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            Configure Salesforce Pricing Objects

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            Configure Salesforce Pricing Objects

            To optimize Salesforce Pricing, configure the page layouts for Product, Price Book Entry, and Price Adjustment Schedule objects to ensure the proper display and functionality of pricing-related fields and related lists, thereby guaranteeing accurate product and service pricing and streamlining sales processes.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled
            User Permissions Needed
            To update object layouts:

            Salesforce Pricing Design Time
            To customize an Experience Cloud site:

            Be a member of the site AND Create and Set Up Experiences

            OR

            Be a member of the site AND an experience admin, publisher, or builder in that site
            Note
            Note The standard product lookup function (used on objects such as Opportunities and Work Orders) relies heavily on the record's context to find linked price book entries. If you customize these standard page layouts or use URL-based custom buttons, the product lookup can fail because it can't retrieve the necessary object or correlation IDs. If you build a custom page layout, include the parent object (such as the Opportunity or Work Order) as a field on the layout. Additionally, use custom actions rather than URL-based buttons so that the pricing engine successfully passes the required context IDs to the product lookup plug-in.

            Update the Product Page Layout

            1. From Object manager, search for and select the Product object.
            2. Select Page Layouts, and then click Product Layout.
            3. In the palette, click Related Lists.
            4. Drag and drop these related lists to the Product’s page layout:
              • Price Adjustment Tier
              • Attribute Based Adjustment
              • Bundle Based Adjustment
              • Parent Products
              • Derived Products
              • Source Products
            5. Save your changes.

            Configure Price Book Entry

            1. From Object manager, search for and select the Price Book Entry object.
            2. Select Page Layouts, and then click Price Book Entry Layout.
            3. In the palette, click Fields.
            4. Drag and drop Product Selling Model field to the Price Book Entry’s page layout.
            5. Save your changes.

            Configure Price Adjustment Schedule

            1. From Object manager, search for and select the Price Adjustment Schedule object.
            2. Select Page Layouts, and then click Price Adjustment Schedule Layout.
            3. In the palette, click Related Lists.
            4. Drag and drop the Attribute Based Adjustment related list to the Price Adjustment Schedule’s page layout
            5. Save your changes.
             
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