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            Map Context Tag Data Using Assignment Element

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            Map Context Tag Data Using Assignment Element

            Dynamically set or change the values of pricing variables by mapping data between context tags or from a variable directly into a context tag.

            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

            The Assignment element supports a wide variety of data types, including currency, numbers, date and time, and dates. You'll find this element especially useful for defining pricing procedures and managing data flows within your pricing process. It's powerful because it operates by using outputs from preceding pricing elements, all without touching the Salesforce database.

            Let’s look at a scenario where if a product's Effective To date is null, you can use the Assignment element to automatically populate it with the Effective To date from the quote. Since this element relies on the output of previous pricing elements, you'll need to set a condition for the data values using the List Group element. Then, add the List Price element to fetch the product's base price using the quote's date.

            1. Configure a pricing procedure.
            2. Click Add Element iconto add the Pricing Setting element and map these variables.
              • Input Variables
                • Line Item: LineItem
              • Output Variables
                • Price Waterfall: price_water_fall
                • Net Unit Price: NetUnitPrice.
                • Subtotal: ItemNetTotalPrice
            3. Add the List Group element to the pricing procedure and set the following condition.
              1. Filter Condition Requirements: All Conditions are Met (AND)
              2. Resource: EffectiveTo
              3. Operator: Is Null
            4. Within the List Container, add the Assignment element.
            5. Modify the tag values of the input and output variables based on how you want the variable values to be consumed.
              1. Input Variable: EffectiveDate
              2. Output Variable: EffectiveTo
            6. Add the List Price element to fetch the base price of the product based on the modified date variable.
              Under Lookup Table Details, select the Price Book Entries decision table and map these variables.
              • Input Variables
                • Product: Product
                • Price Book: PriceBooks
                • Product Selling Model: ProductSellingModel
              • Input Variables
                • Quantity: LineItemQuantity
              • Output Variables
                • List Price: ListPrice
            7. Simulate and activate your pricing procedure.
              The JSON output shows how the variables were modified to fetch the list price for your product based on the quote’s date.
              Assignment Element JSON

            The price waterfall shows the list price generated for the quote’s EffectiveTo date even though the line product’s EffectiveTo date was null.

            Assignment Element waterfall
             
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