Dynamic Revenue Orchestrator (DRO) helps seamlessly design and manage the order fulfillment process. It allows you to break down orders into actionable components and track and act on the fulfillment of these components. The basic setup steps help to get started with using DRO.
- Turn On Dynamic Revenue Orchestrator
You must turn on Dynamic Revenue Orchestrator so that your org is prepared to use it for fulfillment. - Permissions in Dynamic Revenue Orchestrator
Review the permissions required for Dynamic Revenue Orchestrator. - Turn On Features to Manage Fallout and Service Level Agreements
Turn on features to manage failed or late fulfillment steps. - Turn On Context Definitions
Context definitions ensure efficient data access at every step of the orchestration process. A context definition includes a structure that defines the nodes, its attributes, and context tags. - Turn On Task Linking to Step Source
Salesforce tasks are linked to fulfillment steps. Enable the linking of a Salesforce task to a fulfillment step source. - Automate Order Submission to Dynamic Revenue Orchestrator
Create a record-triggered flow that automatically submits Revenue Management (formerly Revenue Cloud) orders to Dynamic Revenue Orchestrator when the orders are activated.