Enter List Price
→ Choose Currency
→ Select Selling Model (same as Step 2)

→ Click Save

4. Add Product to a Catalog Category

• → Go to PCM → Catalogs → Select any Catalog
  → Open a Category → Go to Related → Assigned Products
  → Click Add → Select the created product
  → Click Save
  Note: Category makes the product discoverable in "Browse Catalog" during quoting

  
  
  
  
  
  

  5. Sync Pricing Data

  → Go to Setup → Salesforce Pricing Setup
  → Click Sync
  → This syncs the product, selling models, and price book entries to decision tables used during quoting

• 

• •  6. Refresh Decision Tables

    → Go to Setup → Decision Tables
    → Refresh the following tables:
      - Price Book Entries
      - Selling Models
      - Qualification / Disqualification (only if using guided selling or dynamic behavior)
    Note: This updates the Salesforce Pricing Engine with your latest product setup

    ---

    7. Refresh Build Index

    → Go to App Launcher → Product Catalog Management (PCM)
    → Click the Gear icon or PCM Settings (based on your UI)
    → Select Build Index
    → Wait for indexing to complete

    
    
    
    
    
    

     8. Create and Test a Quote

    → Go to Quotes → New
    → Enter required details: Quote Name, Account, Start Date, etc.
    → Click Save
    → Click Browse Catalog
    → Choose the appropriate Price Book
    → Find your product → Add it → Save

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      That’s it! You’ve now successfully created a product in Salesforce Revenue Cloud Advanced and made it available in the Quote.
      
      

 

📘 Intro

Start your Salesforce Revenue Cloud practice with a free org from Trailhead.
Use the link below to launch an org that has Revenue Cloud features pre-enabled.

🔗 https://trailhead.salesforce.com/en/promo/orgs/transaction-management-with-revenue-cloud

⚙️ Enable Revenue Cloud Settings

From Setup, in the Quick Find box, enter Revenue Settings, and open the Revenue Settings page.

Ensure the following checkboxes are selected:

➤ Enable Revenue Cloud Features
➤ Enable Salesforce Pricing for this org
➤ Configure Products at Runtime (Product Configurator)
➤ Add Estimated Taxes to Quotes and Orders (if required)
➤ Enable Ramp Deals
➤ Enable Groups in Quotes and Orders
➤ As-Is Renewals

Revenue Cloud Permission Set Licenses 

You need to assign the following Permission Set Licenses to the System Admin user (yourself):

➤ OmniStudio
➤ Fulfillment User PSL
➤ Salesforce Pricing Design Time
➤ Data Pipelines Base User
➤ DocGen Designer
➤ Clause Management User
➤ Data Processing Engine PSL
➤ Contract LifeCycle Management User
➤ Business Rules Engine Runtime
➤ Obligation Management User
➤ Microsoft Word 365
➤ Usage Management Design Time
➤ Revenue Cloud User
➤ Rate Management Run Time
➤ Document Builder User
➤ Product Discovery User
➤ Wallet Management User
➤ Business Rules Engine Designer
➤ Product Catalog Management Administrator
➤ Product Catalog Management Viewer
➤ Product Configuration User
➤ Billing
➤ Usage Management Run Time
➤ Decimal Quantity DesignTime User
➤ Rate Management Design Time
➤ Decimal Quantity Runtime User
➤ Salesforce Pricing Run Time

🔍 Note:

Most Trailhead-based Revenue Cloud orgs already have many of these assigned to the System Administrator user.

Revenue Cloud Permission Sets

Assign the following Revenue Cloud Permission Sets to the System Admin (You):

➤ AnalyticsStoreUser
➤ BREDesigner
➤ BRERuntime
➤ CLMAdminUser
➤ CLMRuntimeUser
➤ ClauseDesigner
➤ ClauseUser
➤ CorePricingAdmin
➤ CorePricingDesignTimeUser
➤ CorePricingManager
➤ CorePricingRunTimeUser
➤ DFODesignerUser
➤ DFOManagerOperatorUser
➤ DROOrderSubmitInitiateUser
➤ DataProcessingEngineUser
➤ DfoAdminUser
➤ DocGenDesigner
➤ DocGenUser
➤ DocumentBuilderUser
➤ ObligationAssignee
➤ ObligationManager
➤ ObligationUser
➤ OmniStudioAdmin
➤ OrderSubmitUser
➤ ProductDiscoveryAdmin
➤ ProductDiscoveryUser
➤ RatingAdmin
➤ RatingDesignTimeUser
➤ RatingManager
➤ RatingRunTimeUser
➤ UsageManagementDesigner
➤ UsageManagementRunTimeUser
➤ WalletManagementUser
➤ DecimalQuantityDesigntime
➤ DecimalQuantityRuntime
➤ ProductCatalogManagementAdministrator
➤ ProductCatalogManagementViewer
➤ RevLifecycleManagementUsageDesignUser
➤ RevenueLifecycleManagementBillingAdmin
➤ RevenueLifecycleManagementBillingCreateInvoiceFromBillingScheduleApi
➤ RevenueLifecycleManagementBillingOperations
➤ RevenueLifecycleManagementBillingTaxAdmin
➤ RevenueLifecycleManagementBillingVoidPostedInvoiceApi
➤ RevenueLifecycleManagementCreateBillingScheduleFromBillingTransactionApi
➤ RevLifecycleManagementCalculatePricesApi
➤ RevLifecycleManagementCalculateTaxesApi
➤ RevLifecycleManagementCoreCPQAssetization
➤ RevLifecycleManagementCreateContractApi
➤ RevLifecycleManagementInitiateAmendmentApi
➤ RevLifecycleManagementInitiateCancellationApi
➤ RevLifecycleManagementInitiateRenewalApi
➤ RevLifecycleManagementPlaceOrderApi
➤ RevLifecycleManagementProductAndPriceConfigurationApi
➤ RevLifecycleManagementProductImportApi
➤ RevLifecycleManagementTaxConfiguration
➤ RevLifecycleManagementCreateOrderFromQuote
➤ RevLifecycleManagementQuotePricesTaxes

🎉🎯 Yay! Your Revenue Cloud org is ready now

Revolutionizing Revenue with RCA: A New Era in Salesforce

 RCA redefines how quoting, products, contracts, and orders work — all using standard Salesforce objects for a smoother, scalable experience.

No more bulky customizations — RCA brings a sleek Transaction Line Editor, logic-driven guided selling, and streamlined contract workflows.
Admins love the flexibility: configure dynamic products, manage assets/subscriptions in one place, and use OmniStudio for powerful UI flows.
Unlike CPQ’s rigid structures, RCA is built for speed, simplicity, and modern revenue operations.
It’s not just an upgrade — it’s the smarter, future-ready evolution of CPQ.