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Set Up the Vlocity Pricing Designer
Perform the following steps to ensure the Pricing Designer displays the correct page layouts and compact layouts.
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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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Click Setup.
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In the Quick Find box, type Rename Tabs and Labels.
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Click Rename Tabs and Labels.
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In the Custom Tabs section, beside Promotions, click Edit.
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Change the value of Plural to Promotions/Discounts.
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Click Save.
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