Quote Line Groups in Salesforce CPQ

Create quote line groups by selecting one of the following.

• The Group Line Items checkbox
• Groups | Add Group in the Quote Line Editor

When you make the first group on a quote, Salesforce CPQ places all line items into the group. If you make more groups, you can drag products between different groups. We recommend you limit the quote line groups created for a single quote to 40.

Change group field sets by editing the quote line group object’s Line Editor field set.

Example To apply an Additional Discount to all the software in your quote, create two groups on a new quote: one for software and one for all other products. Add your software products to the software group and make sure that you have Additional Discount in your group Line Editor field set. This way, you can apply the Additional Discount to only the products in the software group.

• Create Quote Line Groups
  Use quote line groups to organize related quote lines in your quote. You can apply field values to all the group’s quote lines at once. (Salesforce CPQ Managed Package)