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.

Note Procedure plan definitions function exclusively as a metadata framework. They serve as a logical container for conditions and their associated procedures. Procedure plan definitions don’t self-orchestrate. In Revenue Cloud, only the PST API orchestrates a procedure plan.

• Create Procedure Plan Definitions by Using Templates
  A procedure plan definition template only stores the sequence of the procedure plan sections. You can modify the template to add a context definition and appropriate procedures within the procedure plan section based on your business needs.
• Create a Custom Procedure Plan Definition
  Create custom procedure plan definitions that contain only selected types of procedures. You can further filter these definitions by configuring multiple criteria and conditions within a procedure.
• Configure Apex Hooks in a Product Discovery Procedure Plan
  Use Apex sections in a Product Discovery procedure plan to run custom pricing logic, such as fetching prices from an external system. The order of Apex and Pricing sections determines how prices are applied. You can include multiple Pricing and Apex sections, but only one Qualification section.
• Customize Your Procedure Plans With Apex Hooks
  To support unique pricing scenarios, add custom Apex logic to your pricing procedure plans. You can use Apex hooks to apply custom business logic that modifies the pricing context after a quote line is configured. Use an Apex prehook to adjust pricing based on product attributes before it's priced, and an Apex posthook to handle pricing changes for groups and other Quote object elements after pricing. When a sales rep configures a product or changes a group of quote line items, the pricing procedure plan changes the pricing based on the instructions in Apex.