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            Pricing Customization for Different Transaction Types

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            Pricing Customization for Different Transaction Types

            Link custom fields to different pricing procedures to show unique prices based on the transaction type. For example, B2B customers receive volume discounts while B2C customers see standard pricing.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud where Transaction Management is enabled
            User Permissions Needed
            To create pricing procedures: Salesforce Pricing Design Time User
            To create Sales Transaction Type records: Manage Agentforce Revenue Management
            To create custom fields: Customize Application
            To add field-level security to profiles or permission sets: Manage Profiles and Permission Sets
            To create Flows: Manage Flow

            Before You Begin

            Before you begin, create a pricing procedure and custom field for your use case. Also, create a custom field on the transaction object that your sales reps can select to trigger the pricing procedure.

            1. Create a pricing procedure.
            2. Create a custom checkbox field and add it to the transaction object page layouts.

            Create a Sales Transaction Type

            1. From the App Launcher, find and select Sales Transaction Types.
            2. Click New.
            3. Enter a name for your sales transaction type.
              For example, B2C_Sales_Transaction
            4. Select you new pricing procedure.
            5. Save your changes.
            6. Note the ID of the sales transaction type from the URL.
              For example, if your URL is https://<your-instance>.force.com/lightning/r/SalesTransactionType/1ChDU000000000L0AQ/view, the ID is 1ChDU000000000L0AQ

            Link the Custom Field and Sales Transaction Type With a Flow

            Trigger the pricing procedure when sales reps select the custom field using a Flow.

            1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
            2. Click New Flow.
            3. Select Start from Scratch and click Next.
            4. Select Record-Triggered Flow and click Create.
            5. Select an object. For example, you can select Quote or Order.
            6. Select A record is created or updated for the trigger configuration.
            7. In the Set Entry Conditions section, specify these details.
              1. Condition Requirements: All Conditions Are Met (AND)
              2. Field: Select the custom field that you’ve created. For example, B2C_Sales_Transaction
              3. Operator: Equals
              4. Value: True
            8. Select Only when a record is updated to meet the condition requirements for the run frequency.
            9. Select Fast Field Updates.
            10. Add an Update Records element and map the Sales Transaction TypeID to the ID you noted earlier.
            11. Give your flow a name and activate it.
             
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