TABLE OF CONTENTS
SalesForce Pricebook Configuration
When setting up new Pricebooks, nothing will be imported until both the book and its entries are marked as active.
A Pricebook product will only be checked for its family and product code. For our purposes, only 2 products are really necessary. One for the regular certification fee and another for the pending certification fee.
The start date for Pricebooks is required but the end date can be left unset. This will allow a planned rollover to occur but new Pricebooks do not require an arbitrary sunset date.
All PricebookEntries except when associated with a product code Pending B, are expected to have currency, max revenue and, unit price values setup. The max revenue and unit price are always in the same currency.
Certification Fees
Estimated certification fees visible on the certification requirements and review submission pages are based on imported Salesforce Pricebooks. These are pulled in every hour so there can be a delay when first setup.
Any Pricebook with products of type B Corp Licensing Fee will be imported into the B Impact Assessment application. Both the Pricebook and the PricebookEntry records must be active for these to be considered. The IsActive flag on products is ignored.
These Pricebooks are grouped by the related global partner and the billing currency. The latest start date for the Pricebook is used to determine which to apply. Then the smallest max revenue value on the PricebookEntry record is chosen where the account's revenue in its billing currency is less than that amount.
If there is no Pricebook matching the account's global partner and the billing currency, then we attempt to match the global partner and USD currency. In this case, the account's revenue in USD will be used instead of billing currency revenue.
In any case where the account is missing billing currency, revenue in billing, or global partner setup, there will be no certification fee shown.
Pending Certification Fees
The discounted price for a Pending B Corporation certification is now displayed on the certification requirements page when an account has been operational for less than 12 months. It is not shown on the assessment submission page yet. This fee is pulled from SalesForce Pricebooks.
These Pricebooks are grouped by the related global partner and the billing currency. The latest start date for the Pricebook is used to determine which to apply. Then these records are filtered for Pending B products.
If there is no Pricebook matching the account's global partner and the billing currency, then we attempt to match the global partner and USD currency.
In any case where the account is missing billing currency, operational date, or global partner setup, there will be no pending certification fee shown.
Discounts
The B Impact Assessments Discounts and Fee page is not based on Pricebooks. This page is pulling directly from Salesforce Opportunities and is no longer considered an estimate but the accurate expected certification fee.
Both the total and listed fee prices are displayed in the currency of the OpportunityLineItem.
Note: The annual revenue on this page is the reported annual revenue of the latest assessment.