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

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• •  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

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    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.