--- schema_version: "1" id: d1a2bad4ca68343e7bff211b64f31cfc0f4637e14de423d32abbc64243d0c2cc title: Configure Pricing Designer collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_configure_pricing_designer.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_configure_pricing_designer.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e1f5cda40798cd770836c9945a1ba9879dbcf54835cd1d0eb0922b49d8383914 description: This topic contains configuration steps for the Salesforce Industries Pricing Designer. Salesforce Industries Pricing Designer is the next-generation pricing administration application. It provides a unified user experience with improved efficiency and agility to create and maintain product pricing, promotions, and associated rules, giving both business and IT users access to the pricing management capabilities they need. products: - Communications - Media - Energy and Utilities release: "264" --- # Configure Pricing Designer This topic contains configuration steps for the Salesforce Industries Pricing Designer. Salesforce Industries Pricing Designer is the next-generation pricing administration application. It provides a unified user experience with improved efficiency and agility to create and maintain product pricing, promotions, and associated rules, giving both business and IT users access to the pricing management capabilities they need. Perform the following steps to ensure the Pricing Designer displays the correct page layouts and compact layouts. 1. Set up the Pricing Designer Lightning App: - From Setup, enter App Manager in the **Quick Find** box. - Click App Manager. The Lightning Experience App Manager page appears. - Scroll down and click Vlocity Pricing Designer. If you do not see **Vlocity Pricing Designer**, but instead see **Vlocity Pricing Console**, then continue with the following steps. - Click the arrow on the right, then click Edit. The App Details and Branding page appears. - If the name is **Vlocity Pricing Console**: - In the **App Name** field, update the Label to Vlocity Pricing Designer. - In the **Description** field, type Manage Pricing Configuration. - Click Save. - From the left panel, click User Profiles. - Ensure that your Administrator profile (e.g., System Administrator) is active under the **Selected Profiles** list. ![Admin Profile page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/vpd_adminprofile.png) - Click Save. 2. Set up the Default Lightning Record Page: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Price List** object. - Under the **Label** column, click the Price List object. The Price List Object Details page appears. - From the panel on the left, click Lightning Record Pages. - Click Vlocity EPC Price List Page. - Click View or Edit, whichever is available. - Click Activation. - Click APP, RECORD TYPE AND PROFILE. ![Activate Vlocity EPC Price List page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/vpd_plp_activation.png) - Click Assign to App, Record Types and Profile. This button only appears when you first access the page. Once you assign the record to a profile, you no longer see this button. The Select Apps dialog appears. - Check **Vlocity Pricing Designer**, then click Next. ![Select Apps dialog](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/vpd_select_apps.png) - Select the Form Factor, such as **Desktop**, then click Next. - Select the Master record type to display the **Vlocity EPC Price List Page** record page, then click Next. - Check the System Administrator profile for which you would like to provide access to the Product Designer, then click Next. - Review the app, record type, profile, and form factor combinations that will display the **Vlocity EPC Price List Page** record page. - Click Save. - Click the Back arrow to exit the Lightning setup page. - Repeat these steps to assign Lightning Record pages for these remaining objects:

Label from Object Manager

Lightning Record Pages to select

Record Type

Pricing Plan

Vlocity EPC Pricing Plan Page

Master

Pricing Variable

Vlocity EPC Pricing Variable Page

Master

Promotion

Vlocity EPC Promotion Page

Master, Promotion

Promotion

Vlocity EPC Discount Page

Discount

Time Plan

Vlocity EPC Time Plan Page

Master

Time Policy

Vlocity EPC Time Policy Page

Master

Charge Measurement

Vlocity EPC Charge Measurement Page

Master
3. Assign a Page Layout to the profile and record type: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Charge Measurement** object. - Click Page Layouts. - Click the Page Layout Assignments button in the upper right corner. - Click Edit Assignment. - Select System Administrator. - Go back to the top and set **Page Layout To Use** to Vlocity EPC Charge Measurement Layout. - Click Save. - Repeat the previous steps, but instead of using the Charge Measurement object, repeat the steps to assign Lightning Record pages for these remaining objects:

Label from Object Manager

Lightning Record Page Layout to select

Record Type

Promotion

Vlocity EPC Discount Layout

Discount

Pricing Plan Step

Vlocity EPC Pricing Plan Step Layout

Master

Pricing Plan

Vlocity EPC Pricing Plan Layout

Master

Price List

Vlocity EPC Price List Layout

Master

Promotion

Vlocity EPC Promotion Layout

Master, Promotion

Pricing Variable

Vlocity EPC Pricing Variable Layout

Master

Pricing Variable Binding

Vlocity EPC Pricing Variable Binding Layout

Master
4. Set up the Compact Layouts from the Highlights panel: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Price List** object. - Click Price List. - Click Compact Layouts. - Click Vlocity EPC Price List Compact Layout. - Click the Compact Layout Assignment button. - Click Edit Assignment. - Assign the **Vlocity EPC Price List Compact Layout** to the Master or other record types. - Repeat the previous steps, but instead of using the Price List object, repeat the steps to assign Lightning Record pages for these remaining objects:

Label from Object Manager

Lightning Record Pages to select

Record Type

Pricing Plan

Vlocity EPC Pricing Plan Compact Layout

Master

Promotion

Vlocity EPC Promotion Compact Layout

Master, Promotion

Promotion

Vlocity EPC Discount Compact Layout

Discount
5. Remove actions from Page Layout: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Charge Measurement** object. - Click Charge Measurement. - Click Page Layouts. - Click Vlocity EPC Charge Measurement Layout. - Under **Salesforce Mobile and Lightning Experience Actions** section, click the **Override the predefined actions** link and remove all the actions. To remove an action, drag it from the actions section and drop it on the list above. - Click Save. - Repeat the previous steps, but instead of using the Charge Measurement object, repeat the steps to remove actions for these remaining objects:

Label from Object Manager

Lightning Record Pages to select

Additional Step

Pricing Plan

Vlocity EPC Pricing Plan Layout

Price List

Vlocity EPC Price List Layout

Promotion

Vlocity EPC Promotion Layout

Vlocity EPC Discount Layout

Drag and drop Edit (Promotion__c.Promotion_Edit) Quick Action from Mobile & Lightning Actions onto the Salesforce Mobile and Lightning Experience Actions section.

Pricing Variable

Vlocity EPC Pricing Variable Layout

Time Plan

Vlocity EPC Time Plan Layout

Time Policy

Vlocity EPC Time Policy Layout
6. Assign the **Default Price List** field to **Catalog Layout (Vlocity)** page layout: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Catalog** object. - Click Catalog. - Click Page Layouts. - Click Catalog Layout (Vlocity). The layout editor appears. - In the page layout list, click Fields. - Drag **Default Price List** field (**DefaultPriceListId**) and drop it under the **Catalog Detail** section. - Click Save. 7. Assign Implementation Name and Method Name columns to the Pricing Plan table: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Pricing Plan** object. - Click Pricing Plan. - Click Page Layouts. - Click Vlocity EPC Pricing Plan Layout. - In the **Related Lists** section, click the Related List Properties (wrench) icon. ![Vlocity EPC Pricing Plan Layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/vpd_pricingplansteps.png) - Under **Available Fields**, select Implementation Name and Method Name and add them to **Selected Fields**. - Click OK. - Click Save. 8. Assign **New Promotion** and **New Discount** buttons to the list view for the Promotion object: - Click Setup. - Click Object Manager. - In the **Quick Find** box, search for the **Promotion** object. - Click Promotion. - Click Search Layouts for Salesforce Classic. - Click the associated drop-down for **List View** and click Edit. The Promotion List View page appears. - In the **Standard Buttons** section, uncheck **New \[New\]**. - In the **Available Buttons** section, select New Promotion and New Discount and add them to the **Selected Buttons** list. - Click Save. - Repeat the above steps to assign the **New Price List** button to the **Price List Object**. 9. Rename the **Promotion** tab: - Click Setup. - In the **Quick Find** box, type Rename Tabs and Labels. - Click Rename Tabs and Labels. - In the **Custom Tabs** section, beside **Promotions**, click Edit. - Change the value of **Plural** to Promotions/Discounts. - Click Save. 10. Ensure the following tabs appear in the Pricing Designer: - Price Lists - Pricing Plans - Pricing Variables - Promotions and Discounts - Time Plans - Time Policies - Charge Measurements If you do not see any of these tabs, then: - Click Setup. - In the **Quick Find** field, type User Management Settings. - Click User Management Settings. - Disable Enhanced Profile User Interface. - In the **Quick Find** field, type Profiles. - Click Profiles. - Click System Administrator (which may be on the next page). - Click the Edit button of the currently used User Profile. - Under **Custom Tab Settings**, set Default On for the tab in question. - Click Save.