Update the Product Discovery settings to define the context definition and pricing procedures used during product selection.
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 |
- From Setup, in the Quick Find box, enter Product Discovery Settings, and then select Product Discovery Settings.
- In the Select Context Definition section, select MultiRecipientProductDiscovery from the dropdown list.
- In the Select Pricing Procedure section, select Product Discovery Pricing Procedure from the dropdown list.
- In the Select a Custom Flow for Browsing and Adding Products in Revenue Cloud section, select the MultiRecipient Product Discovery flow.