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            Considerations for Importing and Exporting Pricing Data

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            Considerations for Importing and Exporting Pricing Data

            Use a packaged file to import and export pricing metadata from one org to another, including pricing recipes, decision tables, context definitions, and pricing procedures. These metadata components are crucial for ‌pricing processes, where pricing procedures use recipes for accurate calculations.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Salesforce Pricing is enabled

            Pricing recipes are associated with decision tables, other individual decision tables, and context definitions. A pricing procedure then calls these definitions to perform pricing calculations. When you export or import this data, you must follow certain guidelines to ensure the data is transferred successfully.

            Key considerations when you export pricing data to a package file

            • Before you do anything else, export your context definitions and decision tables.
            • When you export a pricing recipe, all the decision tables and discovery procedures mapped to it are packaged together.
            • The default pricing recipe selected from the Setup page is packaged with the default pricing procedure.
            • The decision tables associated with a procedure, including the org’s default pricing procedure, are packaged with the procedure.

            Key considerations when you import pricing data from a package file

            • Import your context definitions and decision tables before anything else.
            • Before you import the pricing procedures, make sure you import all pricing recipes and the decision tables associated with the procedure.
            Note
            Note Before importing data, check your org's current decision tables to ensure you're within the limits. Importing decision tables without verifying available space may cause the data import to fail.

            Export and Import Your Pricing Data

            To create a new package with your pricing data to reuse them in another Salesforce org, create a new package and deploy it on another Salesforce org.

            Required Editions

            User Permissions Needed
            To deploy and use a package: Salesforce Pricing Design Time
            Important
            Important Before importing data, check your org's current decision tables to ensure you're within the limits. Importing decision tables without verifying available space may cause the data import to fail.
            1. Log in to your Salesforce org that you want to export pricing data.
            2. From Setup, in the Quick Find box, find and select Package Manager.
            3. Click New.
            4. In the Create a Package window, give your package a name and, choose to add details in the optional Description field.
            5. Save your changes.
            6. In the Package Detail window, select the Components tab and click Add.
            7. Select a Component Type. You can select one or more component names from the displayed list.
            8. Click Add to Package.
            9. On the Package Detail page, click Upload.
            10. Enter a Version Name. Edit the Version Number or use the auto-populated value. If needed, enter a description and set a password to protect the package.
            11. Click Upload, again.
              After you upload the package, the installation URL is available in the Version Detail.
            12. Click the installation URL on the Version Detail window or copy and paste the URL on a browser window.
              The installation URL prompts the user to log in to the subscriber org and then enables them to install the package in any org and enable it when ready.
            13. Enter the username and password of the org where you want to install your package.
            14. Select one of these options.
              • Install for admins only
              • Install for all users
              • Install for specific profiles
            15. Click Install.
              Your pricing metadata is now available on your new org.

            See Also

             
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