Serverless Functions in Revenue Hub Enterprise

Per the panel, serverless functions are now live in Revenue Hub Enterprise. They run custom backend logic with no servers to set up, and for quoting they can take what a buyer enters on a quote and write it back to the associated CRM record. Before this they were not available in Revenue Hub and needed another hub subscription. The audience is Revenue Hub Enterprise only. Casey read the Why on air, and Chris said he chose not to read the What's new text because it was largely unhelpful, so the Why is the part to go by.

I said on air that I am excited about it and still a little confused. I am used to writing serverless functions with the developer projects framework and UI extensions, and I could not tell from the update whether this is the same thing or something different. The panel does not say, so I am not going to claim either. Read the documentation before you plan around it.

Here is why I care. In the past I have built a custom quote that goes to a customer, and the customer interacts with it. What I want is for what they change on the quote to write back to the deal or the associated line items, so the quote and the deal are essentially the same thing. Right now a deal can carry an amount that differs from its line items, and several quotes at different stages can sit on one deal, each with different line items. I have always been fascinated by the idea that whatever they sign on the quote should actually update the deal. This looks like it gives us the ability to do that, but it needs to be intentionally designed.

Chris said it does look like it lines up with that, and pointed to the line at the end about serverless functions in Revenue Hub quotes with custom-coded modules. I told him I am going to play with it this week, because I think it is an incredible opportunity for anyone with Revenue Hub Enterprise who wants a better quoting experience for their customers. We are in the Unified Revenue View work, so I want to connect it to contracts. Chris is expecting a report from me on Thursday at the Unified Revenue View office hours, and I told him I guess we will have something to talk about.

What to do: if you are on Revenue Hub Enterprise and you build quotes, put one test quote in a sandbox or a low-stakes pipeline this week, and decide first which fields on the quote should be allowed to write back to the deal. If you are not on Revenue Hub Enterprise, skip it knowingly.