Manual Setup Tasks for Tariff Comparison

After running the automated setup for tariff comparison, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions

Prerequisites: Run the automated tariff-comparison-setup SOR for tariff comparison.

Enable contacts to multiple accounts.
Set up the default workflow user.
1. From Setup, in the Quick Find box, enter Process Automation Settings, and then select Process Automation Settings.
2. For Default Workflow User, select an admin.
3. Save your changes.
Clone and activate flows.
Create a Decision Matrix data sharing rule.
1. From Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
2. In the Decision Matrix Sharing Rules related list, click New.
3. Enter the rule details:
  - Label: Decision Matrix Data Sharing Rule
  - Rule Name: Decision_Matrix_Data_Sharing_Rule
  - Rule Type: Based on record owner
  - Decision Matrix: owned by members of: All Internal Users
  - Share with: All Internal Users
  - Access Level: Read Only
4. Save your changes.
Upload a sample decision table CSV files.
1. Add product and pricing data.
2. Add a new product category.
3. Configure decision tables by using CatalogCategoryConfigDT, AttributeBindingDT, ServiceProductConfigDT, TariffAttributeConfigDT, and ConsumptionParamDT template. See Configure Product Page and Decision Tables.
Configure the Product Discovery pricing procedure.
Configure the Product Discovery settings.
1. From Setup, in the Quick Find box, enter Product Discovery Settings, and then select Product Discovery Settings.
2. Turn on Select Pricing Procedure.
3. Select the Product Discovery Pricing Procedure that you created.
Create the B2C pricing procedure.
Create a procedure plan definitions.
Set up the Tariff Comparison screen flow.
Add the Quick action to the Account and Quote page layout.