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Transaction Management Tasks Supported on LWR Sites
Explore the Transaction Management tasks that are available on Lightning Web Runtime (LWR) sites for users with the Customer Community Plus license. Learn about the additional customizations required for some of these tasks.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Agentforce Revenue Management |
This table lists the Transaction Management tasks and indicates whether the task is supported in LWR sites.
| Task | Supported on LWR Sites |
|---|---|
| Create quotes. | Available Requires additional configuration. See the Set Up Tasks that Require Additional Configuration on LWR Sites section. |
| Create orders. | Available Requires additional configuration. See the Set Up Tasks that Require Additional Configuration on LWR Sites section. |
| Use Transaction Line Editor to manage line items on quotes and orders. | Available |
| Use Transaction Line Progress Indicator to see informational and error messages. | Available |
| Browse catalogs. | Available Requires additional configuration. See the Set Up Browse Catalogs Flow on LWR Sites section. |
| Configure products. | Not Available |
| Apply for partner discounts. | Not Available |
| Apply discounts for line items. | Not Available |
| View product eligibility and availability by using Qualification Rules. | Available |
| Generate a PDF document from a quote. | Available Requires additional configuration. See the Set Up Tasks that Require Additional Configuration on LWR Sites section. |
| Group quote and order line items on Transaction Line Editor. | Available |
| Sync quotes and opportunities. | Available Requires additional configuration. See the Set Up Tasks that Require Additional Configuration on LWR Sites section. |
| Create orders from quotes. | Available Requires additional configuration. See the Set Up Tasks that Require Additional Configuration on LWR Sites section. |
| Use instant pricing to automatically recalculate prices. | Not Available |
| View quote summary and order summary by using the Transaction Summary component. | Available |
| Open the side panel for quote and order line items to view details. | Not Available |
| Access Managed Asset Viewer to see a consolidated list of all lifecyle-managed assets. | Not Available |
| Access side panel on Managed Asset Viewer to see additional details, including attributes. | Not Available |
| Access the Asset State Period Chart component to see a chart that shows changes over time. | Not Available |
| Access the Asset Summary component. | Not Available |
| Amend, renew, and cancel assets from the assets page. | Not Available |
| Add assets. | Not Available |
| View taxes. | Available |
Set Up Browse Catalogs Flow on LWR Sites
The prebuilt Discover Products flow, which is used to browse catalogs, works by default. If you create a custom flow to browse catalogs, add the custom flow to LWR pages.
After you add the custom flow to the page, make sure that users can't go to the page directly. Then, create a quick action that invokes the flow.
