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            Set Up Price Waterfall

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            Set Up Price Waterfall

            To ensure transparency and accuracy in final product price determination, utilize Price Waterfall to understand and verify your pricing calculations at each step. This is particularly valuable when tracking complex pricing structures, including volume discounts and other tiered adjustments.

            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 turn on price waterfall and price waterfall persistence: Salesforce Pricing Design Time

            Configure Price Waterfall

            Understand the reasons behind every step of your pricing process by using Price Waterfall. By configuring waterfall, you get a detailed breakdown of every addition or deduction, giving you clear understanding of your pricing process.

            1. From Setup, in the Quick Find box, enter Salesforce Pricing, and then select Salesforce Pricing Setup.
            2. Activate Price Waterfall for API responses.

            Set Price Waterfall Persistence

            Enhance transparency and auditability in your pricing processes by enabling Price Waterfall Persistence. This feature stores detailed logs of each pricing calculation step, making it easier to understand and manage your pricing strategies.

            1. From Setup, in the Quick Find box, enter Salesforce Pricing, and then select Salesforce Pricing Setup.
            2. Turn on Price Waterfall Persistence.

            Understand the Setup Objects Used for Price Waterfall

            Price Waterfall uses setup objects to capture logs for how a pricing procedure ran, making it easy for your users to explain and check pricing calculations at each step. For example, pricing analysts can check the number of discounts applied at various tiers while calculating volume discounts.

            Salesforce Pricing has predefined Price Waterfall objects.

            Pricing Waterfall Subtype Definition
            Defines the types of applications by using the Price Waterfall component.
            Pricing Waterfall Business Process Type Definition
            Defines the types of business processes that are applied to the pricing procedure.
            Pricing Waterfall Explainability Action Definition
            Defines where the metadata of your pricing procedure is stored.
            Pricing Waterfall Explainability Action Version
            Defines and stores versions of the explainability actions used by pricing procedures.

            To view the pricing waterfall setup objects, from Setup, in the Quick Find box, search and select Decision Explainer. The Price Waterfall setup objects are visible with the associated Decision Explainer objects.

             
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