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            Add Get Rate Cards Element

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            1. Salesforce Help
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            3. Agentforce Revenue Management

            Add Get Rate Cards Element

            Here’s how you can add the Get Rate Cards element to your rating procedure.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with the Revenue Cloud Advanced license
            User Permissions Needed
            To create, update, and delete rating procedures: Rate Management Design Time User
            1. From the App Launcher, find and select Rating Procedures.
            2. To open the rating procedure record, click the procedure name.
            3. To open the rating procedure in the Rating Procedure builder, click the rating procedure version.
            4. Define the Rating Setting element. See Rating Element.
            5. Click Add elements icon, and then find and select the Get Rate Cards element from the list.
            6. In the Lookup Table Details field, search for and select your custom made lookup table.
            7. Map your variables to the appropriate context tags.
            8. Click Settings icon, and enter 1 as the rank number.
            9. Click Element Details icon, select Include in Output, and save your rating procedure.
            10. Click Simulate.
            11. On the Input tab, enter the variables to simulate and verify your calculations,
              1. Enter variable values either in JSON format (Advanced) or in the fields (Simplified).
              2. Click Simulate and verify that the calculations are per your rating settings.
                The Waterfall View shows every step of the rating calculation.
            12. When you’re happy with the simulation result, click Activate.
             
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