Scalable Product & Pricing Logic for SMB Commerce on Salesforce
Client Overview
A national services provider offering subscription-based solutions across various pricing zones, cash flow tiers, and contract durations.
Business Challenge
The client needed to manage dynamic product combinations (48+ variants) based on three key dimensions:
- Customer’s geographical zone
- Average cash handling range
- Preferred service duration (1, 3, 5 years)
Manual management was error-prone and did not scale well with demand.
Solution Implementation in Salesforce
We implemented a metadata-driven pricing logic engine within Salesforce CPQ:
1. Custom Metadata Types (CMDT)
- Maintained mapping of zip codes to service zones
- Used CMDT for pricing buckets and duration brackets
2. Dynamic Product Catalog Creation
- Auto-generated 48 product SKUs based on zone + cash + duration
- Stored in a standardized product catalog for reuse in carts and quotes
3. Cart and Quote Integration
- Custom LWC components allowed users to create carts via the storefront
- CPQ engine fetched relevant product groups into quotes using triggers and flows
Business Impact
- Reduced manual pricing logic errors by 80%
- Enabled dynamic cart and quote generation in real time
- Created scalable framework for future product growth
- Simplified sales process for 3-tier service models
Future Enhancements
- Visual configurators for complex product offerings
- AI-based cross-sell/up-sell logic
- Real-time pricing adjustments based on demand and seasonality
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