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Introduction to Pricing Tables & Pricing Groups in Salesforce

Learn how to connect Salesforce CPQ data to GetAccept Pricing Tables.

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Overview

The Pricing Table element lets you present Salesforce products and pricing data directly inside your GetAccept Deal Room or Contract templates.


By connecting your Salesforce org, you can automatically populate these tables with live product data (e.g., from OpportunityLineItem or CPQ).


Before You Begin

Requirements:

  • GetAccept for Salesforce v2.54.0 or higher

  • The Pricing Table feature enabled for your GetAccept entity

  • Admin access to the GetAccept Admin App


Next Steps

Once requirements are met:

  1. Set Up Your Template with a Pricing Table

  2. Create a Mapping Profile in Salesforce

  3. Advanced Setup: Multiple Pricing Groups & Tables

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