Meet scale requirements and unblock your core multisite quoting journeys by calculating recipient-level prices in batches. The recipient-level pricing capability invokes the Configure API in batches instead of the Place Sales Transaction (PST) API directly. This batch processing helps you avoid platform guardrails and transaction limits.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions |
The action creates a separate quote line recipient price record for each site in the group and calculates pricing based on the selected attributes and estimated consumption. The quantity and total price fields on the quote line item are updated with the aggregated values from all recipient-level calculations, while the unit price field is updated with the average of the prices calculated for each recipient.
This approach differs from the Split API approach, where recipient-level pricing was stored directly on the quote line item.
Here are some of the considerations for calculation of the recipient price.
- Because recipient-level information isn't propagated from quote to order records, you can't use this feature for scenarios that require order creation. It's intended for commodity products where the business flow completes at the energy service agreement stage.
- If the PST API is invoked after recipient prices are calculated, the computed prices are reset. This reset occurs because the PST API evaluates all line items and recalculates pricing during its execution, overwriting the batched values. Sales reps must re-run the Calculate Recipient Prices action whenever this occurs.
- Activate the Calculate Recipient Prices Flow
Make the recipient pricing flow available to your users by cloning and activating the provided template. - Add the Calculate Recipient Prices Action to Quotes
Help sales reps calculate recipient prices directly from a quote by adding your active flow as a quick action on the quote page layout. - Update the Constraint Model
Support your core multisite quoting journeys by refreshing your CML code. Authenticate your Salesforce org and run the provided script to make sure your configurations are up to date. - Activate the Setup Energy Agreement From Quote Flow
Enable users to seamlessly generate agreements by cloning and activating the managed-installed flow template. - Add the Quote Recipient Prices Tab to the Quote Page
Give reps easy access to recipient pricing data by adding a custom tab directly to the quote Lightning record page.