Update pricing recipes and associate data from selected Digital Lending objects with
lookup tables. Salesforce Pricing gives users a predefined pricing recipe along with standard
lookup tables used to create pricing procedures. Add the ProductListRateDT,
CreditScoreBasedAdjustmentDT, and TermBasedAdjustmentDT lookup tables to the NGPDefaultRecipe
pricing recipe.
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
In Setup, look for and select select Pricing Recipes.
Click NGPDefaultRecipe.
Click Price Adjustment Matrix.
Click Modify.
Update the Price Adjustment Matrix for CreditScoreBasedAdjustmentDT and
TermBasedAdjustmentDT based on these details.
Select
Lookup Table Name
Type
Pricing Component Type
AdjustmentValue
AdjustmentType
Click plus icon
CreditScoreBasedAdjustmentDT
Decision Table
Custom Discount
Tier Value
Tier Type
Click plus icon
TermBasedAdjustmentDT
Decision Table
Custom Discount
Tier Value
Tier Type
Update the Price Adjustment Matrix for ProductListRateDT based on these details.
Select
Lookup Table Name
Type
Pricing Component Type
Unitprice
Click plus icon
ProductListRateDT
Decision Table
List Price
ListRate
Save your changes.
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