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Automate Context Tag Mapping with Einstein Generative AI
Map context tags with ease and greater accuracy by embedding Einstein generative AI in your pricing elements.
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 enable Einstein generative AI: | Customize Application |
Optimizing the pricing application setup, especially configuring a pricing procedure, requires a deep understanding of context variables and their tag mapping. Incorrect tags in an element can lead to incorrect pricing calculations. If certain pricing calculations depend on the pricing output from the previous element, incorrect tag mapping can lead to flawed pricing calculations and disrupt business flows.
To help avoid these errors and speed up context tag mapping, Einstein Generate AI can suggest context tags along with confidence scores. You can review and approve the suggestions before they're deployed into your context definitions.
Set Up Einstein Generative AI for Salesforce Pricing
Enable Einstein generative AI and give users the required permissions to access the generative AI capabilities.
- From Setup, in the Quick Find box, enter Einstein Setup, and then select Einstein Setup.
- Turn on Einstein.
Update Context Tags to Pricing Elements with Einstein AI
On a pricing element, get gen AI to suggest and map variables to context tags.
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 create pricing procedures: | Salesforce Pricing Design Time |
| To use gen AI: | Prompt Template User |
- Create a pricing procedure and add a pricing element. See Configure Your Pricing Procedure.
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To map your context tags, select Auto Populate
Context Tags.
To check the accuracy of the updated tags, hover on the indicator next to the variable fields to see the confidence score.
