---
schema_version: "1"
id: 6e6f28ad650a657032e99a2ccda79c5f21bfa19773546c0e761ddfe485aff1db
title: Workflow for Creating a Calculation Procedure (Managed Package)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_workflow_for_creating_a_calculation_procedure.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_workflow_for_creating_a_calculation_procedure.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cb7e2b2cd2dcc22dc213d75fdb2dc38e3aecb5af9029249400590efcbb851ccc
description: For the managed package runtime, to create a calculation procedure, you set up the overall configuration, add variables and constants, add steps, and test.
products:
  - Omnistudio
release: "264"
---
# Workflow for Creating a Calculation Procedure (Managed Package)

For the managed package runtime, to create a calculation procedure, you set up the overall configuration, add variables and constants, add steps, and test.

![Managed Package app icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-omnistudio_for_managed_packages-264-0-0-production-enus/aa2554ec-624a-4ee6-8da4-6435670e6e62/resources-global/_corporate/images/managedpackageicon.png) This information is for Omnistudio for Managed Packages. For Omnistudio on standard runtime, see [Omnistudio Help](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_standard.htm&language=en_US).

1. [Set Up a Calculation Procedure (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_set_up_a_calculation_procedure.htm&release=264.0.0&type=5 "For the managed package runtime, before you can create calculation procedure steps, you must configure the calculation procedure as a whole.").
2. [Add Variables and Constants (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_variables_and_constants.htm&release=264.0.0&type=5 "For the managed package runtime, all calculation procedures require constants, variables, or both.").
3. [Add Calculation Steps (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_calculation_steps.htm&release=264.0.0&type=5 "For the managed package runtime, a calculation step includes one or more mathematical operations and/or functions.").
4. [Add Matrix Lookups (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_matrix_lookups.htm&release=264.0.0&type=5 "For the managed package runtime, a matrix lookup step calls a calculation matrix, supplying input to the matrix and returning its output.").
5. [Add Aggregation Steps (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_aggregation_steps.htm&release=264.0.0&type=5 "For the managed package runtime, if the input to the calculation procedure is an array—for example, multiple family members are applying for insurance and want to view the total premium—the calculation procedure runs for each input. Using an aggregation step, you can aggregate the procedure results and execute additional calculations on the aggregated result.").
6. [Test a Calculation Procedure (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_test_a_calculation_procedure.htm&release=264.0.0&type=5 "For the managed package runtime, we recommend that you use the Simulator tab to test the calculation procedure you just created before going on to create other calculation procedures, Integration Procedures, or Omniscripts.").

- **[Set Up a Calculation Procedure (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_set_up_a_calculation_procedure.htm&release=264.0.0&type=5)**  
    For the managed package runtime, before you can create calculation procedure steps, you must configure the calculation procedure as a whole.
- **[Add Variables and Constants (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_variables_and_constants.htm&release=264.0.0&type=5)**  
    For the managed package runtime, all calculation procedures require constants, variables, or both.
- **[Add Calculation Steps (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_calculation_steps.htm&release=264.0.0&type=5)**  
    For the managed package runtime, a calculation step includes one or more mathematical operations and/or functions.
- **[Add Matrix Lookups (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_matrix_lookups.htm&release=264.0.0&type=5)**  
    For the managed package runtime, a matrix lookup step calls a calculation matrix, supplying input to the matrix and returning its output.
- **[Add Aggregation Steps (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_add_aggregation_steps.htm&release=264.0.0&type=5)**  
    For the managed package runtime, if the input to the calculation procedure is an array—for example, multiple family members are applying for insurance and want to view the total premium—the calculation procedure runs for each input. Using an aggregation step, you can aggregate the procedure results and execute additional calculations on the aggregated result.
- **[Test a Calculation Procedure (Managed Package)](https://help.salesforce.com/s/articleView?id=xcloud.os_test_a_calculation_procedure.htm&release=264.0.0&type=5)**  
    For the managed package runtime, we recommend that you use the Simulator tab to test the calculation procedure you just created before going on to create other calculation procedures, Integration Procedures, or Omniscripts.