Using Price Rule Lookup Queries Against Custom Objects

Marketing wants to ensure that a promotional discount applies to all products of a particular type during a season. Your sales reps also want to offer a promotional code to help sell a new line of products between 04/01/2018 and 05/31/2018. Your sales reps want to apply a promotional discount when they quote a product between 04/1/2018 and 05/31/2018. They also want to enter a promotional code in the quote line editor to apply a discount independent of the promotional discount. You can store your promotional data in a custom object and use a set of lookup queries to reference it. Then use the price rule to apply that data to your quote line’s list price. Here are the steps you complete.

1. Create a custom Promotion object with fields that store your promotional data: Start Date, End Date, Promo Code, and Discount (%). Start Date has a value of 4/1/2018, End Date has a value of 5/31/2018, Promo code has a value of Promo1, and Discount has a value of 10%.
2. Add a Promo Code text field to your quote. When your price rule is active, your sales reps can enter Promo1 on the quote to receive a 10% discount.
3. Create a price rule with the following fields.
   • Evaluation Scope: Calculator
   • Conditions Met: All
   • Lookup Object: Promotion
4. Create a price condition so that the price rule fires when your quote’s promo code field doesn’t have a blank value.
5. Create your lookup queries. Test whether the quote’s promo code matches the promotion’s promo code, and whether the quote expires before the promotion begins. Remember that the tested field refers to the quote field you’re evaluating, and lookup field refers to the Promotion object field that you’re testing against. Each lookup query should have the quote as the tested object. After that, set up each query as follows.

   Tested Field	Operator	Lookup Field
   PromoCode__c	equals	PromoCode__c
   SBQQ__ExpirationDate__c	greater than	Start_Date__c
   SBQQ__ExpirationDate__c	less than	End_Date__c

6. Create your price actions. Your price rule performs these actions when all its lookup queries are true. The first action sets your source lookup field to find the value of your quote line’s discount field and sends that value to your promotional discount field. The second action pulls the promotional discount into a formula to determine your quote line’s final list price.

   This is your first price action.

   Target Object

   Quote Line

   Target Field

   Promotional Discount__c

   Source Lookup Field

   Discount__c

   This is your second price action.

   Target Object

   Quote Line

   Target Field

   SBQQ__ListPrice__c

   Formula

   SBQQ__OriginalPrice__c * (1 – Promotional_Discount__c)