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Set Up the Tariff Comparison Screen Flow

Set up and customize the main Tariff Comparison screen flow for your users.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

See the Trailhead module: Flow Builder Basics.

Tariff Comparison feature uses the following flows and invocable action to get pricing plans for the products.

Note
Note If you've extended the Tariff Comparison flow before Summer '26, we recommend that you re-extend the Tariff Comparison flow to manage add-on products.
Flow Template Name Flow Type Flow Template Description
Tariff Comparison Main flow Displays the most economical tariffs for utility customers to subscribe, based on their location, service type, and estimated consumption.
Set Up Energy Service Sub-flow

Creates the records for the Location, Address, Associated Location, Service Points, Energy Service Agreement, and Energy Service Agreement Item objects after an order is activated as a part of the tariff comparison process.

Activate Energy Service Sub-flow

Activates the Energy Service Agreement and Energy Service Agreement Item objects after an order is activated as a part of the tariff comparison process.

  1. Update the Tariff Comparison flow.
    1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
    2. In the list of flows, select the Managed-Installed version of Tariff Comparison.
      The selected flow opens in Flow Builder.
    3. Update the flow constants as required.
      • CatalogCode: Replace with the Code for your Commodity Catalog.
      • CatalogToCategoryAndServiceTypeDTApiName: Replace with the API name of the Decision Table created for catalog-to-category and service type mapping.
      • EntityAndFieldToAttributeDTApiName: Replace with the API name of the Decision Table created for entity and field-to-attribute mapping.
      • AddOnProductsCategoryCode: Stores the category code for the add-on non-commodity products.
    4. To add more price-impacting attributes, select the AddToPriceImpactingingAttributesCollection element and add the attribute code to the PriceImpactingAttributesList collection variable.
    5. Select Save As, provide a new Flow Label and Flow API Name, and then select Save.
    6. Activate this flow and all the flows included in the table.
  2. Set up the Tariff Comparison Action.
    Create an action to run the Tariff Comparison flow and add it to the record page.
    1. From Setup, go to the Object Manager.
    2. Select the object that you want to add the action to.
    3. Go to Buttons, Links, and Actions, and select New Action.
    4. In Action Type, select Flow.
    5. From the Flow dropdown, select the Tariff Comparison flow.
    6. Add a label and a name. For example, enter Compare Tariffs for the label.
    7. Save your changes.
  3. Add the button to the page layout of a record.
    1. From the object management settings for the object you added the action to, go to Page Layouts.
    2. Select the page layout that you want to modify.
    3. Select Mobile and Lightning Actions.
    4. Under Salesforce Mobile and Lightning Experience Actions, if you see a link to override the predefined actions, select it.
    5. Drag the action from the palette to the Salesforce Mobile and Lightning Experience Actions section.
    6. Save your changes.