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            Set Up Product Discovery in Revenue Cloud for Communications

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            Set Up Product Discovery in Revenue Cloud for Communications

            To use product discovery in Revenue Cloud for Communications, configure the product discovery settings. Sales reps can then select a catalog and browse its products for assignment to specific locations.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To set up Product Discovery: Product Discovery Admin
            To update custom flow for browsing and adding products:

            Revenue Cloud for Communications Features

            OR

            CME Sales Features
            Important
            Important If you've implemented the product discovery configuration before Spring `26, we recommend that use the new product discovery flow and context definitions, the Multi-Recipient: Discover Products flow and MultiRecipientProductDiscovery context definitions. The Comms Product Discovery flow and CommsProductDiscoveryContext are scheduled for depreciation in Spring `27.

            Here are some of the considerations for product discovery:

            • While the Let users configure products property in the Product Discovery component properties is set to Yes by default, this setting is not supported for recipients.
            • To configure Context Product Discovery Setting, use the same context definition in Product Discovery Setting, Pricing Procedure, and Qualification Procedure.
            1. From Setup, in the Quick Find box, enter Product Discovery Settings and select it.
            2. Update the context definition to MultiRecipientProductDiscovery. If you have extended the default context definition, choose the extended context definition.
            3. Update the pricing procedure to the extended product discovery pricing procedure.
            4. Update the custom flow for browsing and adding products in Revenue Cloud to Multi-Recipient: Discover Products.
            5. Set up qualification rules for SMB Fiber products.

            See Also

             
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