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How to Customize the Product Configurator Screen Flow in Revenue Cloud?

Becca Lough

When selling products in Salesforce Revenue Cloud, businesses need an easy way to help customers choose options. The product configurator screen is where users select product features before buying. By changing this screen, businesses can make it easier for users to find what they need.

What is the Product Configurator Screen?

The product configurator screen is where users pick product options. It shows different choices like sizes, colors, or extra features. Salesforce gives a basic screen, but businesses can change it to work better for their needs.

How to Change the Screen

  1. Make a Copy of the FlowGo to Salesforce Flows and find the Default Product Configurator Flow that Salesforce provides.
  2. Save a new copy of this flow so you can make changes without affecting the original.
  3. Edit the FlowOpen the new flow and change what appears on the screen.
  4. You can add messages, remove extra steps, or show different options.
  5. Save and activate the new flow.
  6. Connect the Flow to ProductsGo to Product Configuration Flows in Salesforce.
  7. Add the API name of your new flow.
  8. Set it as the default or apply it only to certain products.
  9. Test the New ScreenOpen a product in Revenue Cloud and try the new screen.
  10. If everything looks right, your changes are ready to use!

Why Change the Product Configurator Screen?

  • Easier for users – Customers and sales teams find what they need faster.
  • Saves time – Fewer mistakes and faster setup for products.
  • More flexible – Different products can have different setup screens.

Final Thoughts

Changing the product configurator screen in Revenue Cloud makes the product selection process easier. If you want to improve the setup for your business, contact SOLVD today for expert help!