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Create a Decision Table for Vehicle and Asset Lending Proposals

Use products as input and get the list rate as output for each financial product such as a vehicle loan or lease. Create a decision table that can be used in a pricing procedure to dynamically get the interest rates for a loan or lease.

Required Editions

Available in: Enterprise, Unlimited, and Developer Editions.
User Permissions Needed
To create a decision table: Rule Designer Admin
  1. From the App Launcher, find and select Lookup Tables.
  2. Click New.
  3. Select Decision Table, and then click Next.
  4. Enter Product List Rate Decision Table as the name.
  5. Enter ProductListRateDT as the API name.
  6. For Application Usage, select Pricing.
  7. For Decision Table Type, select Advanced.
  8. Click Create Decision Table.
  9. Click Save & Next.
  10. Select Salesforce Object as the source.
  11. For Source Object, select Product List Rate.
  12. For Source Object Field, select ProductId in the Conditions section.
  13. Select condition type as All conditions are met (AND).
  14. For Source Object Field, select ListRate in the Results section.
  15. Click Save & Next.
  16. For Filter Result by, select Output Order.
  17. Click Save & Next.
  18. Preview the decision table and click Finish.
  19. Activate the decision table.