Loading
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Simple Pricing Procedure Example

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Revenue Management

            Simple Pricing Procedure Example

            Let’s configure and simulate a simple pricing procedure using some common pricing elements to calculate discounts for a laptop.

            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

            To follow this example, make sure your organization is set up with the following.

            • Decision tables
            • Context Service enabled, with a defined context definition. You can also use one from Agentforce Revenue Management.
            • Two simple products called Laptop and Printer configured with necessary attributes and classifications. To learn how to create a simple product see, Create Simple Products.
            • Added the products as a price book entries to a price book. To learn more about price books and price book entries, see Cost Books and Price Books.
            • The required price adjustment schedule record created. To create a price adjustment schedule record, see Create Price Adjustment Schedules.
            • A constant resource created. To learn how to create constant resources, see Create Constant Resources.
            1. Create a pricing procedure and associate it with a context definition. Ensure that the usage type is set to Pricing and save your procedure. Provide these details:
              • Name: Laptop Sales
              • Usage Type: Pricing
              • Context Definition: SalesTransactionContext
            2. Open your pricing procedure and 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. Let’s start by fetching the base price of the laptop using the List Price element. Under Lookup Table Details, select the Price Book Entries decision table and map these variables.
              • Input Rule Variables
                • Product:Product
                • Price Book: PriceBooks
                • Product Selling Model: ProductSellingModel
              • Input Variables
                • Quantity: LineItemQuantity
              • Output Variables
                • List Price: ListPrice
                • Subtotal: ItemNetTotalPrice. You can also leave this variable blank because you've already mapped the Subtotal variable in step 2.
            4. To provide discounts on laptops when they’re purchased in bulk, add the Volume Discount element.
            5. To the Volume Discount element, search for and add the Volume Discount Entries decision table and map these variables.
              • Input Rule Variables
                • Price Adjustment Schedule: VolumePriceAdjustmentScheduleId
                • Lower Bound: LineItemQuantity
                • Upper Bound: LineItemQuantity
                • Product: Product
                • Product Selling Model: ProductSellingModel
                • Effective From: EffectiveFrom
                • Effective To: EffectiveFrom
              • Input Variables
                • Quantity: LineItemQuantity
                • Input Unit Price: ListPrice
            6. To empower sales reps to apply discretionary discounts and encourage sales of laptops to longtime customers, use the Manual Discount element. This discount type can be applied as a percentage or an amount. Map these input variables.
              • Adjustment Type: AdjustmentType
              • Adjustment Value: AdjustmentValue
              • Quantity: LineItemQuantity
              • Input Unit Price: NetUnitPrice
            7. To calculate the aggregate price of a group of products, define the Aggregate Price element. In our example, let’s calculate the aggregate price of a laptop and printer at the line item level.
              1. In the Group By field, search for and select ProductSellingModel to group both the laptops and printers.
              2. Set a condition to decide the product quantities. Here, set:
                • Where: LineItemQuantity
                • Operator: Greater Than
                • Output Value: 2
              3. Enter the aggregation formula as:
                • Formula: SUM(ItemNetTotalPrice)
                • Output Variable: NetUnitPrice
            8. Click Element Details icon and select Include in Output.
            9. Finally, set your preferences to view pricing information, profile access, and rank information.
            10. Save your procedure.
            11. Click Simulate to test your procedure. Enter the input values for your laptop product and click Simulate again.
              The price waterfall shows the volume and manual discounts used to calculate the final price of the laptop and printer, confirming that your procedure is working as expected. Simple Pricing Procedure Waterfall
              Important
              Important If your simulation fails or you can't see the waterfall view, we recommend refreshing your decision tables and verifying if the input values entered are accurate.

            Looking for a hands-on way to practice with Pricing Procedures? We've got just the thing! We recommend checking out this Trailhead resource: Price Management with Agentforce Revenue Management.

             
            Loading
            Salesforce Help | Article