Admin Guide Archives

How can I clone groups and line items in Salesforce Revenue Cloud

Tired of rebuilding the same quote structure over and over? Salesforce Revenue Cloud now lets you clone individual line items or entire groups with just one click. In this short demo, we show you how to enable and use this time-saving feature to supercharge your sales process.

Can the SDR Agent reply to a prospect right away instead of waiting an hour

Tired of your SDR Agent waiting an hour to reply? There's a new fix—and it might just change your sales game. Learn how to enable immediate responses and boost your success with AI-powered sales outreach.

How can I process an early renewal in Revenue Cloud

Want to handle mid-cycle subscription changes without headaches? Learn how Early Start Renewals in Salesforce Revenue Cloud can boost flexibility, simplify billing, and unlock new revenue — all while keeping customers happy. Watch how it's done.

Mulesoft Architecture for updated billing metrics

MuleSoft billing surprises? Learn how to avoid them with smart architecture strategies. From reducing flow and message count to streamlining data throughput and vCore usage, this video walks you through real-world tactics to keep costs in check and performance high. Let SOLVD.cloud help you get more from your MuleSoft investment.

Do I need to be able to write code to create useful business automations

Think you need to code to automate your business? Think again. Salesforce and other platforms now empower non-technical users to create powerful automations using drag-and-drop tools. Discover how SOLVD helps companies like yours save time and boost efficiency—without writing a single line of code.

How can I use product costs to impact pricing in Revenue Cloud?

Struggling to manage product pricing manually? Discover how Revenue Cloud lets you automate pricing using cost-plus models, right within Salesforce. In this demo, we’ll show you how product cost, markup, and smart flows can transform your quoting process from clunky to streamlined. Don’t miss it—future-proof your revenue ops today.

When to pay extra for better AI models, vs when to save by using cheaper models?

Wondering if free AI tools are enough—or if it's time to pay for better results? In this quick breakdown, we explain when to go premium, when to save money, and how to get the best of both worlds. Watch now to make smarter choices and get the most from your AI investment.

How AEs Can View Their Progress Towards Their Quotas in Spiff

Struggling to track your sales quota in real time? In this video, we show how Salesforce and SPIFF are making it easier than ever for AEs to view commission progress, deal impact, and earnings—all within a few clicks. Learn how this integration can revolutionize your sales team’s performance.

Explanation of all available pre-built agent templates

Ready to leverage AI in Salesforce without building from scratch? Agentforce’s prebuilt templates let you deploy powerful, trusted automation—fast. Watch this quick guide to discover how you can launch AI agents that actually understand your data, processes, and goals.

How to Enable the Advanced Configurator in Salesforce Revenue Cloud (Plus Common Errors & Fixes)

Running into errors while setting up the Advanced Configurator in Revenue Cloud? You’re not alone—and this video breaks it all down so you can move forward with confidence. Learn the exact steps to enable permissions, fix config errors, and fully unlock constraint modeling in Salesforce.

How to Add New Products to a Bundle in CPQ

Adding new products to a Salesforce CPQ bundle doesn’t have to be confusing. In this video, we walk you through features, product options, and best practices for customizing your bundle logic. Whether you're streamlining configuration or scaling your quoting process, this is a must-watch.

How to map from Order to Contract in Revenue Cloud

Tired of hitting roadblocks when trying to map Order fields to Contracts in Revenue Cloud? This video breaks down the process into manageable steps—even if you're new to context definitions. Unlock a streamlined approach to automation and scalability in your Salesforce ecosystem.

How should I be using AI for prototyping

Prototyping doesn’t have to be slow or painful. Learn how to use AI to accelerate code creation, automate testing, and generate smarter UX designs—while still preserving the power of human insight. If you’re building smarter and faster, this is the edge your team needs.

Building an agent with AI (“Generate with AI” Button) – Pros and Cons

Wondering if Salesforce's "Generate with AI" button is the breakthrough your team needs — or just another AI buzzword? Discover how SOLVD.cloud consultants are using it to speed up agent development and streamline automation, plus the potential pitfalls to avoid. Watch now to see how it could transform your Salesforce experience.

Spiff Part 4: Advanced Data Filters

Take your Spiff skills to the next level with advanced data filters. Learn to filter by dates, layer filters, and write custom logic with the syntax editor for deeper insights and better decision-making. Whether you're new to Spiff or scaling your operations, this tutorial offers practical value.

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