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            Create a Price Condition

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            Create a Price Condition

            Add a price condition to your price rule. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. From your price rule record, go to the Price Conditions related list, and click New Price Condition.
            2. Choose the type of record you want to test.
              You can choose either a field on an object, a summary variable, or a formula.
              1. If you’re evaluating a field, choose the object that contains the field first, and then choose the field.
                If the Field picklist doesn’t contain the field you want to evaluate, add the field’s API name as a Field picklist value. You’ll also need to update your controlling fields so that your new Field value appears for the proper object. For example, if you added Color__c to product options, make sure that it’s dependent on the Object field’s Product Option value.
            3. Choose the operator to use in the logical statement that evaluates the tested record against the filter.
            4. In the Filter Type field, define the type of record you’re evaluating the tested record against.
            5. Choose a filter record to define the record that you’re evaluating the tested record against.
              1. If the Filter Type field is set to Value, provide a text string as a value.
              2. If the Filter Type field is set to Variable, define a lookup to a summary variable in the Filter Variable field.
              3. If the Filter Type field is set to Formula, enter a formula in the Filter Formula field.
                You can construct a formula using Salesforce’s operators and functions. You can also add information from the quote or the target object field (for example, SBQQ__QuoteLine__c.SBQQ__ListPrice__c).
            6. If you’re referencing this price condition in a price rule’s Advanced Condition field, enter a number value for the price condition’s Index field. Advanced conditions allow you to create conditional logic under which a price rule fires, for example, IF (1 AND 2) OR 3.
            7. Save your price condition.
            Example
            Example Your company sells industrial printing hardware. You want a price rule that applies a 10% discount on a quote for an industrial printer if the customer account has purchased one in the past. You can use a summary variable and 2 price conditions in your price rule. The summary variable adds the total number of industrial printer assets across the entire account. The first price condition ensures that the quote contains a quote line with an industrial printer. The second price condition ensures that the account has at least one industrial printer asset. Your price rule has a Conditions Met field value of All, so it applies the discount when both these conditions evaluate to true.

            Summary Variable

            • Variable Name: Industrial Printer Count
            • Target Object: Asset
            • Aggregate Function: Count
            • Aggregate Field: Quantity
            • Filter Field: Asset_Product_Code__c
            • Operator: equals
            • Filter Value: IND_PRINT

            Price Condition 1

            • Object: Quote Line
            • Field: SBQQ__ProductCode__c
            • Operator: equals
            • Filter Type: Value
            • Filter Value: IND_PRINT

            Price Condition 2

            • Tested Variable: Industrial Printer Count
            • Operator: greater than
            • Filter Type: Value
            • Filter Value: 0
             
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