Refresh Salesforce Revenue Cloud Decision Tables

Salesforce Revenue Cloud Decision Tables play a crucial role in pricing and qualification procedures by storing reference data that drives these processes.

Keeping these tables up-to-date ensures accurate pricing, qualification rules, and business logic execution. This guide walks you through what decision tables are, when and how to refresh decision tables manually or via automation.

What Are Decision Tables?

Decision tables are lookup tables used in various Revenue Cloud procedures, such as:

• Pricing Procedures: Determine how prices are calculated based on different conditions.
• Qualification Procedures: Define eligibility criteria for discounts, promotions, or approvals.

These tables are built on top of source data from standard or custom Salesforce objects. Whenever changes occur in that source data (e.g., new products, updated price book entries), decision tables must be refreshed to reflect the changes.

When Should You Refresh Decision Tables?

You should refresh decision tables whenever:

• A new product or price book entry is created.
• A contract is activated with new contract item prices.
• Pricing structures change (e.g., volume-based tiers, special customer pricing).
• Any other relevant source data modifications take place.

How to Refresh Decision Tables in Salesforce

There are multiple ways to refresh decision tables: manual refresh via Setup, using Apex actions, or automating refresh with Flows.

1. Manually Refreshing Decision Tables in Setup

1. Go to Setup in Salesforce.
2. Navigate to Pricing Setup.
3. Click Sync Pricing Data.
4. Salesforce will refresh all pricing-related decision tables.

⚠️ Warning: This method has a limit of 20 refreshes per hour for all decision tables combined. If you have many decision tables, this can quickly exhaust your limit.

2. Refreshing a Specific Decision Table

1. Go to Setup > Decision Tables.
2. Locate the decision table you want to refresh.
3. Click the Refresh button at the top right.
4. The selected table is now refreshed without affecting others.

This method is useful when only specific tables need updating, reducing the risk of hitting refresh limits.

3. Automating Decision Table Refresh with Flows

For efficiency, you can automate decision table refreshes using Salesforce Flows. There are two main approaches:

A. Screen Flow for Manual Refresh

This allows users to refresh decision tables from a UI without needing access to Setup.

1. Create a new Flow in Salesforce.
2. Select Screen Flow and click Create.
3. Add a Get Records element to retrieve available decision tables.
4. Add a Data Table component to display decision tables.
5. Allow users to select a decision table for refresh.
6. Add an Apex Action (“Refresh Decision Table”) to trigger the refresh.
7. Save and activate the flow.
8. Embed the flow in a Lightning page where users can access it easily.

B. Record-Triggered Flow for Automated Refresh

Automatically refreshes a decision table when a related record changes.

1. Create a new Flow and select Record-Triggered Flow.
2. Choose the object that triggers the refresh (e.g., Contract).
3. Define conditions (e.g., “Status = Active”).
4. Add an Apex Action to refresh the decision table.
5. Pass the correct API name of the decision table.
6. Save, activate, and deploy the flow.

With this approach, decision tables stay updated without manual intervention, ensuring accurate pricing and qualification rules.

4. Using Incremental Refresh for Large Data Sets

For large decision tables, a full refresh may take time and resources. Instead, use an incremental refresh to update only recently modified data.

• Add a checkbox to your Flow UI to let users choose an incremental refresh.
• Modify the Apex Action to pass the incremental refresh flag.
• This improves efficiency while keeping data current.

Best Practices for Decision Table Refreshing

• Refresh only when necessary to avoid exceeding the hourly limit.
• Use record-triggered flows to ensure real-time updates without manual effort.
• Leverage incremental refresh for large tables to improve performance.
• Train users on when and how to refresh decision tables to prevent unnecessary refreshes.

Conclusion

Keeping Salesforce Revenue Cloud decision tables up-to-date is essential for accurate pricing and qualification processes. Whether you manually refresh through Setup, refresh specific tables, or automate the process with Flows, these strategies will help you maintain optimal data accuracy.

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