Apply Policy-Driven Price Revisions

Apply policy-driven price changes to respond to market conditions, contract terms, or inflationary trends. Pricing designers can define revision policies, track Consumer Price Index (CPI) data, and enable uplifts at set intervals, optimize revenue, and maintain business performance.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled

Important The Price Revision feature isn’t supported for Partner Community and Customer Community users.

• Understand Price Revisions
  Price revisions are adjustments to the price of goods or services. For a sales rep, understanding these changes is crucial, as they provide a clear and logical justification for a new price during a renewal. These changes, whether increases (uplifts) or decreases, help companies respond to market shifts, control costs, and maximize revenue. Revisions aren't random; they're typically triggered by pre-planned schedules, shifts in economic indicators, or contractual terms, which allow a sales rep to frame a price adjustment as a pre-agreed condition rather than a surprise demand.
• Use the Price Revision Element in a Pricing Procedure
  To maintain profitability on renewals, use the Price Revision element to automatically adjust for inflation and rising operational costs on quotes.
• Use Consumer Price Index for Automated Renewal Price Uplifts
  Automate the calculation of renewal price increases by using the consumer price index (CPI) and additional negotiated price uplift. With this feature, your pricing keeps pace with market conditions and maximizes your high-margin annual contract value (ACV).