You are here: / Pricing Rules

Product Rules & Pricing Rules in Agentforce Sales

Improve the performance of your sales team with CPQ for Salesforce Products.

  • Product-driven guidance and automation streamlines your sales process in real-time
  • Drive increases in your average order value through product recommendations and suggestions
  • Improve your quote velocity by accelerating getting line items onto opportunities and quotes through clever automation

In summary, a CPQ driven by Salesforce Products helps increase productivity, accuracy and profitability, with lots of helpful ways.  Check out the CPQ features you can rapidly implement in your Salesforce org.

Guided Selling Salesforce

Learn about Pricing Rules in Agentforce Sales

VOLUME PRICING & DISCOUNTS

  • Automatically adjust the price of a product as its quantity changes
  • Apply an automated discount to a line item as its quantity changes
  • Drive different quantity-based prices and discounts per Pricebook
Learn More
Get Support

PRICE-BREAKS / DISCOUNT TIERS

  • Set prices for products between defined quantity breaks
  • Apply an automated tiered discount as a line item’s quantity changes
  • Protect margins by discounting only quantities above defined tiers
Get Support

PRODUCT DATA TRANSLATIONS

  • Allow users to search for products using a local language
  • Translate standard Salesforce Product data into any language
  • Translated Line Item data easily connected to quotes

Learn More

PERCENTAGE PRICED PRODUCTS

  • Dynamically price of a product as a percentage of other line items
  • Uses adjust the percentage to automatically calculate a new price
  • Percentage calculation can be restricted to only defined line items
Get Support

FIXED BUNDLES / GIFT SETS

  • Define a product bundle that contains a fixed set of items
  • Allocate a price to the bundle, not the items within the bundle
  • The equivalent value of contents is saved for reporting analysis
Learn More
Get Support

DIMENSIONAL QUANTITIES

  • Automatically calculate a line item’s quantity using up to 3 dimensions
  • E.g. products priced by area or volume use square/cubic dimensions
  • Or for leases or subscriptions, set dimensions as quantity & duration
Get Support

DATED LIST PRICE ADJUSTMENTS

  • Prepare for PricebookEntry List Price changes in advance
  • Set a new List Price by either price or percentage adjustment
  • Set the date for the change to be automatically applied
Get Support

TIME-LIMITED DISCOUNTS

  • Automated discount applied when line item created between two dates
  • Ideal for alignment with seasonal marketing campaigns
  • Discount not applied before start date or after end date
Get Support

TIME-LIMITED AVAILABILITY

  • Allow a product to appear in search results between two dates
  • Ideal for alignment with seasonal product availability
  • Products do not appear before start date or after end date
Get Support

QUANTITY RATES & MULTIPLIERS

  • Allow prices to be set based on a quantity multiple (e.g. CPM for ads)
  • Automatic quantity adjustment ensures total price is correct
  • Define custom quantity multiples appropriate to your product range
Get Support

MANAGEMENT DISCOUNT PRODUCTS

  • Products that calculate as a negative percentage of line items
  • Managers add as line items and define the percentage
  • Users cannot change Management Discount line items
Get Support

PRODUCT EXCLUSIONS

  • Exclude products from search results without making inactive
  • Define products to be excluded from Account Discount
  • Set products to be excluded from Account Price Lists
Get Support

Get started with Product Rules and Pricing Rules in Salesforce Agentforce Sales by collaborating with a specialist today.

Flexpricer delivers Revenue Lifecycle, CPQ & Pricing Rules into Agentforce Sales, without the complexity or cost of a large-scale implementation. Learn how can help your sales team become more streamlined, efficient and accurate by booking a FREE discovery call with one of our friendly product experts to find out more.

COLLABORATE WITH A SPECIALIST