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Install the High Tech Order Orchestration Template

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Install the High Tech Order Orchestration Template

Install the preconfigured High Tech Order Orchestration Template from Salesforce Go. Use its products, fulfillment steps, dependencies, and automations as a starting point for common high tech order scenarios.

Required Editions

Available in: Developer, Enterprise, and Unlimited Editions
User Permissions Needed
To configure Dynamic Revenue Orchestrator and install the High Tech Order Orchestration solution by using Salesforce Go: DRO Admin USer

Before installing the template, review your existing billing-schedule and assetization automations. The template includes automations for these processes, which can cause duplicate processing.

Note
Note After it’s installed, you can’t uninstall a Salesforce Go solution.
  1. Configure Dynamic Revenue Orchestrator in Salesforce Go. Skip this step if it’s already configured.
    1. From Setup, in the Quick Find box, enter Salesforce Go, and then select Salesforce Go.
    2. Go to the Features tab, and filter by Revenue Cloud.
    3. View and turn on Dynamic Revenue Orchestrator.
    The configuration can take a few minutes. Wait until it’s complete before installing the template.
  2. Turn on Billing. For more information, see Turn On Billing in Revenue Management.
  3. Install the High Tech Order Orchestration solution in Salesforce Go.
    1. From Setup, in the Quick Find box, enter Salesforce Go, and then select Salesforce Go.
    2. Select Revenue Cloud and then filter by the Data Packs content type.
    3. Open High Tech Order Orchestration, and review the solution details and installation requirements.
    4. Click Set Up.
    5. To monitor the configuration status, in Setup, find and select Go Accelerate, and then click Solution Deployment Monitoring.
      Salesforce Go assigns the solution permissions, validates the solution, and installs the metadata and data.
    The complete solution installs six technical products, one fulfillment workspace, product fulfillment scenarios, fulfillment step groups and definitions, dependencies, and supporting automations.

See Also

 
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Salesforce Help | Article