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Discover Pricing Factors
To accurately calculate a product's derived price, discovery procedures gather contributing factors and store them within a defined context definition, ensuring precise data access.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled |
Derived pricing often requires specific, disparate data from various sources like products, assets, or quotes. Discovery procedures are essential for finding, collecting, and organizing this vital information into a structured format, making it readily available for the pricing engine.
Understand Discovery Procedure Elements
Every discovery procedure comes with three default elements, each serving a distinct purpose in locating pricing data for products or assets. Configuring a discovery procedure is the crucial first step in calculating a product's derived price.
| discovery element | description |
|---|---|
| Fetch Pricing Rules | This element locates and retrieves the specific pricing rules that apply to your derived price element. It acts as a lookup to find the correct derived price records, providing the pricing engine with the framework for accurate price calculation. |
| Map Product | This element defines and retrieves products involved in derived pricing calculations. It configures rules to identify and map source products to their corresponding derived products. |
| Asset Discovery | This element retrieves relevant data from customer assets, such as price, quantity, or contract terms, for derived pricing calculations. It is crucial for businesses, especially those with subscription or renewal models, where existing customer products or services influence pricing. |
Beyond the default elements, you can use the Map Line Item element in your discovery procedure to map tags for individual line item details using parent tags. When doing so, ensure that the Discovery Settings element is placed first, immediately followed by the Map Line Item element. For more information, refer to the Map Line Item section in Map Context Tags in Pricing Procedures.
- Configure a Discovery Procedure
To calculate a product's derived price, configure a discovery procedure with the elements required to gather all contributing factors.
