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Enable Revenue Management Features in Your Scratch Org
A scratch org is a source-driven, disposable deployment of Salesforce code and metadata. It provides a fresh Salesforce environment tailored for developing and testing the features you require.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management |
Scratch orgs start as clean environments, giving you full control to set them up based on your specific requirements without any leftover data or settings from other projects. This setup is done using a scratch org definition file, which acts like a blueprint by specifying the edition, features, licenses, and settings for the org. While this provides flexibility, it also means you need to carefully choose which features to enable.
Scratch orgs make it easier to build and test new Revenue Management setups safely and efficiently before moving changes to production. This step enables the CoreCpq and related Revenue Management features in your scratch org.
Modify Scratch Org Definition File
CoreCpq enables read-write access to Revenue Management features and objects. To use Revenue Cloud, in the Settings section of your scratch org definition file, include revenueManagementSettings > enableCoreCPQ. Add these options to your scratch org definition file. See CoreCpq.
{
"orgName": "Salesforce Revenue Management",
"country": "US",
"edition": "enterprise",
"features": [
"B2BCommerce",
"BillingAdvanced",
"CGAnalytics",
"Chatbot",
"Communities",
"ContractsAI",
"CoreCpq",
"CustomerCommunityPlus",
"DocGen",
"Einstein1AIPlatform",
"EmbeddedServiceMessaging",
"EnablePRM",
"EnableSetPasswordInApi",
"ExternalClientApps",
"InsightsPlatform",
"OrderManagement",
"OrderSaveLogicEnabled",
"PartnerCommunity",
"RevenueIntelligence",
"SalesCloudEinstein",
"ServiceCloud",
"Scrt2Conversation",
"UsageManagement",
"UnifiedCatalog"
],
"settings": {
"agentPlatformSettings": {
"enableAgentPlatform": true
},
"billingSettings": {
"enableBillingSetup": true
},
"communitiesSettings": {
"enableNetworksEnabled": true
},
"currencySettings": {
"enableMultiCurrency": true
},
"dynamicFulfillmentOrchestratorSettings": {
"enableDFOPref": true
},
"einsteinGptSettings": {
"enableEinsteinGptPlatform": true
},
"emailTemplateSettings": {
"enableTemplateEnhancedFolderPref": true
},
"experienceBundleSettings": {
"enableExperienceBundleMetadata": true
},
"industriesContextSettings": {
"enableContextDefinitions": true
},
"industriesSettings": {
"enableAIAccelerator": true,
"enableAccountScoreEnabled": false,
"enableContractMgmtPref": true,
"enableContractSearchPref": true,
"enableContractsAIPref": true,
"enableDataTrueUpPreference": true,
"enableDiscoveryFrameworkMetadata": true,
"enableDontSharePartyprofWPortalOrgPref": false,
"enableEnhancedQuestionCreation": true,
"enableEpcDeleteAccess": false,
"enableIndustriesAssessment": true,
"enableIndustriesAssessmentPrefill": false,
"enableIndustriesIntegrationOrchestratorPref": false,
"enableMicrosoftWordAddInEnabled": true,
"enableNewTimelineSetupFlow": true,
"enablePCMConfigRules": false,
"enablePartyProfileParentSharingOrgPref": false,
"enablePartyprofParentMultiSharingOrgPref": false,
"enableTimelinePref": true,
"partyProfMultiShrPrtnrsOrgPref": false,
"rlaEditIfAccHasEdit": false
},
"industriesPricingSettings": {
"enableHighAvailability": true,
"enablePricingWaterfall": true,
"enablePricingWaterfallPersistence": true,
"enableSalesforcePricing": true
},
"industriesRatingSettings": {
"enableRating": true,
"enableRatingWaterfall": true,
"enableRatingWaterfallPersistence": true
},
"lightningExperienceSettings": {
"enableS1DesktopEnabled": true
},
"omniStudioSettings": {
"enableOaEventInternalWrites": true,
"enableOaEventNotifications": true,
"enableOaForCore": true,
"enableOmniReplaceFileBasedApex": true,
"enableOmniStudioDrVersion": false,
"enableOmniStudioMetadata": true,
"enableStandardOmniStudioRuntime": true
},
"omniChannelSettings": {
"enableOmniChannel": true
},
"opportunitySettings": {
"enableOpportunityTeam": true
},
"orderManagementSettings": {
"enableOrderManagement": true
},
"orderSettings": {
"enableEnhancedCommerceOrders": true,
"enableNegativeQuantity": true,
"enableOptionalPricebook": false,
"enableOrderEvents": true,
"enableOrders": true,
"enableOrderWithMultiplePriceBooks": false,
"enableReductionOrders": true,
"enableZeroQuantity": true
},
"productConfiguratorSettings": {
"enableProductConfigurator": true
},
"quoteSettings": {
"enableQuote": true,
"enableQuotesWithoutOppEnabled": true
},
"revenueManagementSettings": {
"enableAdvCreateOrdersFromQuote": true,
"enableAdvancedDetailLinePricing": true,
"enableAsIsRenewals": true,
"enableAutoAddDerivedAsset": true,
"enableConfigurePriceScale": false,
"enableCoreCPQ": true,
"enableDeltaPricing": true,
"enableFullEscalationHydration": true,
"enableGroupRampMultiSchedulePref": true,
"enableGroupRampPref": true,
"enableGroupRampTrialSegmentPref": true,
"enableRampDeal": true,
"enableRevInstPricingDefaultPref": true,
"enableRevUnifiedSetup": true,
"enableRevenueAdjustment": true,
"enableScaleAttributes": true,
"enableTransactionCloning": true,
"enableTransactionProcessor": true,
"groupsEnabled": true,
"hidePriceRefreshNtfcn": false,
"persistChunkSizeOverride": true,
"relaxUniqueCipValidation": true,
"skipOrgSttPricing": false
},
"securitySettings": {
"enableAdminLoginAsAnyUser": true,
"sessionSettings": {
"forceRelogin": false
}
}
}
}