Configure Product Page and Decision Tables

Configure the product page layout, record types, specification types, and decision tables.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To configure product page: Energy & Utilities Cloud Features
To create and manage decision tables: Salesforce Pricing Design Time
To update B2C sales configuration:

Consumer Sales User

AND

Energy & Utilities Sales Features

Important
Important If field encryption is enabled for the Account Name field of the Account object, the Tariff Comparison Account Search feature does not work.
  1. Adjust the product page layout.
  2. Create Record Types for Products.
  3. Add the distribution area field to the service point layout.
    1. From Setup, go to Object Manager.
    2. Search for and select Service Point.
    3. Click Page Layouts.
    4. Click Service Point Layout.
    5. Find the Distribution Area field under Fields and drag it down under the Service Point Detail header.
  4. Create Specification Types for Products.
  5. Create decision tables from templates.
    1. From App Launcher, go to Business Rule Engine.
    2. Select Lookup Tables and then select New.
    3. Select Decision Table and select Next.
    4. Select Default in Application Usage.
    5. For each of the following templates, add the specified API name and upload the corresponding CSV file. Be sure to enable each decision table after the upload is complete.
    6. Create a decision table with these templates.
      • Template: AttributeDetailsConfigDT; API Name: AttributeDetailsConfigDT. No CSV file is required. After you save the changes, verify the populated values on the preview page, and then activate the decision table.
      • Template: AttributePicklistConfigDT; API Name: AttributePicklistConfigDT. No CSV file is required. After you save the changes, verify the populated values on the preview page, and then activate the decision table.
  6. Verify the B2C sales configuration settings.
    1. From Setup, in the Quick Find box, enter Energy & Utilities Settings, and select Energy & Utilities Settings.
    2. In the B2C Sales Configuration section and ensure that the API names of all decision tables are the same.
      The attribute codes should contain comma-separated values for relevant attributes.