Loading
Loyalty Management
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Pricing Procedure for Promotion Evaluation and Execution

            You are here:

            1. Salesforce Help
            2. Docs
            3. Loyalty Management

            Create a Pricing Procedure for Promotion Evaluation and Execution

            Create a pricing procedure to apply promotions to customer carts based on the evaluation method selected by marketing managers.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced
            User Permissions Needed
            To create a pricing procedure Salesforce Pricing Design Time permission set
            1. Create a pricing procedure.
              1. From App Launcher, find and select Pricing Procedures.
              2. Click New.
              3. Enter name as CartPromotionEvaluationAndExecution.
              4. Select Pricing as the usage type.
              5. For context definition, select CartDetailGetEligblePromotion.
              6. Save your changes.
              7. On the Details tab, in the Pricing Procedure Versions section, click the pricing procedure version that you want to work on.
              8. On the record page of your new pricing procedure, on the Versions tab, select Open in Pricing Procedure Builder from the quick actions.
              9. In the Pricing Procedure Properties tab, expand Advanced Details, and enter Rank as 1.
            2. Drag the Pricing Setting element to the canvas and enter these values
              1. For the Line Item input variable, select cartLineItemId.
              2. For the Currency input variable, select currencyISOCode.
                This step is required only if you have multi-currency enabled in the org.
              3. For the Net Unit Price output variable, select cartLineNetUnitPrice_std.
              4. For the Subtotal output variable, select cartLineItemAmount.
            3. Drag the Promotion Execution element to the canvas and enter these values
              1. Select the rule library you want to associate with the pricing procedure.
              2. For the Promotion Scope, select Line.
              3. For the Subtotal input variable, select cartLineItemAmount
              4. For the Quantity input variable, select cartLineItemQuantity
              5. For the Input Unit Price input variable, select cartLineNetUnitPrice_std
              6. For the Net Unit Price output variable, select cartLineNetUnitPrice_std
              7. For the Subtotal output variable, select cartLineItemAmount
            4. Drag the Promotion Execution element to the canvas and enter these values
              1. Select the rule library you want to associate with the pricing procedure.
              2. For the Promotion Scope, select Crossline.
              3. For the Subtotal input variable, select cartLineItemAmount
              4. For the Quantity input variable, select cartLineItemQuantity
              5. For the Input Unit Price input variable, select cartLineNetUnitPrice_std
              6. For the Net Unit Price output variable, select cartLineNetUnitPrice_std
              7. For the Subtotal output variable, select cartLineItemAmount
            5. Drag the Aggregate Price element to the canvas and enter these values
              1. For the Formula field, enter SUM (cartLineItemAmount).
              2. For the Output Variable field, select initialTransactionAmount_std.
            6. Drag the Promotion Execution element to the canvas and enter these values
              1. Select the rule library you want to associate with the pricing procedure.
              2. For the Promotion Scope, select Order.
              3. For the Header Subtotal input variable, select initialTransactionAmount_std
              4. For the Header Id input variable, select cartHeaderId_std
              5. For the Header Subtotal output variable, select transactionAmount.
            7. Drag the Formula Based Pricing element to the canvas and enter these values
              1. For Formula field in Formula Variables, enter initialTransactionAmount__std - transactionAmount.
              2. For Output Variable field in Formula Variables, select cartLevelDiscountValue_std.
            8. Drag the Discount Distribution Service element to the canvas and enter these values
              1. For the Header Discount Type input variable, select DiscountType
              2. For the Header Discount Value input variable, select cartLevelDiscountValue_std
              3. For the Header Distribution Logic input variable, select DistributionLogic
              4. For the Header Distribution Type input variable, select DistributionType
              5. For the List Price input variable, select cartLineNetUnitPrice_std
              6. For the Quantity input variable, select cartLineItemQuantity
              7. For the Line Item input variable, select cartLineItemId
              8. For the Input Unit Price input variable, select cartLineNetUnitPrice_std
              9. For the Header Subtotal input variable, select initialTransactionAmount_std.
              10. For the Discount Value output variable, select cartLineDiscountFromCartDistribution_std.
              11. For the Distribution Type output variable, select DistributionType
              12. For the Discount Type output variable, select DiscountType.
              13. For the Net Unit Price output variable, select cartLineNetUnitPrice_std.
              14. For the Subtotal output variable, select cartLineItemAmount.
             
            Loading
            Salesforce Help | Article