Introduction

In complex sales environments, generating quotes and managing orders efficiently is crucial. Errors, delays, or cumbersome approval processes can slow revenue recognition and frustrate customers. Salesforce Revenue Cloud Advanced (RCA) addresses this with two powerful capabilities: the Transaction Line Editor (TLE) and built-in advanced approvals using flow orchestration.

This blog, part of our Revenue Cloud Advanced series, will cover:

• How the Transaction Line Editor simplifies quotes and orders with an Excel-like experience.

• Customization and usability features for efficient transaction handling.

• RCA’s advanced approval workflows built into the platform.

• How flow orchestration streamlines approvals without extra cost or third-party tools.

• Best practices for transaction handling and approval management.

Navigating the Transaction Line Editor

Why the Transaction Line Editor Matters

The Transaction Line Editor (TLE) is RCA’s answer to the limitations of traditional quote and order interfaces. It provides:

• Excel-like familiarity: Users can quickly enter, update, and adjust line items.

• Real-time calculations: Discounts, derived pricing, and taxes are instantly reflected.

• Bulk editing: Update multiple line items simultaneously without repetitive clicks.

• Customization: Tailor columns, fields, and layout for your business needs.

Key Features

• Drag-and-drop line reordering: Easily adjust product order for clarity or presentation.

• Inline editing: Update quantities, pricing, and attributes directly in the table.

• Automatic validations: Ensure quotes are accurate before submission.

• Filters and views: Save custom views for frequent quote types or customer segments.

Best Practices

• Train sales reps on bulk editing and inline calculations to reduce errors.

• Use saved views for commonly used templates or bundles.

• Enable column customization for roles to simplify the interface.

• Regularly audit validation rules to ensure accurate data entry.

Built-In Advanced Approvals with Flow Orchestration

Why Approvals Are Critical

Approval workflows are often a bottleneck in complex deals. Delays can lead to lost opportunities, revenue misalignment, or compliance issues. RCA’s advanced approvals are built natively using flow orchestration, providing:

• No extra-cost automation: No need for third-party approval tools.

• Complex multi-step approvals: Support conditional, sequential, or parallel approvals.

• Dynamic routing: Approvals can route based on amount, product type, geography, or customer segment.

• Integration with CPQ and CLM: Approval status can trigger contract generation, pricing changes, or billing adjustments.

Key Features

• Automated reminders: Notify approvers of pending actions.

• Delegation: Allow approvers to assign tasks if unavailable.

• Audit trails: Maintain visibility for compliance and reporting.

• Adaptive flows: Adjust routing based on deal context without manual reconfiguration.

Best Practices

• Define clear approval thresholds for deal size, discount, or product complexity.

• Use conditional flows to prevent unnecessary approvals for low-risk transactions.

• Leverage audit logs to monitor and optimize approval bottlenecks.

• Regularly update flows to align with organizational policy changes.

How Transaction Handling & Approvals Work Together

When TLE and flow-based approvals are implemented effectively:

• Quotes are generated faster and more accurately.

• Errors are reduced before submission to finance or fulfillment.

• Approvals happen seamlessly in context, without manual intervention.

• Sales, operations, and finance teams remain aligned throughout the revenue cycle.

Real-World Use Cases

• SaaS Company: Uses TLE for rapid subscription quote generation and flow-based approvals for discount tiers above 20%.

• Manufacturing Enterprise: Bulk edits multiple product lines and automatically routes approvals to regional managers for complex bundles.

• Telecom Provider: Implements multi-step approvals for special promotions and contract amendments using built-in orchestration.

Conclusion

Transaction handling and approvals are core components of Revenue Cloud Advanced. By leveraging the Transaction Line Editor and built-in flow orchestration, organizations can:

• Accelerate quote-to-cash cycles.

• Reduce errors and rework in order processing.

• Ensure compliance and visibility for approvals.

• Align sales, finance, and operations efficiently.