Design Your Pricing Model in Revenue Cloud

Sales reps benefit from real-time access to precise pricing and the ability to directly apply relevant discounts, giving them clear visibility into the final price. This is especially valuable for negotiating large quotes and winning complex deals. Sales reps also get the information they need to explain quotes to customers through a detailed price adjustment log (the price waterfall), enhancing transparency and trust.

Salesforce Pricing also offers prebuilt integrations with other Revenue Cloud components like Transaction Management, and allows for custom pricing actions and third-party API integrations.

To get started with Salesforce Pricing, refer to these resources. We recommend working through these sections in order.

• Begin Using Salesforce Pricing
  Enable Salesforce Pricing to efficiently set up, manage, and implement pricing strategies. Tailor the experience of using Salesforce Pricing for all users using permission sets to give them precise access to what they need.
• Salesforce Pricing Basic Setup
  Salesforce Pricing provides the key tools to manage your pricing infrastructure. To leverage these tools effectively, you must first complete the basic setup detailed in this section. This process represents our recommended base configuration and is a prerequisite for building any custom solution. It ensures essential pricing configuration can be transferred, procedures can be customized, and data can be synced for accuracy. Complete all of the following steps before continuing on to design your pricing solution.
• Salesforce Pricing Advanced Setup
  Salesforce Pricing provides advanced setup options to customize and extend its core functionalities that is crucial for leveraging the product's full power and tailoring it to specific business needs.
• Move Your Pricing Data from One Salesforce Org to Another
  
• Cost Books and Price Books
  Track the expenses associated with manufacturing a product in a cost book, and record the product's selling price in a price book. You can have multiple price books and cost books in your Salesforce org.
• Explore Price Adjustment Schedules
  Implement dynamic pricing strategies by automating price calculations and adjustments based on various factors like quantity or product attributes. Build flexible pricing models that optimize revenue and adapt to specific market conditions or customer needs.
• Build Your Pricing Procedures Using Salesforce Pricing
  Pricing procedures are fundamental to all pricing strategies in Revenue Cloud, enabling businesses to implement dynamic pricing rules and efficiently calculate a product's final net price. They act as the core engine for pricing calculations in Salesforce Pricing, providing a flexible and powerful way to manage both simple and complex pricing scenarios.
• Use Pricing Elements in Pricing Procedures
  Pricing elements are the fundamental building blocks used to construct a pricing procedure. Use these elements to define how prices are calculated and applied in Revenue Cloud.
• Unique Pricing Scenarios
  Learn how complex pricing scenarios, from product interdependencies to honoring long-term customer agreements, impact sales efficiency and customer satisfaction. Discover how Salesforce Pricing provides the sophisticated capabilities needed to manage these unique challenges and drive revenue.
• Access Your Pricing Information
  View your product pricing either in a simple list view or using custom grid components making it easier to analyze and compare data. Use the discount calendar to show all applied discounts for a product.
• Salesforce Pricing Limits
  Review the default limits for Salesforce Pricing’s components and their usage. To modify the set default values, ask your Salesforce administrator to raise a support ticket.