Salesforce RCA for Multi-Tenant Quoting and Order Splitting

For technology leaders in the tech industry, managing revenue for multiple clients or business units within a single instance is crucial. Salesforce Revenue Cloud Advanced (RCA) is designed to handle this complexity through its core architecture and declarative features.

Multi-Tenant Quoting

RCA is built on the Salesforce platform, which is inherently multi-tenant. This architecture allows companies to manage the quoting, pricing, and contracting for diverse clients or tenants while maintaining data isolation and security.

• API-First Architecture: RCA's API-first design allows for "headless CPQ" use cases. This means the quoting and pricing engines can be invoked from external systems, such as your customer-facing portals or an external UI, while still being governed by the logic configured within RCA. This provides a unified engine for all your quoting channels.

• Centralized Product Catalog: RCA provides a single, unified product catalog that can be a source of truth for all tenants. You can manage complex bundles and pricing rules centrally and apply them consistently across different business units, ensuring consistency and compliance.

• Declarative Configuration: The platform's declarative nature allows for configuring complex pricing rules, discounts, and approval workflows without extensive custom code. This makes it easier to manage multi-tenant environments and adapt to new business models.

  
  

Order Splitting

Order splitting is a common requirement in the technology industry for scenarios like partial shipments, staggered billing, or fulfilling different products from different warehouses. RCA provides powerful, flexible options to automate this process.

• Rule-Based Automation: You can configure rules to automatically split a single quote into multiple orders. This can be based on criteria such as:

  • Product Family: For example, you can automatically split an order so that all hardware products go to one order and all software products go to another.

  • Custom Fields: You can use a custom field on the quote line to define the order group, such as "Fulfillment Location" or "Delivery Month."

  • Quote Line Groups: If you use quote line groups to organize products on a quote, RCA can use those same groups to split the orders.

• Manual Splitting: For unique or complex scenarios, sales reps have the flexibility to manually split an order by specifying the quantity for each order line.

  
  

By leveraging these capabilities, RCA allows technology companies to automate complex revenue processes, reduce manual errors, and provide a single, unified platform for sales, finance, and operations.