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Catalog & Pricing in Public Sector
Use Catalog &Pricing to define and organize agency services, maintain standard and negotiated rates, and associate services with benefits and providers.
Required Editions
| View supported product editions. |
Public sector agencies maintain catalogs of the services that they authorize and fund. They also maintain standard rates and rates negotiated through provider contracts. Catalog & Pricing brings this information into Salesforce so that agency employees can use consistent service and pricing data when they administer benefits, validate invoices, adjudicate claims, and authorize payments.
Catalog & Pricing uses Product Catalog Management to represent services, organize them into catalogs, describe their attributes, and assign rates. Public Sector records associate those services with benefits and service providers.
How Catalog & Pricing Works
A service is stored as a product. A product catalog groups related services, and product categories organize services within the catalog. You can attribute definitions and classifications to provide reusable descriptions of service characteristics. Price books represent fee schedules, and price book entries associate services with their rates.
Provider Product and Benefit Product records connect catalog information to providers and benefits. Together, these records provide structured data for service delivery, claims, invoices, and payments.
For example, a healthcare agency can define:
- Define a service: Create a counseling service, assign attributes that describe it, place it in a behavioral health category, and establish a standard rate.
- Configure delivery and payment: Maintain a different contracted rate in a separate fee schedule, then associate the service with an eligible benefit and the provider that delivers it.
Catalog & Pricing Capabilities
Salesforce admins can:
- Define services and reusable service attributes.
- Organize services into catalogs, categories, and subcategories.
- Maintain standard and provider-negotiated fee schedules.
- Associate services with the benefits that cover them.
- Associate services with the providers that deliver them.
- Import supported catalog and pricing records from CSV files.
- Catalog & Pricing Setup Prerequisites
Enable settings, turn on related features, and assign permissions before you configure claim submissions in Catalog & Pricing in Public Sector. Decide how your agency identifies services, structures categories, models attributes, and separates standard and negotiated fee schedules. Gather service codes and source data before using an import template. - Public Sector Service Catalog Data Model
Learn how Salesforce records represent agency services, catalogs, rates, providers, and benefits. - Standard and Negotiated Fee Schedules
Use separate price books to maintain standard agency rates and rates negotiated through provider contracts or other agreements. - Plan Your Service Catalog Implementation
Plan how your agency identifies, organizes, describes, and prices services before creating or importing catalog records. - Import Service Catalog Data
Use Catalog & Pricing templates to import your service catalog data. Import records in dependency order so that referenced records exist before records that depend on them.
