Jean-Michel Tremblay
Salesforce Consultant
Asset Lifecycle Management,Revenue Lifecycle Management
Introduction to Salesforce Contracts: Streamline Your Contract Lifecycle Management
Salesforce Contracts – Overview and Demo Managing contracts effectively is crucial for any business aiming to maintain strong
September 13, 2024
Revenue Cloud Releases
Salesforce Revenue Lifecycle Management – Winter ’25 Release Highlights
The Release notes are out for Salesforce Winter 25 and we’re getting a bunch of new updates to
August 12, 2024
Revenue Lifecycle Management
Salesforce Revenue Lifecycle Management – Default Price Waterfall
August 8, 2024
Revenue Lifecycle Management
Derived Pricing in Salesforce Revenue Lifecycle Management
Salesforce Revenue Lifecycle Management – Derived Pricing In this post, we’ll explore the Derived Pricing feature within Salesforce
August 1, 2024
Product Configurator,Revenue Lifecycle Management
Salesforce Revenue Lifecycle Management Configuration Rules
Salesforce RLM – Configuration Rules In this post, we’ll explore the configuration rules available within Salesforce Revenue Lifecycle
August 1, 2024
Salesforce CPQ
Accelerate Quote Document Generation with Salesforce CPQ Quote Proposal API
In this post, we’re diving into a powerful feature of Salesforce CPQ: the Quote Proposal API. This API
August 1, 2024
Product Configurator,Revenue Lifecycle Management
How to Create and Manage Usage-Based Products in Salesforce Revenue Lifecycle Management
Salesforce Revenue Lifecycle Management (RLM) offers a robust platform for managing your product lifecycle. However, as of Summer '24, it does not support usage-based products out of the box. This limitation can be a hurdle for businesses looking to offer flexible, usage-based pricing models. Fortunately, with Salesforce’s Product Configurator, you can customize and extend RLM to include usage-based products. In this blog post, we explore how to set up a "Self-Driving Pay-per-Mile" product, demonstrating the flexibility of Salesforce’s tools. We walk through creating custom configurator flows, setting up consumption rates, and using Lightning Web Components for real-time configuration updates. By leveraging point-and-click tools alongside minimal custom code, we show you how to make usage-based billing a reality within Salesforce RLM. Key Steps Covered: Setting up a usage-based product in Salesforce. Customizing configuration flows to handle usage and rates. Implementing a Lightning Web Component for seamless data handling. Testing and ensuring the setup works with your existing billing systems. For a detailed step-by-step guide and to see these configurations in action, read our full blog post and watch our video tutorial.
June 24, 2024
Revenue Lifecycle Management
Field Mapping in Salesforce Revenue Lifecycle Management
Quote Line to Order Product Mapping Field mapping in Salesforce Revenue Lifecycle Management (RLM) is an essential feature
June 20, 2024
Revenue Lifecycle Management
Customizing the Transaction Line Editor in Salesforce Revenue Lifecycle Management
This tutorial explains how to customize the Transaction Line Editor in Salesforce Revenue Lifecycle Management. It covers accessing the Page Editor, locating the Transaction Line Editor component, modifying and reordering displayed columns, previewing changes, saving and activating the layout, and verifying changes. It emphasizes user experience, sandbox testing, and documentation.
June 20, 2024