Create a Rating Procedure by Cloning the Expression Set Template

Clone a predefined rating procedure template, such as the Default Rating Procedure and the Negotiable Rating Procedure, available with Rate Management. You can also build a custom rating procedure to meet your business’s unique needs.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license

User Permissions Needed
To create, update, delete, and clone rating procedures:	Rate Management Design Time User

Important Turn on Transaction Management to view and invoke asset-based lookup tables involved in the negotiable rating procedure. Alternatively, create your own custom lookup tables.

1. From the App Launcher, find and select Expression Set Templates.
2. Select an expression set template, for example, Default Rating Procedure or the Negotiable Rating Procedure.
3. On the Details tab, in the Rating Procedure Versions section, click the rating procedure version that you want to work on.
   Salesforce opens the Rating Procedure builder in a new tab.
4. Click Save As | New Rating Procedure.
5. Enter a name and description for the rating procedure.
6. Save your changes.

See Also

• Enabling Revenue Settings