In Salesforce Revenue Cloud, it’s common to tailor pricing based on product attributes selected at the quote line level. This guide walks you through a real-world scenario of modifying product pricing based on an attribute value using Attribute-Based Price Adjustments.

Scenario Overview

We are configuring a Coffee Machine product where the price is adjusted based on the selected machine size.

Attribute: Machine Size Available Values:

  • Machine High
  • Machine Medium
  • Machine Low

In this example, when the Machine High option is selected, the system should apply a $5 reduction on the product’s base price.

Step-by-Step Configuration

Step 1: Create a Price Adjustment Schedule

  1. Navigate to App Launcher > Price Management > Price Adjustment Schedules.
  2. Click New to create a new adjustment schedule.
  3. Fill in the required fields: Product: Coffee Machine, Product Selling Model: Term-based Monthly, Adjustment Type: Amount, Adjustment Value: 5, Effective Date: A date before today.
  4. Click Next.
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Step 2: Define Attribute-Based Condition

  1. In the condition section: Set Operator to Equal Choose Value as Machine High
  2. Click Save.
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Step 3: Set Price Impacting Flag on Attribute

  1. Go to Coffee Machine > Related > Inherited Attributes.
  2. Open the record associated with Machine Size.
  3. Ensure the Is Price Impacting checkbox is checked.
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Step 4: Sync Pricing Data

To apply the adjustment configuration:

  1. Navigate to Setup > Home > Salesforce Pricing Setup.
  2. Click the Sync Pricing Data button.
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Final Testing on Quote

Case 1: No Attribute Selected

  • Add the Coffee Machine product to a quote line.
  • Do not select any Machine Size value.
  • Result: The base price (e.g., $25) remains unchanged.
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Case 2: Machine High Attribute Selected

  • Select Machine High in the Machine Size attribute.
  • Result: The price drops from $25 to $20 due to the $5 discount.
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Conclusion

By leveraging Attribute-Based Adjustments in Salesforce Revenue Cloud, you can easily configure pricing logic that reflects customer-selected options-creating a more dynamic, tailored quoting experience.