Resolving "Ensure Product Discovery is Set Up Correctly" Decision Tables Error

Understanding the "Product Discovery Setup" Error

The error "Ensure that the Product Discovery is set up correctly, or refresh the Decision Tables and try again" occurs in Salesforce Revenue Cloud when there's an issue with your Product Discovery configuration or when Decision Tables need to be refreshed. This error typically appears during quoting or product selection processes.

Causes of the "Product Discovery Setup" Error

1. Outdated Decision Tables: Decision Tables store reference data that drives pricing and qualification procedures. When products, price book entries, or pricing structures change, these tables can become outdated.

2. Incorrect Product Discovery Configuration: The Product Discovery Procedure may not be properly configured or mapped to correctly display available products.

3. Missing Product Classifications: Products may not be properly assigned to Categories, or Product Attributes may not be correctly linked to Product Classifications.

4. Exceeded Decision Table Refresh Limits: Salesforce limits Decision Table refreshes to 20 per hour for all tables combined, potentially causing refresh failures.

How to Handle the "Product Discovery Setup" Error

Solution 1: Refresh Decision Tables

1. Navigate to Setup in Salesforce
2. Go to Pricing Setup
3. Click Sync Pricing Data to refresh all pricing-related decision tables
4. Alternatively, for more targeted refreshes:
   • Go to Setup > Decision Tables
   • Select the specific decision table you need to refresh
   • Click the Refresh button in the top-right corner

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// Note: If you need to refresh programmatically, you can use Apex:
BusinessRulesService.refreshDecisionTable('YourDecisionTableAPIName');

Solution 2: Verify Product Discovery Configuration

1. Check that your default Product Discovery Procedure is correctly set up
2. Ensure the Sales Context Pricing Procedure is properly applied
3. Verify that Product Attributes are correctly assigned to Product Classifications
4. Confirm that products are assigned to Categories (not to Product Classifications)

Solution 3: Automate Decision Table Refreshes

If you frequently encounter this error, consider automating the refresh process:

1. Create a Record-Triggered Flow that runs when records affecting pricing are modified
2. Use the Apex Action "Refresh Decision Table" in the flow
3. Configure the flow to target specific decision tables that need updating

Conclusion

The "Ensure that the Product Discovery is set up correctly" error usually indicates outdated reference data or configuration issues in your Revenue Cloud setup. By refreshing your Decision Tables and verifying your Product Discovery configuration, you can resolve this error and ensure accurate product discovery and pricing in your Salesforce org.