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            Prerequisites to Build Discovery and Derived Price Pricing Procedures

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            Prerequisites to Build Discovery and Derived Price Pricing Procedures

            Before you begin creating discovery procedures to locate pricing data for your products and assets, or to calculate a product’s derived price, ensure you have completed the following prerequisites. A fundamental understanding of these concepts is crucial for the successful implementation and operation of your pricing strategies.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled
            • Since you're gathering data from pricing sources (products, assets, quotes), it's necessary to designate your products as both source products and derived products.
              • A source product is the product from which the price is derived. This product must be added as a price book entry with a list price to a price book.
              • A derived product is the product for which the price is being calculated. This product must also be added as a price book entry, but its list price must be set to 0. The Derived Price feature will then determine its actual price.
              Derived Product Price Book Entry
            • You must create a derived price record where you set up the rules and formulas for calculating a product's price. Think of it as the master plan for figuring out a derived price.
            • When creating a discovery procedure, the Usage Type must be set to Pricing Discovery. Pricing Discovery identifies and writes pricing data into a context definition using context nodes populated by the pricing discovery function.
            • Ensure that the same context definition is used in both your discovery procedure and the pricing procedure to calculate a product’s derived price.
            • If you're locating products in a discovery procedure, use the Derived Price Entries decision table within the Fetch Pricing Rules element in the discovery procedure.
            • If you’re locating assets, use the Asset Action Source Entries V2 decision table within the Asset Discovery element in the discovery procedure.

              When you clone or modify the Default Discovery Procedure for use, you’ll need to ensure that you change the decision table to Asset Action Source Entries V2 and map the new variables.

              You can also clone a pricing discovery procedure from the Salesforce Pricing Discovery Procedure expression set template.

            • When you use the List Price element in a pricing procedure to fetch your products, you must use the Price Book Entries V2 decision table or your custom decision table. This decision table was built primarily for derived pricing scenarios.
            • When you use both discovery procedures and a pricing procedure to calculate the derived price of a product, you must add the Assetize Order permission set to refresh all the decision tables used.
            • The Derived Price element can't be used in a pricing procedure that includes the Promotion Execution, Price Propagation, or the Discount Distribution Service elements.
             
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