Advanced Pricing Module Setup

The Advanced Pricing Module (APM) extends the capabilities of the FX CPQ Module by introducing compliance actions, dynamic triggers, and mobile enforcement. This section outlines additional steps required when enabling APM.

APM extends FieldFX pricing logic beyond Back Office into Mobile workflows, delivering full quote-to-cash accuracy. Building on CPQ functionality, it introduces compliance actions—such as required, recommended, or prohibited items—and field-condition triggers that dynamically adjust pricing based on operational factors like temperature, pressure, or location surcharges.

Prerequisites

Licenses

  • FieldFX Base Managed Package

  • FieldFX E‑Ticketing

  • Advanced Pricing Module (purchased separately)

Installed Components

  • Latest FieldFX Managed Package

  • FieldFX Mobile app with connected app configuration

User Permissions
System

API Enabled, Customize Application, View Setup and Configuration

Object Access

FX5__Price_Book__c, FX5__Price_Book_Item__c, FX5__Field_Rule__c, FX5__Field_Action__c, FX5__Staged_Data__c

Apex Class Access

all FX5 pricing and sync classes

Visualforce Page Access

all FX5 admin pages

Admin Tool Permission Sets

  • AdminTool_Conditional_Pricing

  • AdminTool_Price_Book_Rules

  • AdminTool_Sync_Profile_Wizard
Process

  1. Ensure there is an active Advanced Pricing Module license.

  2. You have correctly configured Price Books and items in Back Office.

  3. Sync Profile configuration for Mobile enforcement:

    • Job and Price Book Dispatch enabled

    • Staged data permissions validated for Mobile users

  4. FieldFX Managed Package and Mobile app installed and updated.

Setup Comparison: CPQ vs Advanced Pricing

Aspect CPQ Setup Advanced Pricing Setup

Scope

Back Office only

Back Office + Mobile

Rules

Applicability + pricing overrides

Adds required/recommended/prohibited actions

Mobile Integration

Not required

Mandatory (sync profiles, staged data)

Licensing

Included in legacy CPQ

Separate module

Setup Complexity

Salesforce Back Office

Adds Mobile configuration and testing

Setup Steps

Complete these steps in order:

  1. Assign Permissions.

  2. Configure Price Book.

  3. Define Rules and Actions.

  4. Enable Mobile Enforcement.

  5. Configure Layouts.

  6. Test Scenarios.

Assign Permissions

  1. Create or update permission sets for Advanced Pricing.

  2. Include:

    • System permissions

    • Apex classes

    • Visualforce pages

    • Object CRUD for price books and rule objects

  3. Assign permission sets or permission set groups to users.

  4. Add FX CPQ permission sets.

  5. Assign FX CPQ permission sets to users.

  6. Assign FieldFX CPQ licenses to users.

  7. Continue with Configure Price Books.

Configure Price Books

  1. Create or update price books in Back Office.

  2. Ensure all items have correct rates and applicability.

  3. Continue with Define Rules and Actions.

Define Rules and Actions

  1. Navigate to FieldFX Admin Tools Dashboard → Conditional Pricing.

  2. Create rules for:

    • Required items

    • Recommended items

    • Prohibited items

    • Price and cost overrides

  3. Add field-condition triggers (e.g., temperature, pressure, waste type, location surcharges).

  4. Set up the rule processor, including the required REST endpoint configuration (static resource).

  5. Add rules.

  6. Continue with Enable Mobile Enforcement.

Enable Mobile Enforcement

  1. Open Sync Profile Manager.

  2. Include:

    • Job and Price Book Dispatch

    • Editable objects for tickets and ticket items

  3. Assign sync profiles to Mobile users.

  4. Validate staged data permissions for Mobile users.

  5. Continue with Configure Layouts.

Configure Layouts

  1. Go to the Salesforce login page.

  2. Log in as a user who has the System Administrator user profile.

  3. Switch to Salesforce Classic.

  4. From Setup, enter object in the Quick Find box, then select Objects.

  5. Click Price Book.

  6. Complete the following:

    1. Under Page Layouts, click Edit next to a page layout for FieldFX Back Office.

    2. On the toolbar, click Related Lists.

    3. Drag Rules into the Related Lists section.

    4. Click Save.

    5. Repeat the above steps for additional page layouts.

  7. Continue with Test Scenarios.

Test Scenarios

Once finished, you can test these scenarios:

  • Back Office: Create quotes and verify pricing logic.

  • Mobile: Create tickets and confirm compliance actions trigger correctly.

  • Validate sync between Back Office and Mobile.

Next Steps

  • Review > Minimum Permissions row in Prerequisites topic to ensure all permissions are correctly assigned.

  • Configure sync profiles for Mobile users.

  • Train admins and field users on new compliance actions.

  • Validate rules in both Back Office and Mobile workflows.

Recommended Reading

For more information, see:

FieldFX Documentation Salesforce Documentation

Not Applicable