Smarter Product Catalog Management in Salesforce Revenue Cloud with Flow

Product Catalog Management at the Core

Product Catalog Management is at the heart of Salesforce Revenue Cloud, providing a single source of truth for product and pricing data. With its centralized configuration, even the most complex pricing structures can be maintained, updated, and deployed across the organization. Whether running seasonal promotions or selling in multiple currencies, Revenue Cloud equips businesses with the tools they need to manage the most demanding pricing scenarios, but sometimes the tasks required to manage these scenarios can be daunting.

Taking Capabilities Further with Flow

At Mountain Point, we’ve taken these capabilities further by introducing custom Flow automation that enhances catalog efficiency and accuracy. Our solution automatically assigns new products to the appropriate catalog and category based on product attributes, eliminating unnecessary manual work and reducing errors in the process. To ensure pricing stays accurate, we’ve also built in a custom incremental refresh, keeping sales teams confident that they’re always working with the latest data.

A Demo in Action

In the demo, we walk through a simple example: an admin adds a new low-capacity battery to the system. By selecting the “Batteries” family, the product is instantly added to the appropriate catalog and category without any extra steps. From a sales user’s perspective, the product is immediately discoverable in the Cirrus catalog, complete with refreshed pricing. Within only a few clicks, the new product is discoverable, accurately priced, and ready to sell.

Personalizing Revenue Cloud

This streamlined process demonstrates how organizations can personalize Revenue Cloud to align with their unique business processes, allowing pricing managers to navigate complexity with ease while ensuring sales teams always have access to up-to-date product pricing.

Turning Complexity into Advantage

Complex pricing challenges often demand more than just standard configuration. They require innovative solutions to allow for easy maintenance. Mountain Point specializes in helping organizations transform their Revenue Cloud setup into a strategic advantage. Connect with us to see how we can support your company’s unique pricing needs.