Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Penny Perfect Pricing
Create a Pricing Search Strategy

You are here:

  1. Salesforce Help
  2. Docs
  3. Penny Perfect Pricing

Create a Pricing Search Strategy

Configure the prioritized sequence of search steps used to look up pricing conditions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with required add-ons.

A pricing search strategy is a set of key attribute combinations that determine pricing conditions. The search strategy assigned to a pricing specification defines how condition lookups execute from most specific (for example, customer-specific rate) to least specific (base price fallback).

  1. Create the Search Strategy.
    1. From the App Launcher, find and select Pricing Search Strategy, and then click New.
    2. Enter a Name.
    3. Select a Context Definition.
    4. Optionally, search for and select an Internal Organization Unit.
    5. Click Save.
  2. Add Search Strategy Steps.

    A search strategy consists of steps processed in a defined sequence. Strategy steps link key types to the search strategy.

    1. Select the newly created pricing search strategy.
    2. Click the Expression Set Versions link to open the Business Rules Engine builder.
    3. In the builder, add a Pricing Search Strategy Step.
    4. Provide the step configuration details:
      • Pricing Key Type: Select the applicable Pricing Key Type.
      • Search Sequence: Enter a numeric sequence value (for example, 10). Lower sequence numbers execute first.
      • Account Role Type: Select the account role type (for example, Orderer).
      • Account Hierarchy Level: Select the account hierarchy level (for example, CustLevel1).
      • Product Hierarchy Level: Select the product hierarchy level (for example, ProdLevel1).
      • Exclusive: Optionally check this box to indicate this step should be evaluated exclusively of other steps.
    5. Click Save, and then click Activate to make the search strategy available.
Note
Note The platform doesn't validate that a Search Strategy Step's Pricing Key Type belongs to the same Internal Organization Unit (IOU) as the Search Strategy itself. A step can reference a Key Type scoped to a different IOU and still save and activate without error or warning — but this can cause External Pricing Key Value lookups to resolve against the wrong IOU, or fail to resolve at runtime. Before saving a step, confirm the selected Pricing Key Type's IOU matches the strategy's own IOU.
 
Loading
Salesforce Help | Article