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Create a Price Rule to Modify Pricing Guidance
Create a price rule with price actions that modify fields in your quote's instance of a pricing guidance record. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ+ Summer ’19 and later |
In this example, your company sells security cameras and alarms. The security camera has pricing guidance with several discount tiers.
You want to add a price rule that provides an extra 10% discount on top of target discounts when selling to an ABC Applications customer in California. The price rule also updates the Pricing Guidance explanation so that sales reps know that the California discount has been applied.
- Create a price rule with an evaluation scope of Calculator and a calculator evaluation event of After Calculate.
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Create your price conditions.
- First Price Condition
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- Object: Quote
- Tested Formula: SBQQ__Account__r.Name
- Operator: Equals
- Filter Type: Value
- Filter Value: ABC Applications
- Second Price Condition
- Object: Quote
- Tested Formula: SBQQ__BillingState__c
- Operator: Contains
- Filter Type: Value
- Filter Value: CA
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Create your price actions.
- First Price Action
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- Target Object: Quote Line Pricing Guidance
- Target Field: Target (%)
- Formula:
Target__c+10
- Second Price Action
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- Target Object: Quote Line Pricing Guidance
- Target Field: Target (%)
- Formula:
NULLVALUE(SBQQ__Explanation__c, "")+"Extra 20% discount for ABC Applications employees in California."
When a sales rep opens a quote that matches the price conditions, Salesforce CPQ adds an extra 10% discount to the Target (%) value. It also updates the pricing guidance description.
