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Configure Context Definitions and Pricing Procedures

Extend the required context definitions, configure pricing procedures, and update revenue settings.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
User Permissions Needed
To configure product discovery pricing procedure:

Customize Application

AND

Salesforce Pricing Admin

AND

Product Discovery Admin
To update settings and refresh context definitions: Customize Application
To configure pricing procedure: Salesforce Pricing Design Time User
To create procedure plan definitions:

Procedure Plan Access

AND

Salesforce Pricing Design Time User

Configure Product Discovery Pricing Procedure

Select a template and save it as a new pricing procedure, update the context definition, and activate the product discovery pricing procedure.

  1. From the App Launcher, select Expression Set Templates.
  2. Select Product Discovery Pricing Procedure.
  3. Select the dropdown next to Save As and then select New Pricing Procedure.
  4. Enter 1 for the Rank, select Revenue Cloud for Usage Subtype, and set Active status to true.
  5. Save your changes.
  6. Edit the pricing procedure and update the context definition to the newly created EU Product Discovery Context Definition.
  7. Activate the pricing procedure.

Update Revenue Settings and Refresh Context Definition

Update revenue settings, default pricing procedures, select context definitions and pricing procedures, and sync highlighted definitions.

  1. Go to Revenue Settings and enable Negative Quantity, Zero Quantity, and Order Events.
  2. Go to Product Discovery Settings, and select the context definition and pricing procedure you created.
  3. Refresh context definition.
    1. From Setup, in the Quick Find box, enter Context Definitions.
    2. Select Custom Definitions.
    3. Select Sync now for any highlighted definitions.

Create a B2C Pricing Procedure

Support B2C pricing processes by creating and activating a custom pricing procedure. Update the price adjustment schedule constants to ensure that your attribute-based and tier-based adjustments are calculated correctly.

  1. From the App Launcher, find and select Expression Set Templates.
  2. Select Utilities Sales B2C Pricing Procedure and then click Save As New Pricing Procedure.
  3. Select Revenue Cloud for usage subtype and enter 1 for rank.
  4. Save your changes.
  5. From the App Launcher, find and select Price Adjustment Schedules.
  6. Copy the IDs for the Standard Attribute Based Adjustment and Standard Tier Based Adjustment schedules.
  7. Return to your pricing procedure and select the Resource Manager tab.
  8. In Constants, enter these details.
    • Enter the ID for Standard Attribute Based Adjustment in the Attribute_PriceAdjustmentScheduleId.
    • Enter the ID for Standard Tier Based Adjustment in the Tiered_PriceAdjustmentScheduleId.
  9. Save and activate the pricing procedure.

Create a Procedure Plan Definitions

Create procedure plans for your cart and order so that the transactions run through your B2C pricing procedure. Each plan links a pricing procedure to a process type and a context definition.

  1. From Setup, in the Quick Find box, enter Procedure Plan Definitions, and select Procedure Plan Definitions.
  2. Create a procedure plan for the Cart (WebCart) object.
  3. Select Consumer Sales for process type.
  4. Select ConsumerSalesContext__stdctx for context definition.
  5. Add a pricing procedure section and set the type to Pricing Procedure.
  6. Select the pricing phase and default resolution type.
  7. Select your new Utilities Sales B2C Pricing Procedure for the pricing procedure.
  8. Save and activate your pricing procedure.
  9. Repeat these steps to create a procedure plan definition for the Order object.