January 12, 2026

How to Create a Configurable Subscription Product in Revenue Cloud

Jean-Michel Tremblay

Salesforce Consultant

In this guide, you’ll learn how to create your first subscription product in Salesforce Revenue Cloud. We’ll walk through building a configurable simple product – a product with attributes that users can configure during the sales process, but without bundled components.

Table of contents

Understanding Product Types in Revenue Cloud

Before we dive in, let’s understand the four types of products you can create in Revenue Cloud:

Product TypeProduct Type FieldConfigure During Sale
Static SimpleNoneNot Allowed
Configurable SimpleNoneAllowed
Static BundleBundleNot Allowed
Configurable BundleBundleAllowed

For our subscription product, we’re creating a Configurable Simple product – meaning it has attributes users can modify during configuration, but no child product components.

What We’ll Build

We’ll create a “CloudSync Pro Annual” subscription product with two configurable attributes:

  • License Tier – A picklist with options: Basic, Professional, Enterprise
  • Storage Limit – A number field with a default value

Understanding Selling Models

What makes a product a “subscription”? It’s all about the selling model. Revenue Cloud supports three selling models:

Selling ModelDescriptionExample
One-TimeSingle purchase, no recurring billingHardware, setup fees
Term-DefinedFixed subscription period (12/24/36 months)Annual SaaS license
EvergreenOngoing subscription with no fixed end dateMonthly utility service

For our CloudSync Pro Annual product, we’ll use Term-Defined – a subscription with defined start/end dates and a 12-month billing term.

Build Order

We’ll create records in this logical order:

  1. Attribute Picklist (for the License Tier attribute)
  2. Attribute Definitions (License Tier and Storage Limit)
  3. Attribute Category (to group our attributes)
  4. Product Classification (template for our product)
  5. Product (CloudSync Pro Annual)
  6. Product Selling Model Option and Price Book Entry
  7. Catalog Assignment and Decision Table Refresh

Step 1: Create the Attribute Picklist

First, we need to create a picklist for our License Tier attribute. Picklists must be created before you can use them with attribute definitions.

  1. Navigate to Product Catalog Management home page
  2. Scroll to the Attributes section and click Picklists
  3. Click New to create a new Attribute Picklist
  4. Enter the following values:
    • Picklist Name: License Tier Options
    • Status: Draft (for now)
    • Data Type: Text
  5. Save the picklist

Add Picklist Values

Now add three values to your picklist:

ValueAbbreviation/CodeDisplay ValueSequenceDefaultStatus
BasicBasicBasic10YesActive
ProfessionalProfessionalProfessional20NoActive
EnterpriseEnterpriseEnterprise30NoActive

Pro Tip: Use sequence values like 10, 20, 30 instead of 1, 2, 3. This leaves room to insert new values between existing ones later (e.g., sequence 15 for a new tier between Basic and Professional).

After adding all values, go back to the picklist record and set the status to Active.

Important: These are Revenue Cloud Attribute Picklists, not standard Salesforce picklist fields! They’re a separate object specifically for product configuration.

Step 2: Create Attribute Definitions

Now create the two attribute definitions that will be available on your product.

Available attribute data types: Text, Number, Picklist, Date, Datetime, Currency, Percent, Checkbox

Attribute 1: License Tier

  1. From App Launcher, search for Attribute Definitions
  2. Click New
  3. Enter the following:
    • Name: License Tier
    • Label: License Tier
    • API Name: License_Tier (no spaces, use underscores)
    • Data Type: Picklist
    • Attribute Picklist: License Tier Options
    • Required: Checked
    • Status: Active
  4. Save the attribute

Attribute 2: Storage Limit

  1. Create another new Attribute Definition
  2. Enter the following:
    • Name: Storage Limit
    • Label: Storage Limit
    • API Name: Storage_Limit
    • Data Type: Number
    • Default Value: 100
    • Required: Checked
    • Status: Active
  3. Save the attribute

Step 3: Create an Attribute Category

Attribute categories let you group related attributes together, making it easier to assign multiple attributes to product classifications at once.

  1. From Product Catalog Management, click Attribute Categories
  2. Click New
  3. Enter:
    • Name: SaaS Configuration
    • Code: SaaS_Config
  4. Save the category
  5. Go to the Related tab
  6. Click Assign in the Attributes related list
  7. Select both License Tier and Storage Limit
  8. Click Assign

Step 4: Create a Product Classification

Product classifications serve as templates for products. When you base a product on a classification, it inherits all the attributes assigned to that classification.

  1. From App Launcher, search for Product Classifications
  2. Click New
  3. Enter:
    • Name: SaaS Subscription
    • Code: SaaS_Subscription
    • Parent Product Classification: (leave empty)
    • Status: Active
  4. Save the classification
  5. Go to the Attributes related list
  6. Click Assign
  7. Choose Assign Attributes by Category
  8. Select SaaS Configuration
  9. Click Assign

Both attributes are now assigned to your product classification and will be inherited by any products based on this classification.

Step 5: Create the Product

Now we can create our subscription product.

  1. From App Launcher, go to Products
  2. Click New
  3. Enter the following:
    • Product Name: CloudSync Pro Annual
    • Active: Checked
    • Based On: SaaS Subscription (your product classification)
    • Configure During Sale: Allowed
    • Product Type: None
  4. Save the product

The key fields here are:

  • Based On – Links to your product classification, which brings in the attributes
  • Configure During Sale = Allowed – Enables the configuration screen during quoting
  • Product Type = None – Makes this a simple product (not a bundle)

Add Product Selling Model Option

  1. On the product record, go to the Related tab
  2. In Product Selling Model Options, click New
  3. Select Term Based Yearly as the Product Selling Model
  4. Set the Proration Policy to your default proration policy
  5. Save

Add Price Book Entry

  1. In the Price Book Entries related list, click New
  2. Select your Price Book (e.g., Standard Price Book)
  3. Set List Price: 2400
  4. Set Product Selling Model: Term Based Yearly
  5. Save

Override Inherited Attributes (Optional)

Your product inherits attributes from the classification, but you can override specific values for this product:

  1. On the product record, find the inherited attribute (e.g., Storage Limit)
  2. Click the dropdown arrow and select Configure
  3. Change the Default Value from 100 to 125
  4. Optionally check Is Price Impacting if this attribute should affect pricing
  5. Save

The overridden value applies only to this product – the original attribute definition remains unchanged at 100.

Step 6: Assign to Catalog

Products must be assigned to a catalog category to be available for quoting.

  1. Go to Product Catalog Management
  2. Select your Catalog
  3. Navigate to the appropriate Category (e.g., Subscription Plans)
  4. Click Assign Products
  5. Select CloudSync Pro Annual
  6. Click Next to complete the assignment

Step 7: Refresh the Decision Table

This critical step makes your product available for quoting. After creating or modifying products, you must refresh the Price Book Entry decision table.

  1. Go to Setup
  2. Search for Decision Tables
  3. Find and click on Price Book Entry V2
  4. Click Refresh

Pro Tip: Consider automating decision table refreshes using Flow. Check out our guide on Refreshing Decision Tables for more details.

The Runtime Experience

Understanding what the sales rep sees when working with your product:

Product Configurator

When the rep clicks “Configure” on the quote line, they see the Product Configurator where they can:

  • Select values from picklist attributes (License Tier: Basic/Professional/Enterprise)
  • Enter values for number attributes (Storage Limit: 100, 125, 150, etc.)
  • Adjust quantity

Sales Transaction Line Editor

Back in the Sales Transaction Line Editor, the rep manages:

  • Start Date and End Date (for term-defined products)
  • Quantity adjustments
  • Pricing and discounts

Key distinction: Attributes are configured in the Product Configurator, while dates and pricing are managed in the Sales Transaction Line Editor.

Testing Your Product

Now let’s verify everything works correctly:

  1. Create a new Quote
  2. Click Browse Catalogs
  3. Select your Price Book
  4. Navigate to your catalog and find CloudSync Pro Annual
  5. Click Add to add the product to your quote
  6. Save the quote
  7. On the quote line, click the dropdown arrow and select Configure

You should now see the configuration screen with:

  • License Tier – Defaulting to “Basic” with options for Professional and Enterprise
  • Storage Limit – Defaulting to 125 (our overridden value)

Users can modify these values and save their configuration!

Summary

You’ve successfully created a configurable subscription product in Revenue Cloud. Here’s what we accomplished:

  • Created an Attribute Picklist with three tier options
  • Defined two Attributes (picklist and number types)
  • Grouped attributes in an Attribute Category
  • Created a Product Classification as a template
  • Built the Product with proper configuration settings
  • Added pricing through Product Selling Model and Price Book Entry
  • Made the product available for quoting through catalog assignment and decision table refresh

Next Steps

With your base product configured, you can now:

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