Deal Forge
Documentation

The Deal Forge App Suite

Two native Salesforce apps, one package: Deal Packages for building and applying pre-configured product packages, and PCM Hub for managing your entire product catalog from a single screen. 100% native - your data never leaves your org.

Deal Packages

Pre-built packages, applied in a couple of clicks

Deal Packages lets your team build reusable, pre-approved product packages once, each made up of one or more products (including bundle products) with pre-configured quantities, discounts, and dynamic attributes, then apply them straight to a Quote, fully priced and configured, instead of adding every product by hand.

  • Build once, apply everywhere - consistent, pre-configured pricing and discounts every time
  • Bundle products handle their own child components automatically, straight from your catalog
  • Price-book aware - pricing, discounts, and package eligibility follow the Quote's own price book
  • Saved, searchable list views, with admin-controlled Public sharing
  • Reps choose exactly what loads - exclude individual products from a Public package before applying it
Install Guide Deal Packages Guide →
Deal Packages app: left panel with a package selected, Overview tab showing its three tiles.
Screenshot - Deal Packages
Deal Packages app: left panel with a package selected, Overview tab showing its three tiles.
1600 × 1000px (16:10)
Click to enlarge
PCM Hub

Your whole catalog, one screen

PCM Hub is a single-page workspace for Product Catalog Management - Products, Attributes, Catalogs, Categories, Classifications, Selling Models, and more - so you're never bouncing between separate object tabs and record pages to get one job done.

  • One consistent screen for creation, setup, configuration, and management across the whole catalog
  • Always respects your real Salesforce permissions and field-level security - nothing is ever possible here that isn't already possible for you elsewhere
  • Automatically adapts to what you're viewing - a Bundle product surfaces its own component tabs; a simple product doesn't
  • Quick View popovers surface related records - price book entries, attributes, bundle components - without leaving the record
  • Fast search, sort, filter, and saved list views on every object
Install Guide PCM Hub Guide →
PCM Hub app: object selector open in the left nav, a Bundle product's Overview tab on the right.
Screenshot - PCM Hub
PCM Hub app: object selector open in the left nav, a Bundle product's Overview tab on the right.
1600 × 1000px (16:10)
Click to enlarge
Documentation

Where to start

Setup

Install Guide

Covers the whole app suite - installing the package, permission sets, and license setup for both apps.
Usage

Deal Packages Guide

Building, administering, and applying Deal Packages to a Quote.
Usage

PCM Hub Guide

Navigating and managing your product catalog in PCM Hub.