Hi everyone,
I’m working on a project with Sales Cloud and Revenue Cloud (AgentForce Revenue Management license, latest version) and I have a question about the Pricing Configuration.
I’d like to know if it’s possible to automatically synchronize prices between Salesforce’s Pricing Configuration and the product prices (Price Books / price lists), without having to manually update it every time there is a price change.
More specifically:
- Is there any native feature in Revenue Cloud / CPQ that enables this automatic price synchronization?
- If it’s not fully native, what is the best practice to keep prices always up to date in the Pricing Configuration (for example, using flows, triggers, APIs, or another recommended approach)?
If anyone has documentation, configuration examples, or can share how you handle this in your org, it would be very helpful.
Thanks in advance for your help!
#Trailhead Challenges
Hi Josiane Alves,
Yes, Revenue Cloud supports keeping pricing data up to date, but the synchronization is not simply an automatic two-way sync between Pricing Configuration and Price Books.
In Revenue Management, Price Book Entries are used as the source for product list prices, and the List Price pricing element retrieves the applicable price during pricing execution.
When pricing data used by decision tables changes, Salesforce provides a Sync Pricing Data operation to refresh the decision tables. Salesforce also documents a Scheduled Flow approach to automate this synchronization on a regular cadence.
Therefore, the recommended approach is:
- Maintain the product/list prices in the appropriate Price Books/Price Book Entries.
- Use the Pricing Procedure and List Price element to retrieve the applicable price.
- Sync pricing data when the underlying pricing information changes.
- If you need the synchronization to happen automatically, use a Scheduled Flow rather than relying on manual updates.
You generally wouldn't need a trigger just to keep the pricing decision tables synchronized; Salesforce provides the pricing-data sync capability and documents Scheduled Flow as the automation option.
If the synchronization is still not working as expected after configuring this, please provide more details about your Pricing Configuration and Price Book setup so we can investigate further. If the issue persists, please create a case with Salesforce Support.
Thanks!
