Get Ready to Create Pricing Actions

Create Context Definitions with Mapping

Context definitions contain the information required to execute the pricing process. A context definition includes the relationship between nodes and their structure, attributes, context tags, and mapping. Mapping ensures that the nodes and attributes are updated with the right input data from the Salesforce objects.

Create Pricing Procedures

Transform all pricing policies established by your business into pricing procedures. Build pricing procedures by using pricing elements where each element forms a step in a pricing procedure. Pricing elements call appropriate decision tables to perform the required pricing calculations.

When a pricing procedure is executed with the associated context tags, the results of the pricing procedures are written back to the context definition that the tags belong to.

Configure Pricing Parameters for Standard Objects

To ensure that the standard pricing action button functions properly, define pricing parameters that connect it to a context definition, the context's mapping, and the pricing procedure for calculating product prices.

Required Editions

User Permissions Needed
To create pricing parameters:	Salesforce Pricing Admin

Important This prerequisite is only applicable to the objects that have the standard pricing actions. The objects are Quote, Order, Contract, Case, and Opportunity.

1. From Setup, in the Quick Find box, enter Pricing Action Parameters, and then select Pricing Action Parameters.
2. On the Pricing Action Parameters page, click New.
3. Specify these details.
   1. Select the object name. 
      The list of objects displayed here are the standard objects supported by Salesforce Pricing.
   2. Select the context definition. 
      This context definition must have nodes, attributes, and tags.
   3. Select context mapping. 
      The tags must be mapped to the right sObjects.
   4. Select the pricing procedure that performs the pricing policies.
   5. Set the date range. The Effective From date specifies the date and time from when the pricing parameter is applied to an object. The Effective To date is optional.
4. Save your changes.