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Set Up Tariff Comparison with AI Tools

Use these steps to set up tariff comparison with Claude or Agentforce Vibes and the Salesforce CLI.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions

Before you begin, confirm that Claude or Agentforce Vibes and the Salesforce CLI are installed and that the agent is connected to your org as an authenticated admin user with the required permissions. See Requirements.

  1. Read the org state and confirm prerequisites.

    Let the agent read the org state for Sales for Energy & Utilities Cloud, Tariff Comparison, permissions, pricing, and context service prerequisites before changing any configuration.

  2. Turn on Sales for Energy & Utilities and Tariff Comparison.
    1. Let the agent turn on Sales for Energy & Utilities.
    2. Let the agent assign admin and standard-user permissions for tariff comparison operations.
    3. Let the agent configure sharing settings and validate Revenue Management dependencies.
    4. Let the agent turn on the tariff comparison feature under Sales for Energy & Utilities Cloud.
  3. Configure the dependency stack.
    1. Let the agent configure the named credential, then set up the external service by using its API specification.
    2. Let the agent add the required fields and related lists to the Product page layout.

      Product page layout - fields to add

      • Availability Date
      • Based On
      • Configure During Sale
      • Discontinued Date
      • Display URL
      • End Of Life Date
      • Usage Model Type
      • Is Assetizable
      • Product Type
      • Specification Type
      • Sell only with other products
      • Unit of measure

      Product page layout - related lists to add

      • Categories
      • Inherited Attributes
      • Overridden Inherited Attributes
      • Product Selling Model Options
      • Parent Products
    3. Let the agent create the decision tables from templates or CSV.
    4. Let the agent activate the standard price book.
  4. Verify the end state.

    Have the agent verify the feature toggles, user access, external integration, product and pricing data, and context and pricing prerequisites.

    • Sales for Energy & Utilities Cloud enabled
    • Revenue Management enabled
    • Salesforce Pricing enabled
    • Quote settings enabled
    • Order settings enabled
    • Context Service enabled
    • Product Record Types created
    • Activate Order permission set created
    • Product Specification Types and record type created
    • Tariff Comparison enabled
    • Admin and standard-user permissions assigned
    • Sharing settings validated
    • Named credential and external service tested
    • Distribution Area field visible where required
    • Decision tables created and active
    • Price book active
    • Digital Experience enabled
    • Standard User profile created
    • Standard User created and required permission set assigned
    • Integration user created and required permission set assigned
    • Named credentials and external service setup done