You are here:
Coexistence of Revenue Management with Sales Force Automation
Revenue Management (formerly Revenue Cloud) and Sales Force Automation can coexist in a Salesforce org that has both Revenue Management and Sales Force Automation provisioned and enabled.
Sales Force Automation quotes can be used in parallel, and existing Sales Force Automation quote features, as well as quote and opportunity sync, work as expected.
Supported Revenue Management Features
When coexisting with Sales Force Automation, Revenue Management users can:
- Create quotes, orders, and contracts.
- Activate orders to create corresponding assets.
- Amend, renew, or cancel orders, and create corresponding assets.
- Use Sales Force Automation quotes, and update existing Sales Force Automation quotes, opportunities, and orders.
Revenue Management Limitation
Revenue Management users can’t use Sales Force Automation quotes to add or update products by using Browse Catalog. An error appears stating that the quote is not a Revenue Management quote.
Did this article solve your issue?
Let us know so we can improve!
