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          Set Up the Vlocity Pricing Designer (Upgrade)

          Set Up the Vlocity Pricing Designer (Upgrade)

          Perform the following steps to ensure the Pricing Designer displays the correct page layouts and compact layouts.

          1. If you're upgrading from Winter '21 or earlier releases, set up the Pricing Designer Lightning App:
            • From Setup, enter App Manager in the Quick Find box.

            • Click App Manager. The Lightning Experience App Manager page appears.

            • 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.

            • Click the arrow on the right, then click Edit. The App Details and Branding page appears.

            • If the name is Vlocity Pricing Console:

              • In the App Name field, update the Label to Vlocity Pricing Designer.

              • In the Description field, type Manage Pricing Configuration.

              • Click Save.

            • From the left panel, click User Profiles.

            • Ensure that your Administrator profile (e.g., System Administrator) is active under the Selected Profiles list.

              Admin Profile page
          2. Rename the Promotion tab:
            • Click Setup.

            • In the Quick Find box, type R

            • Click Rename Tabs and Labels.

            • In the Custom Tabs section, beside Promotions, click Edit.

            • Change the value of Plural to Promotions/Discounts.

            • Click Save.

           
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          Salesforce Help | Article