Evolving from Salesforce CPQ Configuration Attributes to Dynamic Attributes in Salesforce RCA

 

In Salesforce Revenue Cloud Advanced (RCA), dynamic attributes let you add characteristics to products that can directly influence pricing. This makes product configuration flexible and pricing more accurate.
Dynamic attributes in Salesforce RCA give businesses flexibility to adjust pricing based on product features.

Let’s walk through how to set up a dynamic attribute with a paint color example.

Step 1: Create a Picklist

Go to Product Catalog → Attributes → Picklists.

1. Create a new picklist: Name = Product Paint, Data Type = Text, Status = Active

2. Add values: Black (Code: Product Black, Sequence: 1), Red (Code: Product Red, Sequence: 2)

Step 2: Create a New Attribute

1. Go to Attributes → New Attribute

2. Enter details: Name = Product Paint, Data Type = Picklist, Picklist = Product Paint, Required = Yes, Default Value = Black, Status = Active

Step 3: Create a Product Classification

1. Go to Product Classifications → New

2. Enter details: Name, Code, Status = Active

3. Under Attributes tab → Assign → Select Product Paint

Step 4: Link Classification to Product

1. Open your product record

2. Under Classifications, assign the one you created

Step 5: Make Attribute Price Impacting

1. Open the attribute under classification

2. Set Is Price Impacting = True

Step 6: Create Attribute-Based Adjustment

1. Go to Price Management → Price Adjustment Schedules

2. Create a new adjustment: Product = your product, Adjustment Type = One-time, Adjustment Value = -$250 (for Red), Condition = Paint color = Red

Step 7: Test It

1. Go to a Quote

2. Add your product

3. Choose Configure with Instant Pricing

4. Change color to Red

5. Verify price is reduced by $250

Subcategories in Action: A Practical Use Case with Software Licenses

Once you're done setting up catalogs and categories (refer to My previous Blog), you can proceed to create and organize subcategories for better product structure.

Let’s say your company sells enterprise software solutions like CRMs, ERPs, and productivity tools. Under each product line, you offer multiple types of software licenses — Standard, Professional, Enterprise — each with specific configurations, pricing, and features.

 Catalog → Categories → Subcategories 

Example Structure

java

- Software Solutions (Catalog)
  └── CRM Software (Category)
      └── Standard License (Subcategory)
      └── Professional License (Subcategory)
      └── Enterprise License (Subcategory)
  └── ERP Software (Category)
      └── Basic License (Subcategory)
      └── Premium License (Subcategory)

---

 Configuration Steps (With Software License Example)

1. Create or Open a Catalog

Go to App Launcher → Catalogs

• Create a Catalog (e.g., "Software Solutions") if not already created.

2.Create a Top-Level Category

On the catalog record, go to the Categories related list and click New.

Create a new category called “CRM Software”. Leave the parent field blank, as this will be the top-level grouping. You can optionally add a description and set the sort order to control how it appears in the catalog UI.

3.Add Subcategories (Example: Software Licenses)

Next, click the Actions icon (⋮) next to “CRM Software” and choose Add Subcategory.

Now add your first license type — for example, “Standard License”. Enter a short name, optional description, a unique code (e.g., CRM_STD), and set the sort order as 1. Most importantly, check the “Show in Menu” checkbox so that this subcategory appears as a navigational breadcrumb during runtime.

Repeat the same steps to add “Professional License” and “Enterprise License” as subcategories under “CRM Software”, adjusting sort order accordingly.

You’ve now created a meaningful license-tier structure under your CRM product line!

4. Assign Products to Subcategories

Now that subcategories are created, go to App Launcher → Product Specifications.
Open each software license product record.
Scroll to the Catalog Categories related list.
Click New and select the relevant Subcategory.
Save the record to link the product to the correct catalog hierarchy.