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            Get Insights into Deal Pricing with the Pricing Analytics App

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            Get Insights into Deal Pricing with the Pricing Analytics App

            Create an app to get instant insights into how your organization prices deals. Connect with Einstein Discovery to get discount recommendations for every quote. The Pricing Analytics template guides you through creating the app.

            Required Editions

            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics and Salesforce CPQ license. To create the app, you also need the Einstein Discovery license.
            User Permissions Needed
            To create and manage the Pricing Analytics app: Manage CRM Analytics Templated Apps AND Manage Einstein Discovery
            To use the Pricing Analytics app: Use CRM Analytics Templated Apps

            Before you create the app, make sure that:

            • Your org has at least one Salesforce CPQ Quote Line record.
            • The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
            1. In Object Manager, add a custom number field for recommended discounts on the Salesforce CPQ Quote Line object (API name SBQQ__QuoteLine__c).
            2. From the Analytics tab or Analytics Studio, click Create and then select App.
            3. Select the Pricing Analytics template to open the guided flow.
              The guided flow checks that your org meets the minimum requirements.
            4. If your org meets the minimum requirements, click Looks good, next.
              If the requirements aren’t met, check the feedback.
            5. For tracking the recommended discounts for deals, enter your recommended discounts field.
            6. (Optional) If you want to track competitors for opportunities, enter the field that you use. If you don’t track competitors, leave this field blank.
            7. Click Looks good, next.
            8. Name and save your app.
            9. Select Browse, and then select Apps and open the app.
            10. On the app’s overview page, in the Stories section, confirm that the Einstein Discovery story is complete by clicking Pricing.
              If the message is “Einstein is in the lab crunching numbers,” the story isn’t done running. If you see a chart with What Happened and Why It Happened, the story is complete.
            11. Deploy the Einstein Discovery model. See Deploy Models.
            12. Use bulk scoring to write back recommended discounts to the Salesforce Quote Line object. See Get Predictions With Bulk Scoring.
            13. Run the dataflow.
              1. In Data Manager, select Manage Dataflows.
              2. Locate the dataflow with the same name as your app.
              3. From the dataflow's action menu, select Run Now.

            See Also

             
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