Set the default pricing procedure in Salesforce Pricing Settings to ensure consistent pricing calculations across utilities sales.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and
Developer Editions |
| User Permissions Needed |
| To create user profiles and users: |
Energy & Utilities Cloud Features |
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From Setup, in the Quick Find box, enter Salesforce Pricing Setup, and then select Salesforce Pricing Setup.
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Under the Select a Pricing Procedure section, select Utilities Sales Default Pricing Procedure from the dropdown list.
