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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