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Configure Vlocity Pricing Designer (Upgrade)
To use the Vlocity Pricing Designer, assign a page layout, rename the Promotion tab, and verify the pricing tabs are visible. The Vlocity Pricing Designer 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.
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Assign a Page Layout to the profile and record type
The following steps aren’t automated and must be performed manually if necessary.
- Set Up the Vlocity Pricing Designer (Upgrade)
Perform the following steps to ensure the Pricing Designer displays the correct page layouts and compact layouts. - Display Tabs in Pricing Designer (Upgrade)
Ensure the following tabs appear in the Pricing Designer:
