Overview of Product Setup Process in Salesforce Revenue Cloud

Product Setup Process in Salesforce Revenue Cloud

To ensure a consistent and scalable product structure across the Revenue Cloud ecosystem, it’s essential to follow a well-defined setup process. Salesforce provides a clear sequence for creating and organizing products, attributes, and catalogs — ensuring accuracy, flexibility, and easy management as your offerings evolve.

Below is a step-by-step overview of the Revenue Cloud product data model setup:

1. Create Dynamic Product Attributes

The foundation of every product configuration begins with product attributes. Attributes define the unique characteristics of a product — such as color, size, model, or service type.

Key Activities:

• Create picklists: Define standardized sets of values for attribute selection.

• Create attributes: Establish data fields that describe product features.

• Create attribute groups: Organize related attributes into logical clusters for easier management and configuration.

By creating structured attributes, organizations can maintain consistency across multiple product lines while allowing flexibility in customization.

2. Create Product Classifications

Once attributes are defined, the next step is to classify products to streamline organization and reuse.

Key Activities:

• Assign attributes: Link defined attributes to specific product classifications.

• Assign to products: Map classifications to products so that common characteristics are shared across similar items.

This classification ensures that updates to shared attributes automatically reflect across all associated products — saving time and reducing maintenance.

3. Create Products / Bundles

With attributes and classifications in place, you can now create individual products and bundles.

Key Activities:

• Assign or override attributes: Customize attributes at the product level to reflect unique variations.

• Assign pricing: Define pricing models, rules, and structures for each product or bundle.

This step enables flexibility in how products are sold — whether individually or as part of complex bundles — while maintaining pricing consistency across sales channels.

4. Create Categories / Subcategories

Categories and subcategories are used to logically group products for easier navigation and discovery in digital catalogs or CPQ interfaces.

Key Activities:

• Assign products: Add products to appropriate categories or subcategories.

This organization enhances user experience for sales teams and customers alike, simplifying search and selection processes.

5. Create Catalogs

Finally, catalogs bring everything together into a unified structure that defines what products are available to which customers or segments.

Key Activities:

• Assign products: Include the relevant products in each catalog.

• Assign categories/subcategories: Map categories and subcategories to catalogs for structured browsing and dynamic product presentation.

Catalogs serve as the ultimate interface for product discovery, ensuring that the right products are visible to the right users in every sales context.

Putting It All Together

Following this process — from creating attributes to building catalogs — ensures that your Revenue Cloud product data is organized, reusable, and aligned with your overall business model.Combined with Context Service, these structured definitions make it easier to share product information across applications and industry clouds, enabling automation, consistency, and a truly unified customer experience.