When moving from traditional Salesforce CPQ to Revenue Cloud Advanced (RCA), one of the biggest changes you'll see is how products are organized. In CPQ, we use Features and Options to build product bundles. But in RCA, this is replaced by a more modern method using Catalogs and Categories.
In this blog, you’ll learn:
➡️ How to create Catalogs, Categories, and Subcategories
➡️ How to assign Products to these Categories➡️ How this setup compares to classic Features → Options in Salesforce CPQ
Traditional Salesforce CPQ: Bundles with Features & Options
In Salesforce CPQ, products are grouped using bundles.
Inside a bundle:
-
Features → sections inside a product bundle
Options → actual products inside those sections
This setup is helpful when a sales rep needs to choose different parts of a product.
Product: Laptop Bundle
├── Feature: Accessories
│ ├── Option: Wireless Mouse
│ └── Option: Headset
└── Feature: Protection Plans
└── Option: Extended Warranty
Product from my org
Revenue Cloud Advanced: Uses Catalogs & Categories
In Revenue Cloud Advanced, this setup is more like an online shopping experience.
-
Products→placed into Catalogs
Catalogs→contain Categories
Categories→can have Subcategories
This way, users can easily search and filter to find the products they need.
Catalog: Electronics Catalog
├── Category: Laptops
│ ├── Product: Think Book 14
│ └── Product: HP EliteBook
├── Category: Accessories
│ ├── Product: Wireless Mouse
│ └── Product: Headset
└── Category: Warranty Services
└── Product: Extended Warranty
This is how Product looks when adding to Quote in RCA
Organize Your Products with Catalogs and Categories
If you're looking to understand how Catalogs and Categories work in Salesforce Revenue Cloud Advanced, I recommend checking out this official Salesforce Help article:https://help.salesforce.com/s/articleView?id=ind.product_catalog_catalogs.htm&language=en_US&type=5
