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Configure Pricing Designer (Upgrade)
This topic contains configuration steps for the Salesforce Industries Pricing Designer. Salesforce Industries Vlocity Pricing Designer is the next-generation pricing administration application. It provides a unified user experience with improved efficiency and agility to create and maintain product pricing, promotions, and associated rules, giving both business and IT users access to the pricing management capabilities they need.
For Spring '22 and later releases, the following configuration steps are automated:
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Set up the Lightning record pages for all related objects.
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Assign page layouts for all objects except for Pricing Plan Step, Pricing Variable, and Pricing Variable Binding.
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Set up the Compact Layout (Highlights Panel) for related objects.
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Remove actions from Page Layout.
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Assign the Default Price List field to Catalog Layout (Vlocity) page layout.
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Assign Implementation Name and Method Name columns to the Pricing Plan table.
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Assign New Promotion and New Discount buttons to the list view for the Promotion object.
Perform the following steps to ensure the Pricing Designer displays the correct page layouts and compact layouts.
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Set up the Pricing Designer Lightning App:
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From Setup, enter App Manager in the Quick Find box.
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Click App Manager. The Lightning Experience App Manager page appears.
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Scroll down and click Vlocity Pricing Designer. If you do not see Vlocity Pricing Designer, but instead see Vlocity Pricing Console, then continue with the following steps.
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Click the arrow on the right, then click Edit. The App Details and Branding page appears.
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If the name is Vlocity Pricing Console:
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In the App Name field, update the Label to Vlocity Pricing Designer.
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In the Description field, type Manage Pricing Configuration.
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Click Save.
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From the left panel, click User Profiles.
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Ensure that your Administrator profile (e.g., System Administrator) is active under the Selected Profiles list.
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Click Save.
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Assign a Page Layout to the profile and record type:
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Click Setup.
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Click Object Manager.
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In the Quick Find box, search for the Pricing Plan object.
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Click Page Layouts.
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Click the Page Layout Assignments button in the upper right corner.
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Click Edit Assignment.
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Select System Administrator.
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Go back to the top and set Page Layout To Use to Vlocity EPC Pricing Plan Layout.
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Click Save.
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Repeat the previous steps, but instead of using the Pricing Plan object, repeat the steps to assign Lightning Record pages for these remaining objects:
Label from Object Manager
Lightning Record Page Layout to select
Record Type
Pricing Plan Step
Vlocity EPC Pricing Plan Step Layout
Master
Pricing Variable
Vlocity EPC Pricing Variable Layout
Master
Pricing Variable Binding
Vlocity EPC Pricing Variable Binding Layout
Master
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- Rename the Promotion tab:
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Ensure the following tabs appear in the Pricing
Designer:
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Price Lists
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Pricing Plans
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Pricing Variables
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Promotions and Discounts
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Time Plans
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Time Policies
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Charge Measurements
If you do not see any of these tabs, then:
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Click Setup.
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In the Quick Find field, type User Management Settings.
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Click User Management Settings.
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Disable Enhanced Profile User Interface.
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In the Quick Find field, type Profiles.
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Click Profiles.
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Click System Administrator (which may be on the next page).
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Click the Edit button of the currently used User Profile.
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Under Custom Tab Settings, set Default On for the tab in question.
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Click Save.
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