Percent of Total Fields

Percent of Total Fields

Find these fields in the Salesforce CPQ Subscriptions section of your Product record.

Exclude From Percent of Total

Salesforce doesn’t use this product when calculating the price of a Percent of Total product on the same quote. Use this field only on a covered product.

Include In Percent of Total

By default, a percent of total product doesn’t include fixed-price subscription products in its scope when calculating its price. Select this field on a fixed-price subscription product to include it in price calculations for any percent of total products that cover it. Fixed price subscriptions are still included even when the Subscription package setting Include Net-New Products in Maintenance isn’t selected.

This field doesn’t affect non-subscription products.

Percent of Total (%)

A Percent of Total product’s price is this percentage of the summed price of its covered products. Salesforce CPQ uses this product’s percent of total base to determine the price field (such as list price, net price, or customer price) used in this calculation.

Percent of Total Base

Define whether your Percent of Total product calculates its price based on the list price, net price, customer price, or regular price of its covered products. If you don’t choose a value, calculations default to the list price.

Percent of Total Target

This field looks up to a product. When a covered asset has a Percent of Total Target value, the parent Percent of Total subscription product uses the target’s list price rather than the covered asset’s price. The percent of total subscription price calculation still includes other valid products on the quote. Salesforce CPQ supports percent of total target pricing only when the Percent of Total subscription product has a Percent of Total Base value of List.

This field is useful in situations where you don’t want to base your Percent of Total product’s price off its subscribed asset. For example, you have a warranty Percent of Total product that you want to cover a diesel electrical generator. However, the generator is $500,000, which is more than you want to use in calculating the warranty’s price. You can instead create a “Covered Generator” product for $2,000 and assign that as your diesel electrical generator’s Percent of Total target. This lets you provide a reasonable price for your warranty while still including the generator itself as your warranty’s subscribed asset for renewals.

Percent of Total Category

A Percent of Total product with a category calculates its price based only on covered products with the same category. You can add any values to this picklist. For example, if you want a hardware maintenance Percent of Total product to cover only hardware products, set the Percent of Total Category to Hardware on the Percent of Total product and all your hardware products.

Percent of Total Constraint

Define whether your Percent of Total product limits its maximum or minimum calculated price to its own list price. This field is useful to account for quantities of covered products that are much larger or smaller than usual.