Add Pricing Elements to the Pricing Procedure for Digital Lending
Pricing elements are the building blocks of a pricing procedure. Add an element to create a step in the pricing procedure. Use the Pricing Setting, List Price, and Price Adjustment Matrix elements to form logical steps in the pricing procedure for Digital Lending.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up Digital Lending: | Digital Lending permission set |
| To create, read, update, and delete all design time pricing objects: | Salesforce Pricing Design Time |
| To grant read access for all run-time pricing features: | Salesforce Pricing Run Time |
| To use Salesforce Pricing: | Salesforce Pricing preference |
| To use Business Rules Engine: | Rule Engine Designer |
| To run Business Rules Engine: | Rule Engine User |
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To map the variables in a pricing procedure to context tags, create a Pricing Setting element. Use the chart to create the
element.
Field Value Line Item UniqueId Net Unit Price Select a Value Subtotal InterestRate -
To calculate the base price of a product based on the price type, create a List Price element. Use the chart to create the element.
Field Value Lookup Table Details ProductListRateDT Product ProductId Quantity Select a Value List Price Field Constant_UnitPrice_ProductListRateDT_LP List Price InterestRate Subtotal InterestRate -
To calculate the price of a product based on the discounts, create a Price Adjustment Matrix element. Use the chart to create
the element.
Field Value Lookup Table Details CreditScoreBasedAdjustmentDT Product ProductId LowerBound CreditScore UpperBound CreditScore Adjustment Type Field Constant_AdjustmentType_CreditScoreBaseAdjustment_PAM Adjustment Value Field Constant_AdjustmentValue_CreditScoreBaseAdjustment_PAM Quantity Select a quantity Input Unit Price InterestRate Net Unit Price InterestRate Subtotal InterestRate -
To calculate the price of a product based on the discounts, create a second Price Adjustment Matrix element. Use the chart to create
the element.
Field Value Lookup Table Details CreditScoreBasedAdjustmentDT Term Term Product ProductId Adjustment Type Field Constant_AdjustmentType_TermBasedAdjustmentDT_PAM Adjustment Value Field Constant_AdjustmentValue_TermBasedAdjustmentDT_PAM Quantity Select a quantity Input Unit Price InterestRate Subtotal InterestRate - Save and activate the pricing procedure.
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