Is it possible to replicate Salesforce pricing model with standard functionality?

Question

I'm curious if it's possible to replicate the Salesforce pricing model using standard functionality like Products, Price Books, and Schedules (Quantity and Revenue).  And can this be done WITHOUT any custom fields or workflows?  i.e. standard functionality can handle this. So the list price would be the per User per month price, but would be billed for the year all at once (with pro-rating if necessary).  It seems like there are two quantities here:  the number of Users and the number of months.  And then an annual revenue period.

Ed Ruzol · Answer

Hi Steve,

You may try using Quantity and Revenue schedules. You can set the quantity depending on the number of user and schedule the revenue yearly.

You may check the documentation below for more information:

https://help.salesforce.com/articleView?id=products_schedules_def.htm&type=5

Thanks!

Is it possible to replicate Salesforce pricing model with standard functionality?

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