Evolving from Salesforce CPQ Configuration Attributes to Dynamic Attributes in Salesforce RCA

 

In Salesforce Revenue Cloud Advanced (RCA), dynamic attributes let you add characteristics to products that can directly influence pricing. This makes product configuration flexible and pricing more accurate.
Dynamic attributes in Salesforce RCA give businesses flexibility to adjust pricing based on product features.

Let’s walk through how to set up a dynamic attribute with a paint color example.

Step 1: Create a Picklist

Go to Product Catalog → Attributes → Picklists.

1. Create a new picklist: Name = Product Paint, Data Type = Text, Status = Active

2. Add values: Black (Code: Product Black, Sequence: 1), Red (Code: Product Red, Sequence: 2)

Step 2: Create a New Attribute

1. Go to Attributes → New Attribute

2. Enter details: Name = Product Paint, Data Type = Picklist, Picklist = Product Paint, Required = Yes, Default Value = Black, Status = Active

Step 3: Create a Product Classification

1. Go to Product Classifications → New

2. Enter details: Name, Code, Status = Active

3. Under Attributes tab → Assign → Select Product Paint

Step 4: Link Classification to Product

1. Open your product record

2. Under Classifications, assign the one you created

Step 5: Make Attribute Price Impacting

1. Open the attribute under classification

2. Set Is Price Impacting = True

Step 6: Create Attribute-Based Adjustment

1. Go to Price Management → Price Adjustment Schedules

2. Create a new adjustment: Product = your product, Adjustment Type = One-time, Adjustment Value = -$250 (for Red), Condition = Paint color = Red

Step 7: Test It

1. Go to a Quote

2. Add your product

3. Choose Configure with Instant Pricing

4. Change color to Red

5. Verify price is reduced by $250