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Configure Pricing Procedure for Work Order Estimation

Pricing procedures use pricing elements where each element forms a step in a pricing procedure.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability.
User Permissions Needed
To set up Salesforce Pricing Salesforce Pricing admin AND Salesforce Pricing Manager AND Salesforce Pricing Design Time User

Follow these steps to create a pricing procedure.

  1. From the App Launcher, find and select Pricing Procedures.
  2. Click New.
  3. Specify these details.
    1. Name: Enter Work Order Est Default Pricing Procedure.
    2. API Name: Gets auto populated.
    3. Usage Type: Select Pricing.
    4. Context Definition: Select the default value WorkEstimationCoveragesContext, or a custom context definition that you created.
    Note
    Note Make sure the pricing procedure name matches exactly as specified in this step. If you need to use a different pricing procedure name, refer to Use Salesforce Pricing with Custom Pricing Procedure for Work Order Estimation.
  4. Click Save.
    The priciing procedure is created.
  5. On the Details tab, in the Pricing Procedure Versions section, click the first version of the pricing procedure. For example, Work Order Est Default Pricing Procedure V1.
    Pricing Procedure Builder opens in a new tab.