Thursday, 5 June 2025

Transaction Management in Revenue Cloud Advanced

Transaction Management :

Transaction management has CPQ and Contract.

Create Quote with the right products and Prices. Close deals faster.


Customize the Transaction Line Editor to ensure sales teams have the right information at their fingertips for faster, smarter selling.


Extend SalesTransaction Context to map Custom Fields : 


1.Extend the OOTB SalesTransaction Context directly to create your own custom definition,Add necessary custom mappings and then Activate your definition.


2.Sync your Context Definition on Upgrades.


Note : Avoid cloning and then extending SalesTransaction_Context.


Price Waterfall :


Tip: Use Price waterfall to visualize price breakdowns.


Using Waterfall, view price breakups - taxes, discounts and adjustments at each step, with reasons for every addition or deduction.

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