---
schema_version: "1"
id: ffdc6b7e46170cfe4d13fd5cbaf59542570b7617822bc549f7e6aaa3a1e6f280
title: Manual Setup Tasks for Tariff Comparison
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_manual_setup_tasks_tariff_comparison.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_manual_setup_tasks_tariff_comparison.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ae8e86d2b3f7286bdeb3ccb93345817387f7d6c503fc02869fd1bdd9bdcf257c
description: After running the automated setup for tariff comparison, complete these remaining manual tasks in Setup and the App Launcher to finalize your configuration.
products:
  - Energy and Utilities
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

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

1. [Enable contacts to multiple accounts](https://help.salesforce.com/s/articleView?id=sales.shared_contacts_set_up.htm&language=en_US).
2. 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.
3. [Clone and activate flows](https://help.salesforce.com/s/articleView?id=ind.energy_activate_the_energy_service_flows.htm&language=en_US).
4. 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.
5. Upload a sample decision table CSV files.
    1. [Add product and pricing data](https://help.salesforce.com/s/articleView?id=ind.ene_add_product_pricing_data.htm&language=en_US).
    2. [Add a new product category](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_add_product_category.htm&language=en_US).
    3. Configure decision tables by using CatalogCategoryConfigDT, AttributeBindingDT, ServiceProductConfigDT, TariffAttributeConfigDT, and ConsumptionParamDT template. See [Configure Product Page and Decision Tables](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_page_decision_tables.htm&language=en_US).
6. [Configure the Product Discovery pricing procedure](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&language=en_US).
7. 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.
8. [Create the B2C pricing procedure](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&language=en_US).
9. [Create a procedure plan definitions](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_context_definitions_pricing_procedures.htm&language=en_US).
10. [Set up the Tariff Comparison screen flow](https://help.salesforce.com/s/articleView?id=ind.energy_clone_and_activate_tariff_comparison_flow.htm&language=en_US).
11. Add the Quick action to the Account and Quote page layout.