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在 Revenue Cloud 中同步定价数据
定期同步 Salesforce Revenue Cloud 中的定价数据,以确保映射到定价模式的决策表中有最新信息,并且使用类型设置为定价。

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定期同步 Salesforce Revenue Cloud 中的定价数据,以确保映射到定价模式的决策表中有最新信息,并且使用类型设置为定价。
| 适用于:Lightning Experience |
| 适用于:启用了 Salesforce 定价的 Revenue Cloud 的 Enterprise、Performance、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 启用数据同步: | Salesforce 定价设计时间 |
| 要确保决策表完全同步: | 资产化订单 |
每当产品价格、折扣或决策表消耗的任何其他定价相关数据有更新时,您都应该同步定价数据。同步定价数据对于准确的定价计算至关重要。这确保了销售流程的一致性,并支持派生定价等功能。如果没有,不一致可能会影响最终的净价计算。
同步操作是手动过程。

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