Speed up quoting and improve accuracy by using the new Data Processing Engine definition to autopopulate default records related to imported quote lines. When users import quote lines from CSV files, the import process populates default child lines for bundled products, and default quote line item attributes and their values. Users can also import static product bundles and products with static attributes.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions of Agentforce Revenue Management, formerly Revenue Cloud, with the Revenue Cloud Growth or the Revenue Cloud Advanced license.
Why: This enhancement makes sure that quotes have the default product configuration after import. When users import quote line items from CSV files, the Data Processing Engine definition creates these records.
- Quote lines for all the child products in the hierarchy that have Include component by default selected. See Product Relationship Management in Revenue Cloud.
- Related attributes that have Default Value selected. See Configure Product Attributes in Revenue Cloud.
How: Clone the latest version of the Create Quote Line Items from a CSV File Data Processing Engine template. Then, on the Revenue Settings page, for Data Processing Engine Definition for Importing Quote Line Items, select your definition.