Pricing procedures, decision tables and price adjustments
Where each pricing procedure is selected, how to clone a template and build a procedure from pricing elements, how versions, rank, Include in Output and variable mappings behave, when to refresh decision tables, and which price adjustment schedule fits a customer pricing rule.
Configure and apply pricing procedures to customer-specific business cases.
~8 min read · 18 practice questions ·
What the exam expects
- Select the right pricing procedure on the right settings page for catalog browsing, quotes and orders, and headless calls.
- Clone a template or build a custom procedure, meeting its prerequisites and date rules, with the right permission sets.
- Assemble pricing elements and map their variables, set version rank and Include in Output, and control the price waterfall.
- Keep decision tables current and activate procedures safely after table changes.
- Choose a price adjustment schedule (tiers, attribute based, bundle based) for a customer-specific pricing rule.
Key terms: pricing procedure (Salesforce Pricing expression set with usage type Pricing that calculates prices); pricing element (a step such as List Price, Volume Discount, Manual Discount or Aggregate Price); decision table (lookup that an element reads, such as Price Book Entries); rank (picks among enabled versions); price adjustment schedule (tier, attribute or bundle rules that adjust prices).
Key facts
- Detail
- Revenue Settings, Set Up Salesforce Pricing
- Detail
- Salesforce Pricing Setup
- Detail
- Not executable; clone with Save As
- Detail
- Later than the context definition's Effective From
- Detail
- Initial version is blank; add elements and decision tables
- Detail
- Salesforce Pricing Design Time User; use them with Run Time User
- Detail
- Highest rank among matching enabled versions
- Detail
- Include in Output not selected on any element
- Detail
- Not supported by Quotes in Revenue Management
- Detail
- Minor change, save, then activate
- Detail
- Product, Price Book, Product Selling Model
- Detail
- Price Adjustment Tiers, Attribute Based, Bundle Based
Sources for this section (4)
- Why does a pricing element that reads a local list variable too early get an empty value?
- When can't you exclude an element from the price waterfall?
- Why do you usually not map Net Unit Price and Subtotal on the Pricing Setting element?
- What does Input Unit Price map to on the Volume Discount element in Help's Laptop Sales example?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 25 lessons of the Revenue Management Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Practice exams purchase adds inline bank questions and topic practice (18 questions for this lesson)
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