Configra — deal-specific configuration for Revenue Cloud
A Salesforce RLM managed package that lets reps build deal-specific product configurations directly on a quote — without polluting the catalog. Don't lose the deal because the catalog is missing one SKU.
- Year
- 2026
- Role
- Salesforce ISV Partner — Founder & Developer
- Tech stack
- Revenue Lifecycle ManagementApexLightning Web ComponentsManaged 2GP PackageAppExchangeEphemeral Custom ObjectsFLS/CRUD enforcedPMD-clean
Highlights
- Salesforce ISV Partner — Managed 2GP package on AppExchange (in Security Review)
- Quote-native configuration: deal-specific products without polluting the catalog
- Multi-line configurations with real-time net pricing and a per-line pricing widget
- Reusable template library (private or shared) + catalog gap detection
- Convert-to-RLM-product for proven write-in patterns
- Seven UI languages: EN, DE, ES, FR, IT, PT, JA
- Security Review-ready: PMD-clean, FLS/CRUD enforced
The problem
When a customer asks for a product or bundle that isn't in the catalog, reps are stuck with bad options: bloat the catalog with one-off SKUs, wait on an IT ticket, skip the formal quote, or fall back to untraceable spreadsheets. Each choice either pollutes Revenue Cloud's catalog — the governed source of truth — or kills the momentum of the deal.
The approach
Configra models in-progress configuration in ephemeral, session-scoped custom objects designed to be thrown away, so the durable RLM catalog never takes part in the scratch work. Reps configure multi-line products on the quote with real-time net pricing and a per-line pricing widget, save proven patterns to a reusable template library, and — when a write-in keeps recurring — promote it to a real RLM product. Catalog gap detection surfaces what's worth productizing. The package is built clean: PMD-clean, with FLS/CRUD enforced and ready for AppExchange Security Review.
The outcome
A Salesforce ISV Partner solution, distributed as a Managed 2GP package on AppExchange and currently going through Security Review. Reps close deals faster without write-in friction, while the Revenue Cloud catalog stays clean and governable. The UI ships in seven languages (EN, DE, ES, FR, IT, PT, JA).