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Price Waterfall Considerations
Review these considerations before you configure Price Waterfall and Price Waterfall Persistence.
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. |
- Configure Open and Closed Quote Statuses first.
- If both the Open Quote Statuses and Closed Quote Statuses fields are empty, no waterfall data syncs to an iPad, even with Price Waterfall turned on. Include every active quote status that your org uses—including custom statuses—in either list. Enter status values that exactly match the picklist values on your Quote object, including capitalization. If the popover opens but appears empty, see Order Management Troubleshooting.
- Balance retention against storage.
- Caching waterfall data consumes on-device storage. Select longer retention so field reps can review historical quotes offline, at the cost of more storage. Select shorter retention to conserve storage, knowing reps lose access to older data offline sooner.
- Understand what gets cleaned up automatically.
- On each sync, the iPad removes waterfall data older than the configured retention period, data for quotes that aren't in a configured open or closed status, and draft waterfall data beyond the single most-recent entry per quote line item.
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