Create Pricing Procedure for Salesforce Pricing for Digital Lending
Pricing procedures are customizable, ordered stacks of pricing elements that are used to
calculate the final net price of a product using the Pricing Procedure Builder. Create a pricing
procedure and add elements.
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 the Business Rules Engine:
Rule Engine User
Calculate the list rate of a lending product based on the elements and data that are set up in
decision tables.
Pricing Setting element: This element maps commonly used variables in a pricing procedure to
context tags.
List Price element: This element is used to read the relevant record of the product that’s
priced. The filter is the ProductId and the List Rate is the output.
Price Adjustment Matrix: This element adjusts the list rate based on the adjustment record.
This element is used one time per adjustment type.
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