Revenue Cloud automates product pricing and discount management, enabling consistent pricing calculations across sales transactions. This guide details how Alfa Tech Solutions configures volume and attribute-based discounts for the Vivo T4 Lite mobile phone using Salesforce Revenue Cloud Advanced. Key components include pricing procedures, adjustment schedules, and context definitions. The steps outline creating price adjustments, refreshing decision tables, and testing discounts on quotes, ensuring a streamlined process for applying discounts based on quantity and product attributes.
Revenue Cloud helps businesses automate product pricing and manage discounts according to their sales requirements. Salesforce Revenue Cloud supports structured pricing calculations, allowing organizations to apply pricing rules consistently across supported sales transactions.
Revenue Cloud Advanced (RCA) provides pricing capabilities that help businesses manage product prices, volume discounts, and attribute-based adjustments. Pricing procedures bring these elements together in an ordered process, reducing manual calculations during quote creation.
In this guide, we will walk through how Alfa Tech Solutions configures volume and attribute-based discounts for the Vivo T4 Lite mobile phone. We will cover price adjustment schedules, decision tables, pricing procedures, and quote testing using the existing configuration steps.
Understanding Pricing Components in Revenue Cloud Advanced
Before configuring the discounts, it is useful to understand the main pricing components involved in the process.
What Is a Pricing Procedure?
A Pricing Procedure is an ordered set of pricing steps that Salesforce executes to calculate a product’s price. Each element performs a specific task, and the results are passed through the pricing process until Salesforce calculates the final price.
For example, a pricing procedure can follow this sequence:
- Start with the product’s list price.
- Check whether a price adjustment applies.
- Apply the volume discount when the quantity matches the configured range.
- Continue with other pricing elements, such as additional adjustments or taxes, when included in the pricing model.
- Return the final calculated price.
Why use a Pricing Procedure?
- Keeps pricing logic in a clear, ordered process.
- Makes pricing easier to understand and maintain.
- Supports different pricing methods, including price adjustments and volume-based discounts.
- Reduces manual discount calculations during quoting.
- Provides consistent pricing results across supported sales transactions.
What Is a Price Adjustment Schedule?
A Price Adjustment Schedule defines a reusable pricing adjustment pattern. For volume discounts, the schedule identifies the adjustment framework, while the related Price Adjustment Tier records contain the applicable quantity ranges and discount values.
This arrangement allows Salesforce to use the configured adjustment information during pricing calculations.
Types of Price Adjustment Schedules
Revenue Cloud Advanced provides different price adjustment types for different pricing requirements.
- Standard Attribute Based Adjustment: Adjusts the product price based on specific product attributes or attribute values.
- Standard Bundle Based Adjustment: Adjusts the price based on the products or components included in a bundle.
- Standard Price Adjustment Tier: Applies different price adjustments based on defined quantity or range tiers.
- Standard Tier Based Adjustment: Applies a specific adjustment when the transaction falls into a configured pricing tier.
- Standard Volume Based Adjustment: Applies a price adjustment based on the total quantity purchased, such as a volume discount.
What Is a Context Definition?
A Context Definition specifies the sales transaction information available to the pricing procedure during price calculation.
In this example, Rev_SalesTransactionContext provides the transaction details required by the pricing procedure to calculate the correct price and apply discounts.
In simple terms, it defines the information available to the pricing procedure while calculating the price.
What Is a Lookup Table?
A Lookup Table stores values that the pricing procedure uses during pricing calculations. It helps retrieve the appropriate price or adjustment based on specific product or transaction details.
This allows Salesforce to apply the relevant pricing values automatically using the configured lookup information.
Business Scenario: Alfa Tech Solutions
Alfa Tech Solutions sells the Vivo T4 Lite mobile phone and wants to offer automatic discounts based on purchase quantity and product color.
The business requirements are:
- Volume Discount: Customers who purchase more than 15 Vivo T4 Lite mobile phones receive a 12% discount.
- Attribute Discount: Customers who select the Black color receive an additional 5% discount.
Using Salesforce Revenue Cloud and Revenue Cloud Advanced, Alfa Tech Solutions can configure both discounts through a pricing procedure. The volume discount evaluates the purchase quantity, while the attribute discount uses the selected product color.
Steps to Configure Volume and Attribute-Based Discounts
The following steps use the existing configuration sequence to create the adjustment records, refresh the decision tables, configure the pricing procedure, and test the discounts on a quote.
Step 1: Create a Volume Price Adjustment Tier
- Go to the App Launcher, search for Price Management, and select the Price Management app.
- In the Price Management app, open Price Adjustment Schedules.
- From the list view, select All Price Adjustment Schedules.
- Find and open Standard Volume Based Adjustment.
- Open the Price Adjustment Tiers related list and click New to create a new tier.
- Click Save.
Step 2: Refresh the Volume Discount Decision Table
- Go to Setup.
- In the Quick Find search box, search for Decision Tables.
- Open Decision Tables.
- Select Volume Discount Entries.
- Click Refresh.
- Wait for the refresh to complete.
- Navigate to App Launcher â Lookup Tables â All Decision Matrices â Volume Discount Entries to verify the updated tier data.
Step 3: Create an Attribute-Based Price Adjustment
- In the Price Management app, open Price Adjustment Schedules.
- From the list view, select All Price Adjustment Schedules.
- Find and open Standard Attribute Based Adjustment.
- Open the Attribute Based Adjustment related list and click New to create a new adjustment.
- Click Next.
- Click Save.
Step 4: Refresh the Attribute Discount Decision Table
- Go to Setup.
- In the Quick Find search box, search for Decision Tables.
- Open Decision Tables.
- Select Attribute Discount Entries.
- Click Refresh.
- Wait for the refresh to complete.
- Navigate to App Launcher â Lookup Tables â All Decision Matrices â Attribute Discount Entries to verify the updated data.
Step 5: Create a Pricing Procedure
- In the Price Management app, select Pricing Procedures and click New.
- Enter Demo Pricing Procedure in the Name field.
- Select Pricing as the Usage Type.
- Select Rev_SalesTransactionContext as the Context Definition.
- Click Save.
- Open Demo Pricing Procedure V1 under Pricing Procedure Version 1.
Step 6: Add and Configure the Pricing Setting
- In the Pricing Procedure Builder, click the + icon.
- Search for Pricing Setting and select it.
- Configure the input variables:
- Line Item â LineItem
- Is Derived â Select the required Boolean variable.
- Contract Id â ContractId, if applicable.
- Configure the output variables:
- Price Waterfall â PriceWaterfall
- Net Unit Price â NetUnitPrice
- Subtotal â Subtotal
- Click Save.
Step 7: Configure the Price Book Entries Element
- Select the Price Book Entries pricing element.
- Under Lookup Table Details, select Price Book Entries V2.
- Configure the input rule variables:
- Product â Product
- Price Book â PriceBooks
- Product Selling Model â ProductSellingModel
- Configure the output rule variables:
- Price Book Entry ID â ItemPricebookEntry
- Is Derived â Leave blank or unselected.
- Configure the input variables:
- Quantity â LineItemQuantity
- List Price Field â Select the constant for the Unit Price or Price Book Entry field (Constant_UnitPrice_Price_Book_Entry_…).
- Configure the output variables:
- List Price â NetUnitPrice
- Subtotal â ItemNetTotalPrice
- Click Save.
Step 8: Add and Configure the Volume Discount
Retrieve the volume adjustment schedule ID
- Go to Price Adjustment Schedules.
- Open Standard Volume Based Adjustment.
- Copy the record ID from the URL.
- Return to the Pricing Procedure Builder.
- Open Resource Manager.
- Click Add Resource.
Configure the Volume Discount element
- In the Pricing Procedure Builder, click the + icon.
- Search for Volume Discount and select it.
- Under Lookup Table Details, select Volume Discount Entries.
Configure the input rule variables
- Price Adjustment Schedule â VolumePriceAdjustmentScheduleId
- Lower Bound â LineItemQuantity
- Upper Bound â LineItemQuantity
- Product â Product
- Product Selling Model â ProductSellingModel
- Effective From â EffectiveFrom
- Effective To â EffectiveFrom
Configure the output rule variables
- Tier Type â Select the required Tier Type variable.
- Tier Value â Select the required Tier Value variable.
Configure the input variables
- Quantity â LineItemQuantity
- Input Unit Price â ListPrice
- Tier Type Field â Select the Tier Type constant.
- Tier Value Field â Select the Tier Value constant.
Configure the output variables
- Net Unit Price â NetUnitPrice
- Subtotal â ItemNetTotalPrice
- Click Save.
Include the element in the output
- Open the Element Details âī¸ icon.
- Select the Include in Output checkbox.
- Open the Expression Set Properties âī¸ icon.
- Enter 1 in the Rank field.
- Save the changes.
Step 9: Add and Configure the Attribute Discount
Retrieve the attribute adjustment schedule ID
- Go to Price Adjustment Schedules.
- Open Standard Attribute Based Adjustment.
- Copy the record ID from the URL.
- Return to the Pricing Procedure Builder.
- Open Resource Manager.
- Click Add Resource.
Configure the Attribute-Based Price element
- In the Pricing Procedure Builder, click the + icon.
- Search for Attribute-Based Price and select it.
- Under Lookup Table Details, select Attribute Discount Entries.
Configure the input rule variables
- Price Adjustment Schedule â AttributePriceAdjustmentSchedule
- Product â Product
- Product Selling Model â ProductSellingModel
- Effective From â EffectiveFrom
- Effective To â EffectiveFrom
Configure the input variables
- Attribute Name â Attribute
- Attribute Value â AttributeValue
- Quantity â LineItemQuantity
- Is Price Impacting â PriceImpactingAttribute
- Input Unit Price â NetUnitPrice
- Adjustment Type Field â Select the Adjustment Type constant.
- Adjustment Value Field â Select the Adjustment Value constant.
Configure the output variables
- Net Unit Price â NetUnitPrice
- Subtotal â ItemNetTotalPrice
- Click Save.
Include the element in the output and activate the procedure
- Open the Element Details âī¸ icon.
- Select the Include in Output checkbox.
- Save the pricing procedure.
- Activate the pricing procedure.
Step 10: Add the Pricing Procedure to Pricing Setup and Revenue Settings
Configure Pricing Setup
- Click the Setup icon âī¸.
- In the Quick Find search box, search for Pricing Setup.
- Open Pricing Setup.
- Under Select a Pricing Procedure, select the pricing procedure you created.
- Click Save.
Configure Revenue Settings
- In the Quick Find search box, search for Revenue Settings.
- Open Revenue Settings.
- Scroll to the Set Up Salesforce Pricing section.
- Select the pricing procedure you created.
- Click Save.
Step 11: Create a Quote
- Create a Lead.
- Convert the lead.
- Open the Opportunity created from the converted lead.
- Select the Related tab.
- Scroll to the Quotes section.
- Click New Quote.
- Enter the required quote details.
- Click Save.
Step 12: Add a Product to the Quote
- Open the Quote.
- In the right-side panel, click Browse Catalog.
- Select the required product.
- Add the product to the quote.
- Review the product details.
- Save the quote.
Step 13: Apply Volume and Attribute Discounts
- Open the quote line item.
- Update Product Quantity to 16.
- Open Configure for the selected product.
- Select Black as the product color.
- Click Save.
- Hover over Net Unit Price to view the applied discounts.
- Verify the displayed pricing details for the 12% volume discount and the 5% attribute discount.
Conclusion
Revenue Cloud Advanced helps businesses automate pricing calculations and manage discounts based on purchase quantities and product attributes. In this example, Alfa Tech Solutions uses a pricing procedure to evaluate the volume and color conditions for the Vivo T4 Lite mobile phone.
Salesforce Revenue Cloud supports consistent pricing calculations and reduces the need for manual adjustments during quote creation. Additionally, Salesforce partner like HIC Global Solutions can help businesses configure pricing procedures, review adjustment logic, and align the implementation with their requirements. These capabilities make Revenue Cloud Advanced a useful option for organizations managing flexible product pricing strategies.
Frequently Asked Questions
Revenue Cloud Advanced helps businesses manage product pricing, pricing procedures, volume discounts, and attribute-based price adjustments within Salesforce.
Pricing procedures execute an ordered set of pricing steps to calculate product prices, apply configured discounts, and determine the final price for a quote.
Businesses can configure volume discounts using Price Adjustment Schedules, Price Adjustment Tiers, decision tables, and pricing procedure elements that apply discounts based on purchase quantity.
Yes. A pricing procedure can evaluate both purchase quantity and product attributes to apply the configured discounts during quote pricing.
A Salesforce partner like HIC Global Solutions can help configure pricing procedures, set up adjustment rules, validate discount calculations, and align Revenue Cloud implementation with business requirements.
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