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Manage Your Quotes with CPQ
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            Add Fields to Trigger Quote Recalculation

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            Add Fields to Trigger Quote Recalculation

            The quote’s Calculating Fields field set contains a list of quote fields that trigger a quote calculation when their value changes, either manually or by an automated process. You can add other fields to expand the list of fields that trigger calculations. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later
            1. From the object management settings for Quotes, go to Field Sets.
            2. Edit the Calculating Fields field set.
            3. Move your desired fields from the field list into the field set. If needed, you can also remove fields.
            4. Save your changes.

            The following fields are part of Calculating Fields by default and still trigger calculations even if you remove them from the field set.

            • Additional Discount
            • Distributor Discount
            • End Date
            • First Segment Term End Date
            • Markup (%)
            • Partner Discount
            • Primary
            • Start Date
            • Subscription Term
            Important
            Important Salesforce CPQ prevents users from chaining multiple calculations within 1 transaction. This allows Salesforce CPQ to stay within Salesforce platform governance limits. Salesforce CPQ sets a flag the first time that CPQ triggers run for calculations that prevent the trigger from firing again. As a result, workflow rule and process builder updates to a calculating field don’t cause a second calculation.
             
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