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            Create Pricing Procedure for Product Configurator for Digital Lending

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            Create Pricing Procedure for Product Configurator for Digital Lending

            Pricing procedures are customizable stacks of pricing elements that are arranged in specific sequence and are used to calculate the final net price of a product. With 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 configure Product Configurator for Digital Lending:

            Omnistudio Admin

            AND

            Product Catalog Management Designer

            AND

            Rule Engine Designer permission set

            AND

            Salesforce Pricing Design Time
            To use Product Configurator for Digital Lending:

            Omnistudio User

            AND

            Product Catalog Management Viewer

            AND

            Rule Engine Runtime

            AND

            Salesforce Pricing Run Time

            Calculate the list rate of a lending product based on the elements and data that are set up in decision tables.

            • Attribute-Based Price element: This element calculates the price of a product based on the discounts configured for selected price impacting attributes.
            • Formula-Based Pricing element: This element performs functions and mathematical calculations to generate the price of a product.
            • List Group and List Operation element: A list group element filters items in a list based on the filter conditions and then performs further operations on the filtered lists. A list operation is always the first step in the list group and defines how items in the list are filtered.
            • 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.
            • Pricing Setting element: This element maps commonly used variables in a pricing procedure to context tags.
            Complete the steps to Configure Your Pricing Procedure using the details.
            1. Enter the name as digital_lending_AppFormProductProposalConfigProc.
            2. Enter the API name as digital_lending_AppFormProductProposalConfigProc.
            3. Select Pricing Usage Type.
            4. Select LendingProductConfigContext Context Definition.
             
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