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Pricing Using PricingRulesImplementation
Salesforce Industries Communications, Media, and Energy supports multiple pricing paradigms. Salesforce recommends using the current paradigm, which assigns prices using price lists. But you can also assign prices using price books and the PricingRulesImplementation. This is the original pricing paradigm supported by Salesforce Industries Communications, Media, and Energy releases 15 and earlier, supported for backward compatibility.
In this paradigm, pricing steps are driven by a flow. Each step in the flow follows a natural language layout. You can set filters and actions to apply a flow to orders.
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The flow drives the rule execution: Which rules do I execute for pricing?
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Rules execute multiple filters: Which order lines should be adjusted?
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The filters trigger pricing actions: How should I change the pricing?
Pricing rules perform the following process:
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Get list prices.
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Apply existing customer prices.
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Apply discounts.
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Apply taxes.
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Save the pricing to the order.
A pricing specification in the definition of the product or service. Offers and product specifications have charges. Charges can be a cost or a price, one-time, recurring, or usage-based. You can use simple pricing or a pricing matrix. Discounts are alterations to prices. You can discount by a specific amount or by a percentage. Alterations can apply to simple or matrix prices.
Pricing overrides can be incremental or absolute. Incremental overrides start with a base price and then take an amount off of that price. Absolute overrides entirely override the base price. Overrides apply in the context of an offer, an account, or a contract.
A contract can drive pricing. The contract contains customer-specific discounts for products. When that customer orders those products, they see the prices that the frame contract specifies. Frame contracts enable customer-specific pricing. A frame contract stores individual product and discount configurations.
Pricing actions include:
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Calculation procedures
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Offering procedures
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Product relationships
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Entity filters
You need not use the Salesforce pricing engine. You can use the pricing interface to call a third-party pricing implementation. You need not use pricing rules to implement pricing either.
- Setting Up Pricing Matrices Using the PricingRulesImplementation
This topic is for deployments using the PricingRulesImplementation and/or Salesforce Industries Communications, Media, and Energy Releases 15 and earlier. - Create a Pricing Matrix Omnistudio Data Mapper Extract (JSON)
To create a pricing matrix, first create a Data Mapper of type Extract (JSON). - Create a Pricing Matrix Omnistudio Data Mapper of Type Load (JSON)
The second step in creating a pricing matrix is creating a Data Mapper of type Load(JSON). The Data Mapper uses generated values from the calculation procedure and puts it into the order item or other object. The example in this topic uses the OneTimeTotal field with the nonrecurring charge value on the line item object. - Create a Calculation Matrix to Look Across Multiple Inputs
Use a calculation matrix to perform a lookup across multiple inputs and return the corresponding output. In calculation matrices, headers are inputs or outputs—at least one output must be defined. Input column data types must exactly match the incoming data types or the lookup won’t work. Input rows must be unique and resolve to a single output. - Create a Calculation Procedure for a Pricing Matrix
To create a pricing matrix, you must create a declarative calculation procedure. - Create an Entity Filter for a Pricing Matrix
When creating a pricing matrix, you must create a rule action entity filter that invokes the pricing flow under specific conditions. In this example, the rule action entity filter specifies that quantities correspond to pricing actions. - Create a Rule for a Pricing Matrix
When using a pricing matrix, you must create a rule that invokes the rule action entity filter. The rule connects the calculation procedure and entity filter. - Create a Pricing Rules Flow
To use a pricing matrix, you must create a pricing rules workflow, or flow.
