---
schema_version: "1"
id: 7d0618ec77fbce002d7233a95df2041b872fa4db4328b982342aeda78840fb20
title: Create Condition Templates for Penny Perfect Pricing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_task_admin_create_condition_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_create_condition_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e45f6c8ee955a8739777a266d3bc6aa3d5226cd1d1f1fe0b884ab7bffe4c7c1c
description: Create condition templates to define the behavior of conditions and to reference to customers, products, or both. Depending on the reference, you can create customer conditions, product conditions, or customer-specific product conditions.
products:
  - Consumer Goods
release: "264"
---
# Create Condition Templates for Penny Perfect Pricing

Create condition templates to define the behavior of conditions and to reference to customers, products, or both. Depending on the reference, you can create customer conditions, product conditions, or customer-specific product conditions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d69677e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e64 ">To create condition templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e64 ">
              <p>CGCloud Business Admin</p>
              <p style="margin-bottom:0;">OR</p>
              <p style="margin-bottom:0;">CGCloud Retail Business Admin </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From App Launcher, find and select **Condition Templates**, and then click **New**.
2. Provide these details:
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69677e120">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d69677e123">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d69677e120 d69677e123 ">Identification</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Condition Template Name</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Name of the condition template.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Active</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Indicates if a condition template is active. You can use only active templates to
                  create conditions.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Value Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">
                  <p>Value type for a condition created using the template. The options are:</p>
                  <ul>
                    <li>None</li>
                    <li>Percentage</li>
                    <li>Amount</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Template Type</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">
                  <p>Meta type of a template. The options are: </p>
                  <ul>
                    <li>None: Not applicable</li>
                    <li>Price: Use to create conditions that specify standard or customer-specific product
                      price</li>
                    <li>Discount: Use to create conditions that specify the percentage or value of discount
                      for a product or customer</li>
                    <li>Factor: Doesn't affect the functionality of the app</li>
                  </ul>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Sales Org</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Sales org of a customer template. The field is editable only during template
                  creation. </td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d69677e120 d69677e123 ">Description</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Description Language 1/2/3/4</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Description of a customer template in the languages configured for the sales
                  org.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d69677e120 d69677e123 ">References</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Customer Reference</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Indicates if a template has customer reference. Only templates with customer
                  reference can be used to create customer conditions and product-specific customer
                  conditions.</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Product Reference</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">Indicates if a template has product reference. Only templates with product reference
                  can be used to create product-specific customer conditions and product conditions.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;" headers="d69677e120 d69677e123 ">Pricing Details</td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e120 ">Price Finding ID</td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d69677e123 ">ID assigned for product or consumer price.</td>

              </tr>
            </tbody>
          </table>
3. Save your changes.

- **[Add Product Conditions in Penny Perfect Pricing](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_product_condition.htm&release=264.0.0&type=5)**  
    Use product conditions to specify product prices for order value calculation. You can create product conditions only from condition templates with a product reference. You can specify multiple product conditions for a product based on different combinations of price type and price list. Each product condition has a validity period.
- **[Add Customer Conditions in Penny Perfect Pricing](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customer_condition.htm&release=264.0.0&type=5)**  
    Create customer conditions to define prices or discounts for customers. You can create customer conditions only from condition templates with customer reference.
- **[Add Customer-Specific Product Conditions in Penny Perfect Pricing](https://help.salesforce.com/s/articleView?id=ind.cg_task_admin_add_customerspecific_product_condition.htm&release=264.0.0&type=5)**  
    To set up personalized pricing or discounts for specific products and customers, create customer-specific product conditions. Consumer Goods Cloud doesn’t support adding customer-specific product conditions out-of-the-box. However, you can customize the pricing conditions by using these customer-specific product condition templates that include references to customers and products.