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Manage Your Quotes with CPQ
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            Create and Apply Pricing Guidance with CRM Analytics

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            Create and Apply Pricing Guidance with CRM Analytics

            Create a pricing guidance record with suggested discounts based on historical product discount data. Assign it to a product or products so that sales reps can view pricing guidance when they add the products to their quotes. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Summer ’19 and later for users with a CRM Analytics Plus license

            Before you create pricing guidance values for the first time, follow the steps in Enable Pricing Guidance in Salesforce CPQ and read Calculating Guidance Tiers for Pricing Guidance.

            The Create Pricing Guidance page consists of two processes. You can create or edit and then save a view, which contains all of your guidance tiers and discount information. You can also create a pricing guidance record from one of your saved views and assign it to a product. Each time you edit a saved view, you can overwrite it or create a new view based on your changes. Editing a view in the Pricing Guidance page doesn't change any of the Pricing Guidance records created from that view. If you want to edit a pricing guidance record, check out Edit Pricing Guidance Records.

            1. Open the Create Pricing Guidance page.
              To quickly access the Create Pricing Guidance page in Salesforce Classic, add it as a custom object tab.
            2. Create or edit a view.
              1. Define filters for the product or products that you want pricing guidance to appear on.
                Einstein Analytics evaluates quote lines that match your filters and calculates their median discounts.
              2. In the Discount section, set your target, norm, and floor discounts as percentages relative to the median discount percentage.
              3. If you're editing a saved view, select the dropdown icon next to its name, click Save View, and choose whether to overwrite your existing view or create a new one. Otherwise, select My Views, and then select Save View.
              4. If you made a new view, give it a name, and then click Create.
                If you want this view to appear by default when users enter the Create Pricing Guidance page, select Make my default view.
            3. Assign a view to a pricing guidance record.
              1. From the Pricing Guidance page, click Next.
              2. In the Select a View field, choose one of your pricing guidance views.
              3. Salesforce CPQ shows a summary of your suggested discounts and the filters you used. Give your pricing guidance record a name, enter a description that summarizes your recommendations for your sales reps, then click Save Guidance.
              4. From the Guidance Saved page, click Assign the rule to a product.
              5. Go to your pricing guidance record and click Activate.

            You can also manually assign pricing guidance by going to a product and providing a value for its Pricing Guidance field. Multiple products can look up to the same pricing guidance.

             
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