Set Up Pricing for Partner Community
Get the customized pricing outcome on the community site. Update the pricing procedure, configure the user profile with the necessary permissions, and grant API access on the community site.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
| REQUIRED USER PERMISSIONS | |
|---|---|
| To set up pricing for the partner community: | Omnistudio Admin AND Salesforce Pricing Admin AND Salesforce Pricing Manager AND Salesforce Pricing Design Time User AND Work Order Estimation Experience User |
Before you begin, complete the standard pricing setup for Asset Service Lifecycle Management (ASLM). Create a community site on the Experience Cloud for partners to use pricing for ASLM.
- From the App Launcher, find and select Flows.
- Search for the Work Estimation Community flow, and open it.
- Open the Pricing element in the flow.
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On the ASLM headless pricing page, enter Work Order Est Default Pricing
Procedure as the pricing procedure.
Make sure that the pricing procedure names on the pricing procedure object page and the invocable action are matching.
- Save the flow as a new version, and activate the flow.
- From Setup, in the Quick Find box, enter Profiles and select it.
- Search for the Partner Community User profile.
- Clone the profile and name it, Partner Community User Clone.
- Edit the profile.
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Configure these permissions.
- In Administrative Permissions, select Context Service Run time user and Salesforce Pricing: Run time user.
- In General User Permissions, select Edit Opportunity Product Sales Price and Run Expression Sets.
- Save the changes.
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Add the cloned portal to the partner community user.
- From Setup, in the Quick Find box, enter Users and select it.
- Open the partner community user, and select the cloned profile from the dropdown.
- Save the changes.
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Create and add a permission set to the partner community user.
- From Setup, in the Quick Find box, enter Permission sets and select it.
- Create a permission set and name it, APIUserAccessPS.
- On the permission set page, edit the System Permissions.
- Select API enabled.
- Save the changes.
- From Setup, in the Quick Find box, enter Permission Sets and select it.
- Open the APIUserAccessPS permission set.
- On the permission set page, select Manage Assignments.
- Select Add Assignment.
- Select the partner community user, and click Assign.
- Click Done.
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