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            Set Up Multisite in Revenue Cloud for Communications

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            Set Up Multisite in Revenue Cloud for Communications

            Manage quotes and orders across multiple locations or location groups with Multisite in Revenue Cloud for Communications. Assign permission sets, enable org settings, and add the Locations tab to a quote or order record page.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Communications Cloud Advanced

            Assign Permission Sets

            Assign permission sets to the standard users to use multisite feature.

            User Permissions Needed
            To assign permission set:

            Assign Permission Sets

            AND

            View Setup and Configuration
            • CME Sales Features
            • Revenue Cloud for Communications Features

            See Manage Permission Set Assignments.

            Turn On Location Based Quoting and Ordering

            Give your users access to create and manage location-based quotes and orders.

            Required Editions

            User Permissions Needed
            To turn on org settings: CME Sales Features
            1. From Setup, in the Quick Find box, enter Revenue Cloud for Communications, and then select Revenue Cloud for Communications Settings.
            2. Make sure that Location Based Quoting and Ordering is enabled.

            Add and Customize Locations Tab on a Quote or Order Record Page

            Help sales reps build location-based deals by adding the Locations tab to a quote or order record pages by using Lightning App Builder. Customize the column fields that display on the Locations tab of a quote or order record page. Organize the columns that show in the View By Predefined Type menu on the Locations tab.

            Required Editions

            User Permissions Needed
            To add the Locations tab: CME Sales Features
            To configure and organize column fields: Customize Application
            To configure flows:

            Revenue Cloud for Communications Features

            AND

            Manage Flow
            1. Go to a quote or order record page.
            2. From the Setup menu, select Edit Page.
              The record page opens in the Lightning App Builder.
            3. Add the Locations tab.
              1. Click the Tab component.
              2. Click Add Tab in the Tabs component properties.
              3. Select tab label as Custom, and enter Locations as the label.Add Locations Tab
            4. Assign the Recipient Wrapper component.
              1. Select the Locations tab.
              2. From the Components list, search for Recipient Wrapper.
              3. Drag the Recipient Wrapper component to the Locations tab.
              4. Select the Recipient Wrapper component on the canvas.
              5. Select Location for the recipient type in the Recipient Wrapper component properties.Assign Recipient Wrapper Component to Locations Tab
            5. Configure the column fields.
              1. Select the Recipient Wrapper component on the Locations tab.
              2. Under Display Fields, click Select... in the component properties.
              3. Move the fields to the Selected section to show on the Locations tab, and arrange them in your preferred order.
            6. Organize the column fields.
              1. Select the Recipient Wrapper component on the Locations tab.
              2. Under Organise Fields, click Select... in the component properties.
              3. Move the fields to the Selected section to show in the View By Predefined Type menu on the Locations tab, and arrange them in your preferred order.
            7. Save your changes and activate the record page.

            Add Locations Tab for Guided Journey

            Use the Customer Onboarding flow to add Locations tab to a quote or an order record page during guided journey.

            1. From Setup, in the Quick Find box, enter Flows and select it.
            2. Open the Customer Onboarding flow in a flow builder.
            3. Deactivate the flow.
            4. Click the ValidateAddress screen element.
            5. Click Recipient Wrapper on the modal.
            6. Enter Locations in the recipient type field.
            7. Save your changes and activate the flow.

            Configure Column Fields on Locations Step by Using a Flow

            Use the Customer Onboarding flow for configuring the column fields to show on the Locations tab of a quote or order record page during a guided journey.

            1. From Setup, in the Quick Find box, enter Flows and select it.
            2. Open the Customer Onboarding flow in a Flow Builder.
            3. Create a collection variable to show the column names on the Locations tab.
              1. From the Toolbox, click New Resource.
              2. Select Variable as the resource type.
              3. Enter the API name to configure collection variables.
              4. Select Text as the data type.
              5. Select Allow multiple values and Available for input.
              6. Click Done.
            4. Add the Assignment element after Customer Quote Form element.
            5. Enter a label and API name for the Assignment element.
            6. Set the variable values section.
              1. Select the collection variable that you created for showing the column names.
              2. Select Add as the operator.
              3. Enter QuoteLineItemRecipient.<column_name>.
              4. To add another column name, click Add Assignment.
            7. Configure the ValidateAddress element.
              1. Click the ValidateAddress element.
              2. Click the Recipient Wrapper component.
              3. In Display Fields, select the collection variable that you created for showing the column names on the Locations tab.
              4. Click Done.
            8. Save your changes and activate the flow.

            Organize Column Fields for Guided Journey

            Use the Customer Onboarding flow for organizing the column fields to show in the View By Predefined Type menu on the Locations tab of a quote or order record page during a guided journey.

            1. From Setup, in the Quick Find box, enter Flows and select it.
            2. Open the Customer Onboarding flow in a Flow Builder.
            3. Create a collection variable to organize the column names in the View BY Predefined Type menu.
              1. From the Toolbox, click New Resource.
              2. Select Variable as the resource type.
              3. Enter the API name to configure collection variables.
              4. Select Text as the data type.
              5. Select Allow multiple values and Available for input.
              6. Click Done.
            4. Add the Assignment element after Customer Quote Form element.
            5. Enter a label and API name for the Assignment element.
            6. Set the variable values section.
              1. Select the collection variable that you created for organizing the column names in the View BY Predefined Type menu.
              2. Select Add as the operator.
              3. Enter QuoteLineItemRecipient.<column_name>.
              4. To add another column name, click Add Assignment.
            7. Configure the ValidateAddress element.
              1. Click the ValidateAddress element.
              2. Click the Recipient Wrapper component.
              3. In Organise Fields, select the collection variable that you created for organizing the column names in the View BY Predefined Type menu.
              4. Click Done.
            8. Save your changes and activate the flow.
             
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