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Load Pricing Data from a Backend ERP System

Export pricing condition data from an ERP system and consolidate it for runtime pricing lookups — the load-and-consolidate procedure shared by the pricing scenarios in this section.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions in Manufacturing Cloud, Automotive Cloud, and Consumer Goods Cloud, with required add-ons.

Each pricing scenario in this section uses this same load-and-consolidate procedure. In production, you typically export this data from a backend ERP system (for example, SAP) as CSV rather than entering it by hand.

  1. Export pricing condition data from your ERP system as CSV, mapping the required fields: Merged Key Value (or individual key values), Pricing Value, Currency, Valid From, Valid To — plus Tier Threshold Value for scale/tier records.
  2. From Setup, in Quick Find, enter Data Loader, and select Data Loader. Click Insert, and select External Pricing Key Value (standard conditions) or External Pricing Key Value Tier (scale/tiered conditions). Select your CSV, map the fields, and complete the import.
  3. From Setup, in Quick Find, enter Data Processing Engine, and select Data Processing Engine.
  4. Locate the External Pricing Key Value Consolidation job definition. This job ships as a packaged definition and can't be edited or deactivated directly. Select Save As to create an editable copy, and configure its execution parameters: for the first run (full sync), set Last Sync Date to 1970-01-01T00:00:00Z; for subsequent runs (incremental sync), use the timestamp of the last successful run. Unless you need this run to pick up records updated since then, use a timestamp earlier than those records' last-modified date instead.
  5. Click Save, then select Run Now.
  6. (Optional) To run this job automatically on a recurring basis, use Salesforce Flow to schedule it — running during off-peak hours is recommended. The Data Processing Engine builder doesn't include a native scheduling option for this job.
Important
Important The External Pricing Key Value Consolidation job must complete successfully before the system can retrieve newly loaded pricing data for order calculations.