---
schema_version: "1"
id: 0f23db203b2191641e47628e81ba86d59f9be86b5e9b37aa8ab7bbdcd9ffac60
title: Create a Pricing Search Strategy
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/ppp_create_search_strategy.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.ppp_create_search_strategy.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1dde93445fc8c759d0683b6d5523f6eb50384b931b972e1812a9c70dbcdbd374
description: Configure the prioritized sequence of search steps used to look up pricing conditions.
products:
  - Manufacturing
  - Automotive
  - Consumer Goods
release: "264"
---
# Create a Pricing Search Strategy

Configure the prioritized sequence of search steps used to look up pricing conditions.

### 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> and <strong>Unlimited</strong> Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with <a href="https://help.salesforce.com/s/articleView?id=xcloud.ppp_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Confirm the editions, add-on licenses, and organization-level permissions required before you configure or use Penny Perfect Pricing.">required add-ons</a>.</td></tr></tbody></table>

A pricing search strategy is a set of key attribute combinations that determine pricing conditions. The search strategy assigned to a pricing specification defines how condition lookups execute from most specific (for example, customer-specific rate) to least specific (base price fallback).

1. Create the Search Strategy.
    1. From the **App Launcher**, find and select **Pricing Search Strategy**, and then click **New**.
    2. Enter a **Name**.
    3. Select a **Context Definition**.
    4. Optionally, search for and select an **Internal Organization Unit**.
    5. Click **Save**.
2. Add Search Strategy Steps.
    
    A search strategy consists of steps processed in a defined sequence. Strategy steps link key types to the search strategy.
    
    1. Select the newly created pricing search strategy.
    2. Click the **Expression Set Versions** link to open the Business Rules Engine builder.
    3. In the builder, add a **Pricing Search Strategy Step**.
    4. Provide the step configuration details:
        
        - **Pricing Key Type:** Select the applicable Pricing Key Type.
        - **Search Sequence:** Enter a numeric sequence value (for example, 10). Lower sequence numbers execute first.
        - **Account Role Type:** Select the account role type (for example, Orderer).
        - **Account Hierarchy Level:** Select the account hierarchy level (for example, CustLevel1).
        - **Product Hierarchy Level:** Select the product hierarchy level (for example, ProdLevel1).
        - **Exclusive:** Optionally check this box to indicate this step should be evaluated exclusively of other steps.
    5. Click **Save**, and then click **Activate** to make the search strategy available.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-penny_perfect_pricing-264-0-0-production-enus/8ac1130d-00eb-4b6b-ba82-4b09e6f166a0/images/icon_note.png)

Note The platform doesn't validate that a Search Strategy Step's **Pricing Key Type** belongs to the same Internal Organization Unit (IOU) as the Search Strategy itself. A step can reference a Key Type scoped to a different IOU and still save and activate without error or warning — but this can cause External Pricing Key Value lookups to resolve against the wrong IOU, or fail to resolve at runtime. Before saving a step, confirm the selected Pricing Key Type's IOU matches the strategy's own IOU.