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 If field encryption is enabled for the Account Name field of
the Account object, the Tariff Comparison Account Search feature does not
work.
- Adjust the product page layout.
- Create Record Types for Products.
-
Add the distribution area field to the service point layout.
- From Setup, go to Object Manager.
- Search for and select Service Point.
- Click Page Layouts.
- Click Service Point Layout.
- Find the Distribution Area field under Fields and drag it down under the Service Point Detail header.
- Create Specification Types for Products.
-
Create decision tables from templates.
- From App Launcher, go to Business Rule Engine.
- Select Lookup Tables and then select New.
- Select Decision Table and select Next.
- Select Default in Application Usage.
-
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.
- Template: Catalog Category ConfigDT ; API Name: CatalogToCategoryAndServiceTypeDecisionTable
- Template: AttributeBindingDT ; API Name: EntityAndFieldToAttributeDecisionTable
- Template: ServiceProductConfigDT ; API Name: UtilitiesTariffComparisonProductConfig
- Template: TariffAttributeConfigDT
- Template: ConsumptionParamDT
-
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.
-
Verify the B2C sales configuration settings.
- From Setup, in the Quick Find box, enter Energy & Utilities Settings, and select Energy & Utilities Settings.
-
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.