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 After it’s installed, you can’t uninstall a Salesforce Go solution.
Configure Dynamic Revenue Orchestrator in Salesforce Go. Skip this step if it’s already
configured.
From Setup, in the Quick Find box, enter Salesforce Go, and
then select Salesforce Go.
Go to the Features tab, and filter by Revenue Cloud.
View and turn on Dynamic Revenue Orchestrator.
The configuration can take a few minutes. Wait until it’s complete before installing
the template.
Install the High Tech Order Orchestration solution in Salesforce Go.
From Setup, in the Quick Find box, enter Salesforce Go, and
then select Salesforce Go.
Select Revenue Cloud and then filter by the Data Packs
content type.
Open High Tech Order Orchestration, and review the solution details and
installation requirements.
Click Set Up.
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.
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