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Create Product Rate Plans in Salesforce

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Once you have products in your product catalog, you can create rate plans for those products. A rate plan represents the price of the product and includes a collection of charges for subscribing to the product or service.

To create a product rate plan:

  1. On the Product page of the product you want to add a rate plan to, click New Product Rate Plan.
  2. Specify the following field values:
    • Rate Plan Name: Enter a name for the new rate plan. 
    • Effective Start Date: Enter the day that your rate plan becomes available, in the "MM/DD/YYYY" format. This is also when you can begin adding the rate plan to quotes.
    • Effective End Date: Enter the date that your rate plan expires and can no longer be added to quotes. Specify a date in the "MM/DD/YYYY" format.
    • Active Currencies: Specify a comma separated list of 3-Letter ISO currency codes.
    • Description: Enter a description for the rate plan.
  3. Click Save.
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