Export Pricefx Live Price Grid to Salesforce Sales Cloud

When Live Price Grid calculation finishes, this template exports (inserts or updates) approved or auto-approved Live Price Grid items to a customer defined Price Book in Salesforce. Mapping is predefined and cannot be configured.

ExportLPGtoSalesforce01.png

Mapping from Pricefx to Salesforce is defined as follows:

  • SKU → Product2Id (= Salesforce internal ID, found in URL)

  • Active Price → Unit Price

Products from Pricefx must exist in Salesforce to be added/update in a Price Book (product SKU in Pricefx must be equal to the product ID in Salesforce).

The template fetches data from Event Logs (monitors CALCULATION_COMPLETED_PG event):

ExportLPGtoSalesforce02.png

At some partitions Event log may not be activated. To learn how to activate it, see Event Admin.

Installation

Go to PlatformManager > Marketplace, find Export Pricefx Live Price Grid to Salesforce, select Deploy and then select a target integration instance and template version.

Configuration Steps

  1. Fill in the following Integration Template parameters:

    • Salesforce API version

    • Salesforce Price Book ID that will be updated

    • Delay between events fetch (in milliseconds) – Defines how often the template will poll the Pricefx instance for calculation completed events.

    • Maximum events that can be fetched – Maximum number of calculation completed events that will be fetched from the Pricefx instance.