Entries by Sunil

From: Sravya Yellapragada – Unlocking Payments Processing in Revenue Cloud Billing

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Salesforce Revenue Cloud Billing ( a.k.a RCB)  offers robust functionality to manage your entire revenue lifecycle, and a critical component of that is integrated payments processing. While the setup and core features are detailed in the official Salesforce help documentation (see: https://help.salesforce.com/s/articleView?id=ind.billing_payments.htm&type=5 ),  Revenue Cloud Billing Offers payments processing with the help of Payments platform […]

From Indrajeet Sengupta: Example to implement e-invoicing with Revenue Cloud

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So for the sake of clarity, we will use an example for Vertex Netherlands to comply with E-Invoicing Let’s prepare the org.  The first thing that we do is create fields on the Invoice level to get the org ready.  Help article showing how to create custom fields in Salesforce: https://help.salesforce.com/s/articleView?language=en_US&id=platform.adding_fields.htm&type=5  Here are the fields […]

From Indrajeet Sengupta: E-Invoicing with Revenue Cloud

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What is E-Invoicing? Imagine instead of printing an invoice, putting it in an envelope, and mailing it or emailing it, you create it in your accounting software and send it directly to your customer’s accounting software in a structured digital format. That’s e-invoicing in a nutshell. E-invoicing is the issuance and exchange of invoices in […]

From Mrityunjoy Chowdhury: Clone Recurring Shift along with Shift Recurrence Pattern:

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Preface In Spring ’22 Salesforce Release – Scheduler Product introduced the Manage Service Resource Availability by Using Shifts feature which gave flexibility for service resources to work flexible hours instead of the Service Territory Operating Hours. This feature was extended in Winter ’23 with the flexibility to create Recurring Shifts – which gave an easy […]

From Chris Albanese: Scheduler: Add to the information that gets saved to your Outlook / Google Calendar event

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Introduction If you use Salesforce Scheduler with the Event Management feature and you use Einstein Activity Capture to sync the Salesforce Event Calendar to Outlook or Google Calendar, you can easily control the information that is written from the Scheduler Service Appointment to your Outlook/GCal event. With a simple flow configuration, you can write your […]

From Chris Albanese: Scheduler: Multi-Resource Scheduling – Default additional resource(s)

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Introduction Often times customers who use Multi-resource scheduling would like to default or automatically select the additional resource(s). For example, when scheduling a meeting with your portfolio advisor, you would like her assistant automatically added to every appointment and you want the available time slots to reflect this. With a few simple flow configurations and […]

Extended Working Hours for Privileged Customers

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Problem Statement Consider a bank with Operating hours 9AM to 5PM and a wealth manager Sam who works flexible hours 8AM to 6PM. During regular operating hours Sam is available to take any type of appointments, however for “Privileged” customers he doesn’t mind talking to them as early as 8AM and as late as up […]

From Chris Albanese: Scheduler – Book multiple appointments using Flow and the LxScheduler namespace

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Introduction Salesforce Scheduler provides a precision scheduling experience, powered by flow that allows your prospective customers, customers, and employees to schedule appointments with ease and allows you to build stronger relationships with your customers. Often times, a customer would like to schedule or is required to schedule more than 1 appointment. For example, in one […]