Product Catalog Management in Revenue Cloud Advanced

 Catalog  :

A collection of products organized for selling.

Categories :

Subdivisions within a catalog to group products for easier discoverability.

Subcategories :

Additional hierarchy levels for deeper structure.

Ex: Beds —> Sofa Beds, Single Beds

Note :

Effective Start Date

Effective End Date

Control the visibility of Catalogs with Effective Dates.

Assigning Products to categories :

Products must be Standalone ( not ‘’ Sell only with other products”).

Go to : Catalog —> Categories —> Related —> Assign Products.

Note : Products can be assigned to multiple categories/subcategories.

Product not available in ‘Browse catalog’ :

Encountering error retrieving the catalogs or products .

1.Rebuild Index

Go to Setup —> Product Discovery Settings —> Enable ‘ Use Indexed Data for Product Listing and Search’. 

Create Full Index —> Click ‘Rebuild Index’.

Choose ‘ Partial Index Rebuild’/‘Full Index Rebuild’ methods.

Note : Partial index rebuilds capture product updates incrementally while full index rebuilds completely rebuild the entire index, which can be resource-intensive.

2.Product Should be active and ’Sell only with other products’ should be false.

—>Product should have price book entry within the pricebook you selected for this quote or order.

—> Make sure assign a product Selling model’ to your product.

—> Make sure the product is assigned to the catalog you are selecting in the browse catalogs page.

3.Sync Pricing Data

Go to Setup —> Salesforce Pricing Setup —> Click on ’Sync’. Wait a couple minutes for the process to run.

Go back to Transaction Line Editor on your Quote/order and click Browse catalogs verify product is available.