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Define the Pricing Procedure

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Define the Pricing Procedure

Pricing procedures use preconfigured pricing policies to calculate discounts and the final net price for your products. To perform pricing calculations, you must add pricing elements and call the appropriate lookup tables.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled
User Permissions Needed
To create, update, and delete pricing procedures: Salesforce Pricing Design Time User
To use pricing procedures: Salesforce Pricing Run Time User
  • Assign a Pricing Procedure to a Quote
    To provide a default pricing procedure at the quote level, or to create discounts or policies that apply across products, assign a pricing procedure to a quote.
  • Assign a Pricing Procedure to a Product
    To provide your customers with the most precise pricing experience, specify the pricing procedure that you want to use at the product level.
  • Copy Data Between Context Nodes in a Pricing Procedure
    In a pricing procedure, add the Inter Node Data Copy element to copy numeric or text data from one context node to another. Copy data up and down the hierarchy, and use the copied data in formulas or to look up information from Decision Tables to streamline complex pricing calculations.

See Also

 
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