For field reps to see the price waterfall for a quote, the quote must match the
configured statuses. Configure the quote statuses in the Admin Console, and control which
quotes are retained in waterfall data on a field rep's mobile device and for how
long.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions
Needed
To configure Price Waterfall settings:
Life Sciences Commercial Admin
From the App Launcher, select Admin Console.
Select Orders Management.
Select Orders and Pricing Settings.
Configure the following settings under the Price Waterfall section.
Waterfall Open Quote Statuses: Select the quote status that represents
an open (in-progress) quote. Waterfall data is retained on the rep's
iPad for quotes in this status. The field uses a multipicklist but only
one selection is valid.
Waterfall Closed Quote Statuses: Select the quote status that represents
a closed (submitted or fulfilled) quote. Waterfall data is also retained
for quotes in this status.
Waterfall Open Quotes Retention Days: Enter the number of days for
keeping the offline-generated price waterfall data on a rep's iPad
before it's purged. You can enter a value between 1–15, and the default
is 7.
Save your changes.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.