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Build and Manage Your Procedure Execution
Use the Procedure Plan Setup framework to set up your procedures, configure the procedure execution settings, and relate them to a context definition in one centralized location. You can use the predefined templates to build your procedure plan definitions or create a custom definition for your unique use cases.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions of Revenue Cloud where Salesforce Pricing is enabled. |
Procedure plan definitions consist of various sections that you can organize in any order. Each section must have at least one procedure or contain a set of procedures that can be executed based on specific criteria. You can configure these criteria by using default settings or rule-based criteria that best fit your business needs.
Before you create a procedure plan, understand these key terms.
| Term | description |
|---|---|
| Procedure Plan Definition | A procedure plan definition combines multiple procedures into a single, unified plan. You can arrange these procedures in any order to meet your business needs. Each plan contains sections and subsections that are configured using simple decision tables or complex, rule-based criteria. |
| Procedure Plan Section | The various sections added to define a procedure plan. Each section allows you to set up a specific type of procedure. |
| Phase | A phase represents a stage in your business lifecycle, used to organize procedures and link them to the correct business context. |
| Resolution Type | A resolution type determines how a procedure is selected for a section of your plan. You can either set it to Default, which allows you to manually pick a procedure from a list, or you can choose Rule-Based, which lets the system automatically select the correct procedure by evaluating a set of predefined criteria. |
| Read Context Mapping | This mapping is used at the start of the procedure. It reads necessary input data from a Salesforce object such as Quote or Order the to the context definition to set the context for pricing logic execution. |
| Save Context Mapping | This mapping is used at the end of the procedure. It saves the calculated results from the context definition such as prices or discounts back to the fields in the associated Salesforce objects storing in the final output. |
Important
- Before you begin creating your procedure plan definitions, you must enable Context Service in your org. To enable Context Service, go to Setup, in the Quick Find box, search and select Context Service Settings. Turn on Context Definitions.
- Understand the Order of Execution for Place Sales Transaction
When you create or update a quote or order using the Place Sales Transaction API, Revenue Cloud processes the request through a defined order of execution. This order describes how configuration, pricing, Apex hooks, and automation run during transaction processing. Understanding this order helps you determine where pricing logic runs and how context data is processed when using Place Sales Transaction. - Create Procedure Plans
To create a flexible and comprehensive workflow that adapts to your business needs, use a Procedure Plan Definition to combine and sequence individual procedures into a single, unified plan. You can start quickly with a predefined template or customize one from scratch to meet your unique requirements. - Use the Procedure Plan Framework
To ensure your procedures run in the correct order and pricing is applied consistently to a quote, create a new procedure plan. - Sample: Apex Class for Product Discovery External Pricing
Use this sample Apex implementation to update product prices in a Product Discovery procedure plan. The class demonstrates how to query pricing data, fetch external values, and update the transaction response when using Apex hooks. - Example: Use Apex Hooks to Extend Pricing Logic
See how Apex hooks interact with Pricing sections when configured as pre- or post-hooks in a Product Discovery procedure plan. - Export and Import Procedure Plans
Package procedure plans to export and import them across Salesforce orgs. - Procedure Plan Limits
Don't stitch multiple pricing procedures together within a single procedure plan. Sequencing multiple procedures can result in data loss and calculation errors. If you need to configure multiple procedures sequentially, consider these limitations.
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