Metadata Type: PricingActionParameters
PricingActionParameters is a metadata type in Salesforce Revenue Cloud (CPQ) that defines the parameters passed into a Pricing Action, which is part of a pricing procedure and context definition. It enables administrators and developers to configure the behavior and input settings for pricing actions executed during quote and order calculations.
Overview
The PricingActionParameters metadata type was introduced in API version 60.0 and later. It represents the settings and values associated with a specific pricing action, allowing it to be configured via the Metadata API. This supports automation, version control, and CI/CD deployment of pricing logic components within Salesforce Revenue Cloud.:contentReference[oaicite:0]{index=0}
Key Features
- Definition of input parameters for a specific pricing action
- Association with a pricing procedure and context definition
- Support for customizable parameter values and defaults
- Deployable via Metadata API for consistent configuration across environments
Structure and Components
A PricingActionParameters metadata instance typically includes these elements:
- Pricing Action Name: Identifier for the Pricing Action being parameterized
- Context Definition: Reference to the context where this action runs (e.g., quote or order)
- Parameters: A list of key–value pairs specifying inputs such as effectiveDate, priceDimension, filters, or other action-specific settings
- Default Values: Optional default settings for parameters when values are not supplied at runtime
Deployment Considerations
When deploying PricingActionParameters metadata, it's important to consider:
1. Dependency Alignment
Ensure the referenced Pricing Action, context definitions, and procedures are present and deployed alongside the parameters to avoid broken references.
2. API Version Requirements
Use Metadata API version 60.0 or higher to include PricingActionParameters in your deployment package; earlier versions won’t recognize this type.:contentReference[oaicite:1]{index=1}
3. Parameter Validity
Verify that provided parameter values conform to the expected data types and allowed options defined by the action. Invalid values can cause deployment failures or runtime errors.
4. Permissions
The deployment user must have access to CPQ and Pricing Action setup permissions. Lack of permission can result in incomplete deployments.
5. Consistency with Runtime Execution
Verify that parameter values align with the pricing procedure logic and expected runtime context to ensure correct pricing calculations.
Best Practices for Salesforce Administrators
1. Document Parameter Usage
Maintain clear documentation of what each parameter does, its default values, and when it’s used, to support ongoing maintenance and troubleshooting.
2. Include in Version Control
Store PricingActionParameters XML definitions in version control (e.g., Git) to enable traceability, collaboration, and rollback capability.
3. Bundle with Dependencies
Deploy PricingActionParameters together with associated Pricing Actions, context definitions, and procedures to maintain package integrity.
4. Sandbox Testing
Validate parameter deployments in sandbox or staging environments, ensuring that pricing actions execute as intended during quote and order processes.
5. Monitor Pricing Outcomes
After deployment, monitor pricing results and logs to confirm parameter values are correctly applied and producing accurate pricing.
6. Collaborate with Pricing Analysts
Work closely with CPQ and pricing teams to ensure action parameters align with business pricing models and expected behavior.
7. Audit Regularly
Review PricingActionParameters periodically to remove unused or deprecated parameters and update values based on evolving business needs.
8. Error Handling & Logging
Capture errors and exceptions triggered by pricing actions, log parameter contexts, and integrate this information into your deployment pipelines.
9. Leverage Defaults Wisely
Use default parameter values where possible to simplify deployment and reduce complexity in runtime parameter passing.
10. Provide Training
Ensure team members understand how to configure and deploy PricingActionParameters, including their structure, naming conventions, and impact on pricing behavior.
Conclusion
PricingActionParameters metadata empowers Salesforce administrators to manage the inputs for Pricing Actions programmatically, ensuring consistent, versioned, and automated configuration of pricing logic. With proper dependency management, documentation, and testing, you can maintain accurate and reliable pricing behavior across environments in Revenue Cloud.