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            Configurator Evaluation Events

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            Configurator Evaluation Events

            A price rule’s configurator evaluation event determines when Salesforce CPQ applies the price rule to its target. You can change the evaluation event based on when you want sales reps to see the price rule’s results. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later

            The price rule’s configurator evaluation event has three values.

            • None: Salesforce CPQ applies the price rule after the user clicks Save and then leaves the configurator.
            • Save: Salesforce CPQ applies the price rule after the user clicks Save in the configurator.
            • Edit: Salesforce CPQ applies the price rule immediately after the user navigates out of a changed field that the price rule is covering, when the Apply Immediately field in the product option is active.
            Note
            Note If the Apply Immediately field is disabled, Salesforce CPQ doesn't apply changes until the sales rep saves the bundle or navigates to a different bundle level. To give users the ability to run edit rules on demand, use the Apply Rules custom action. The Apply Rules custom action allows sales reps to choose when to run edit rules while changing a bundle.
            Example
            Example

            Let’s look at a basic configurator-scoped price rule and see how its evaluation event affects when we see the results of a configuration change.

            Your company sells an enterprise server management bundle for $6,000 each. However, you want to reduce its price to $5,000 when one of its product options, an admin training license, reaches a quantity of 2.

            1. Create a price rule called “Set Price on Quantity 2.”
              • Evaluation Scope: Configurator
              • Conditions Met: All
              • Configurator Evaluation Event: None
              • Active: Selected
              • Product: Enterprise Server Management Bundle
              • Condition #: 0
            2. On your price rule, create the following price condition.
              • Object: Product Option
              • Field: SBQQ__Quantity__c
              • Operator: Equals
              • Filter Type: Value
              • Filter: 2
            3. On your price rule, create the following price action.
              • Target Field: Unit Price
              • Value: 5000
              • Action #: 0
            4. Configure your server management bundle and change the admin training license’s quantity to 2. Notice that the bundle’s price hasn’t changed.
            5. Click Save and view your bundle in the quote line editor. The price has dropped to $5,000.
            6. Configure your server management bundle, set the admin training license’s quantity to a different number, and then save.
            7. Return to your price rule and change its configurator evaluation event to Save.
            8. Configure your server management bundle, change the admin training license’s quantity to 2, and then click Save. Notice that the bundle’s price didn’t change in the configurator until you clicked Save.
            9. Configure your server management bundle, set the admin training license’s quantity to a different number, and then save.
            10. Return to your Set Price on Quantity 2 price rule and change its configurator evaluation event to Edit.
            11. Configure your server management bundle and change the admin training license’s quantity to 2. Notice that the bundle’s price changes when you leave the quantity textbox.
             
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