# Connect Pricing Tables in Salesforce

Learn how to map Salesforce product and CPQ data to your GetAccept Pricing Tables.

June 1, 2026

## Introduction

Once your GetAccept template includes a **Pricing Table**, you can connect it to Salesforce so product and pricing data automatically populate your document.

This is done through **Pricing Table Profiles** inside the **GetAccept Admin App for Salesforce**.

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## Step 1: Open the GetAccept Admin App

1. In Salesforce, open the **App Launcher**.
2. Search for **GetAccept Admin**.
3. Click **Setup**, then go to **Pricing Tables**.

You’ll now see all available Pricing Table Profiles.

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## Step 2: Create or Edit a Pricing Table Profile

1. Click **Create Profile**.
2. Choose either:
   - **Template: Standard**, preconfigured for the Opportunity → OpportunityLineItem setup.
   - **Empty Profile**, for manual configuration.
3. Click **Save** to open the Profile Editor.

**Tip:** Use the Standard Template for most use cases, especially if you’re sending from the **Opportunity** object.

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## Step 3: Define the Data Mapping

Each profile specifies which Salesforce data populates your Pricing Table.

Set the following:
- **Totals object:** The parent record (usually _Opportunity_).
- **Product row object:** The line item data (usually _OpportunityLineItem_).
- **Pricing Table name:** Must match the name in your GetAccept template.

**Note:** Case sensitivity matters, the table name must match exactly.

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## Step 4: Configure Pricing Groups

Each Pricing Table must have at least one **Pricing Group**, and its name in GetAccept determines how data is mapped.

In Salesforce:
1. Scroll to **Pricing Groups**.
2. Select **Match by Group Name** (recommended).
3. Add a **Pricing Group Rule** if you want to filter data.

**Example rule:**  
`Product2.Family = 'Subscription'`

This ensures only subscription products populate that group.

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## Step 5: Map Fields and Totals

You can map Salesforce fields to the corresponding columns in GetAccept.

Common mappings include:
- Product Name → `Product2.Name`
- Description → `OpportunityLineItem.Description`
- Quantity → `OpportunityLineItem.Quantity`
- Unit Price → `OpportunityLineItem.UnitPrice`
- Discount → `OpportunityLineItem.Discount`

**Tip:** Custom GetAccept columns can also be mapped to numeric or text fields from Salesforce.

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## Step 6: Activate and Test

1. Click **Activate** on your Pricing Table Profile.
2. Go to a **Salesforce Opportunity**.
3. Add products as **line items**.
4. Click **Send with GetAccept** and select your mapped template.

Your Pricing Table will now populate automatically with Salesforce product data.

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## Troubleshooting

**Pricing Table is empty**  
→ The table or group name doesn’t match between GetAccept and Salesforce.

**Totals are incorrect**  
→ Turn off **[Automatic Calculation](https://help.getaccept.com/en/articles/12808812-set-up-a-pricing-table-for-integrations)** in the GetAccept table.

**Products missing**  
→ Review your **Pricing Group Rules**.

**Profile not available**  
→ Ensure the profile is **activated** in the Admin App.

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