# Advanced Setup: Multiple Pricing Tables & Groups in Salesforce

Configure multiple pricing tables and group mappings to organize your CPQ data effectively.

June 1, 2026

# Introduction

If you work with complex quotes containing different product types,like **Subscriptions**, **Services**, and **Add-ons**,you can separate these into multiple pricing tables in your GetAccept template.

In Salesforce, this setup is managed through the **GetAccept Admin App**, where each pricing table and group can be mapped to specific Salesforce data.

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# Step 1: Prepare Your Template in GetAccept

Before setting up in Salesforce, make sure your GetAccept template is ready:

1. Open your template in **GetAccept**.
2. Add multiple **Pricing Tables**,for example, _Subscriptions_ and _Services_.
3. Click the **Settings** icon on each table.
4. Give each table a **unique name** that matches what you’ll use in Salesforce.
5. (Optional) Inside each table, add **Pricing Groups** such as _Implementation_ or _Support_.

Table names are case-sensitive and must match exactly between GetAccept and Salesforce.

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# Step 2: Configure Multiple Tables in Salesforce

1. In Salesforce, open the **GetAccept Admin App** → **Setup** → **Pricing Tables**.
2. Open your active **Pricing Table Profile**.
3. Click **Add Table** to create another mapping.
4. For each table, define:
   - **Table name:** Must match your GetAccept table name (e.g., _Services_).
   - **Totals object:** The parent Salesforce object (typically _Opportunity_).
   - **Product row object:** The line item object (typically _OpportunityLineItem_).

Each table now maps to one Pricing Table in your template.

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# Step 3: Apply Table Filters

Filters decide which Salesforce products go into each table.

1. Click **Edit** on a table.
2. Open **Pricing Group Settings**.
3. Add a **Pricing Group Rule** to define which product data is included.

**Example rules:**
- Subscriptions → `Product2.Family = "Subscription"`
- Services → `Product2.Family = "Service"`
- Add-ons → `Product2.Family = "Add-on"`

**Tip:** You can also sort products by fields such as _Start Date_ or _Region_ for additional organization.

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# Step 4: Configure Pricing Groups

Each Pricing Table can have one or more groups to separate product details even further.

In the **Group Edit view**, set:
- **Select Group:** Choose _Match by Name_ (recommended) or _Match by Order_.
- **Sort by:** Select a Salesforce field, such as _CreatedDate_.
- **Pricing Group Rule:** Apply filters (e.g., `Product2.Family = "Service"`).

Groups give you more flexibility in how products are organized and displayed in your GetAccept document.

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# Step 5: Test Your Setup

1. Open a **Salesforce Opportunity** with several line items.
2. Add or edit products as needed.
3. Click **Send with GetAccept**.
4. Choose your mapped template.
5. Confirm each product appears in the correct table.

**Example:**
Subscription products appear in the _Subscriptions_ table, while one-time setup fees appear in _Services_.

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# Troubleshooting

**All products appear in one table**
→ Check your **Pricing Group Rules** and verify table names match.

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

**Table not populating**
→ Verify that table and group names are identical in GetAccept and Salesforce.

**Incorrect sorting**
→ Define a **Sort by** field in your group settings.

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