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Set Up and Maintain Retail Execution
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            Create a Custom Key Attribute

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            Create a Custom Key Attribute

            Salesforce provides a few standard out-of-the-box key attributes such as customer, product, order, or customer sets. You can define key attributes that aren’t a part of the standard set of attributes by using custom key attributes. With custom key attributes, you can define a special or specific search key.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
            User Permissions Needed
            To create a custom key attribute:

            (CGCloud Business Admin

            OR

            CGCloud Retail Business Admin)

            AND

             Penny Perfect Pricing

            These steps apply only to the Consumer Goods Cloud desktop app. If a key attribute is present in the Salesforce org, you can directly add the key attribute without creating a pricing context definition. For more information on standard key attributes, see Create a Key Attribute.

            1. From the App Launcher, find and select Pricing Context Definition.
            2. Click New.
            3. Provide the API name and alias name for the reference field name and field alias.
            4. Provide the required fields and save your changes.
            5. From the App Launcher, find and select Key Attribute.
            6. Click New.
            7. Provide the key attribute name, description, sales org, source object, and field alias.
            8. Save your changes.
            Example
            Example Condition Search with an additional customer attribute (email).

            The image shows the UI to create a pricing content definition for the custom attribute.

            A pricing context definition creation for a custom attribute

            The image shows the UI to create the custom key attribute.

            Custom key attribute creation

            The Mobility Attribute field must match the field alias given in the Pricing Context Definition.

            Create a key type and select the custom key attribute in the key definition section. For more information on penny perfect pricing configuration, see Setup for Penny Perfect Pricing.

            Adjust the query CndCpReadCustomerAttributes (can be a Product, or Order, or Order Item attribute) in the data source DsComplex_Pricing_sf on the modeler and add the custom attribute with the same name as created.

            See Also

             
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