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Set Up Multi-Subscribers in Revenue Cloud for Communications
Manage quotes and orders across multiple subscribers or subscriber groups with Multi-Subscribers in Revenue Cloud for Communications. Assign permission sets, enable org settings, and add the Subscribers 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 the CME Sales Features permission sets to the standard users to use multi-subscribers feature.
| User Permissions Needed | |
|---|---|
| To assign permission set: | Assign Permission Sets AND View Setup and Configuration |
Turn On Subscriber Based Quoting and Ordering
Give your users access to create and manage subscriber-based quotes and orders.
Required Editions
| User Permissions Needed | |
|---|---|
| To turn on org settings: | CME Sales Features |
- From Setup, in the Quick Find box, enter Revenue Cloud for Communications, and then select Revenue Cloud for Communications Settings.
- Turn on Subscriber Based Quoting and Ordering.
Add and Customize Subscribers Tab on a Quote or Order Record Page
Help sales reps build subscriber-based deals by adding the Subscribers tab to a quote or order record pages by using Lightning App Builder. Customize the column fields that display on the Subscribers tab of a quote or order record page. Organize the columns that show in the View By Predefined Type menu on the Subscribers tab.
Required Editions
| User Permissions Needed | |
|---|---|
| To add the Subscribers tab: | CME Sales Features |
| To configure and organize column fields: | Customize Application |
- Go to a quote or order record page.
-
From the Setup menu, select Edit Page.
The record page opens in the Lightning App Builder.
-
Add the Subscriber tab.
- Click the Tab component.
- Click Add Tab in the Tabs component properties.
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Select tab label as Custom, and enter
Subscribers as the label.
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Assign the Recipient Wrapper component.
- Select the Subscribers tab.
- From the Components list, search for Recipient Wrapper.
- Drag the Recipient Wrapper component to the Subscribers tab.
- Select the Recipient Wrapper component on the canvas.
-
Select Subscriber for the recipient type in the Recipient Wrapper
component properties.
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Configure the column fields.
- Select the Recipient Wrapper component on the Subscribers tab.
- Under Display Fields, click Select... in the component properties.
- Move the fields to the Selected section to show on the Subscribers tab, and arrange them in your preferred order.
-
Organize the column fields.
- Select the Recipient Wrapper component on the Subscribers tab.
- Under Organise Fields, click Select... in the component properties.
- Move the fields to the Selected section to show in the View By Predefined Type menu and arrange them in your preferred order.
- Save your changes and activate the record page.
