IA Step-by-Step Guide to Configuring Revenue Cloud in a Scratch Org

​

• Assigning Permissions – Learn how to assign essential Permission Sets and Licenses for Revenue Cloud.
• Enabling Core Features – Walk through enabling critical settings like Salesforce Pricing, Revenue Cloud, Quotes, and Orders.
• Extending Context Service – See how to extend contexts such as SalesTransactionCTXT and ProductDiscoveryContext, and map critical fields for business logic.
• Creating Procedures:
  • Discovery Procedures: Design context-based discovery flows.
  • Pricing Procedures: Set up pricing logic using default templates.
  • Qualification Procedures: Establish product qualification rules for product discovery.
• Setting up Product Catalog and Pricebook – Understand how to manage the product catalog, activate the Standard Pricebook, and link products to categories.
• Configuring Quote Layouts – Edit and enhance quote layouts, including adding custom buttons for order creation and catalog browsing.
• Activating Pricing Setup – Implement the price waterfall and other pricing-related configurations.

​