FlexPricer User Enablement and Licensing Guide

FlexPricer is licensed per user, which means that each user wishing to use any component in the FlexPricer package (e.g. pages, objects, fields etc.) needs to be allocated a license.

FlexPricer uses Permission Sets to grant access to fields and objects to FlexPricer users, managers and administrators. There are 3 FlexPricer Permission Sets with further details about them below the video.

  • FlexPricer (User)
  • FlexPricer (Manager)
  • FlexPricer (Admin)

Use the video below as a guide on how to set users up with licenses and permission sets. Please note that the version of FlexPricer used in this video is an early release in Salesforce Classic. The current version shows additional features and styling.

FlexPricer (User) Permission Set

  • This permission set should be used for all FlexPricer users that need access to read FlexPricer Price Control data that has already been set up.
  • Users with this permission set are able to read client pricing, volume pricing, matrix pricing and other price control fields and data, however they are not able to create these records.
  • A user with the FlexPricer (User) permission set can apply a Percentage Discount Product using the User Discount product.

FlexPricer (Manager) Permission Set

  • This permission set should be used for all FlexPricer users that need access to read, create, edit and delete FlexPricer Price Control data.
  • Users with this permission set are able to read, create, edit and delete client pricing, volume pricing, matrix pricing and other price control fields and data, however they are not able to enable these features on the FlexPricer Settings page.
  • A user with the FlexPricer (Manager) permission set can apply a Percentage Discount Product using the Manager Discount product.

FlexPricer (Admin) Permission Set

  • This permission set should be used for all FlexPricer Administrators that need to maintain the app.
  • Users with this permission set are able to read, create, edit and delete client pricing, volume pricing, matrix pricing and other price control fields and data AND able to enable these features on the FlexPricer Settings page.
  • A user with the FlexPricer (Admin) permission set can apply a Percentage Discount Product using both the User Discount and Manager Discount product.

Now you will be setup to use the FlexPricer app and will have the correct permission set depending on your role in using the app.
 

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