Create Context Rules for Price List Entries
Learning Objectives
After completing this unit, you’ll be able to:
- Explain the implications of using the TightestMatchInterface.
- Assign the new accounts rule set to a price list entry.
The TightestMatchInterface
In the last unit, you created rules to control which price list displays in the Cart. Now, you create rules and apply them to price list entries to ensure that each customer sees the right price. In doing so, you enter the world of multiple price list entries for a single product.
In the Interface Implementations for Industries CPQ Rules Trailhead module, you learned about the primary interfaces and implementations used by the context rules framework. One is the TightestMatchInterface, which determines which price list entry takes precedence if the customer is eligible for multiple qualified price list entries. This interface includes two implementations: the TightestMatchServiceImplementation and the FirstMatchImplementation.
The TightestMatchServiceImplementation uses condition weights to determine which price list entry to select. To learn more about condition weights, refer to Salesforce Help: Condition Weights.
Make sure the TightestMatchServiceImplementation is your org's default and active implementation. To check, open the TightestMatchInterface under Interface Implementations.
Here, notice that two implementations are listed, and the TightestMatchServiceImplementation is the active and default implementation.
Only one implementation can be active for each interface in an org.
Context Rules for Price List Entries
The Sales team at Infiwave wants to increase the sales of Infiwave Phone 8. They ask Eliza, our CPQ developer, to create a special price for Infiwave Phone 8, which is available only to new customers. Eliza is slightly caught up with other CPQ tasks and asks for your help.
Earlier in this module, you created a rule set for new accounts that you applied to a promotion. Context rules are reusable, so you can easily apply the same rule set to a price list entry for the Infiwave Phone 8.
- From the App Launcher, find and select Vlocity Product Designer.
- From the navigation menu, select Products.
- Change the list view to All.
- In the search bar, search and open Infiwave Phone 8.
- In the PRICING workspace of the Infiwave Phone 8 product, click New Price.
- In the ADD PRICE pane, ensure that the Active slider is on.
- Set the new price details:
- Price List: B2C Price List
- Display Name:
New $549.99 - Amount:
549.99
- Start Date: today’s date.
- Click Done.
After adding a new price list entry for Infiwave Phone 8, apply the New Accounts Rule Set to this entry to make it available only for new customers.
- Under Rules, in the Quick Add section on the right, drag the New Accounts Rule Set and drop it in the Rules column of the new price.
The New Accounts Rule Set is shown in the RULES column of the new price list entry.
Test the Rule in the Cart
It’s good practice to test everything before signing off. To ensure the context rule is working, create a new order for Carole White. Earlier in this module, you updated Carole White’s account status from Active to New, so you can continue to use her account to test the rule in the Cart.
In the Cart workspace of the order, click + Add Products to open the Catalog Preview. In the Catalog Preview pane, ensure the B2C Price List is selected, search for Infiwave Phone 8, and add it to the Cart.
Notice that the $549.99 price list entry overrides the list price. Select Adjust Price from the Infiwave Phone 8 action menu for a better behind-the-scenes picture.
You can see two prices: the original Base Price of $699.99 and the new account Base Price of $549.99. In this example, the two price list entries have equal weight, so both were returned. However, because the TightestMatchService implementation must choose a price, it chose the most recently created price list entry, which is $549.99.
Wrap Up
Congratulations! Throughout this module, Eliza (and you) used all-powerful context rules to solve various challenges at work. Now, it’s easy for Infiwave to define product and pricing behaviors to meet business goals. The best part is that Infiwave sales are way up.
Thanks to Industries CPQ and context rules, your customers can also enjoy personalized experiences as they view products, promotions, and pricing that are just right for them.
Resources
- Practice Guide: Create Context Rules for Price Lists Entries
- Trailhead: Interface Implementations for Industries CPQ Rules
- Salesforce Help: Condition Weights