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Summary Variables
Summarize number field information about products into a single object called a summary variable. You can reference a summary variable in price conditions, price actions, product rule error conditions, quote term conditions, and other summary variables. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
A summary variable targets a field on an object and then performs a math function on that field. You can set a target object and leave the filter information fields blank to target all instances of that object across your quote. You can also customize the filter fields to target only the fields and values you need—for example, all product options where Product Code equals “LJ-TONER.”
The Aggregate Function field sets the type of math function the summary variable performs. You can choose from:
- Sum: Add all values in the aggregate field together
- Average: Calculate the average of all the aggregate field's values
- Min: Find the lowest of all the aggregate field's values
- Max: Find the highest of all the aggregate field's values
- Count: Count the number of records that meet the filter criteria
The Aggregate Field represents the field where you’re performing the function. This field must be a number field, such as Quantity or List Price.
Composite information fields let you add to, subtract from, multiply, and divide the result of your function.
You can reference summary variables in the following areas:
- Price Rules
- Use a summary variable as a tested variable or filter variable in a price condition.
- Use a summary variable as a price action’s source variable to update quote and quote line fields.
- Product Rules
- Use a summary variable as a tested variable or filter variable.
- Quote Terms
- Use a summary variable as a tested variable.
- Summary Variable
- Reference a summary variable in another summary variable’s Variable Element field. You can take the results of your aggregate function and perform another operation on them using the composite operator and the variable element.
- Product-scoped product rule error conditions and configurator-scoped price rules can’t use summary variables that target quote lines.
- The summary variable’s Scope field has been deprecated. Use the Target Object field to reference the object that your summary field evaluates.
- When you’re using features with the option selection method set to Dynamic, selected products aren’t considered product options by product or price rules, unless the Dynamic feature is the child of a product option.
- Variable Name: Laptops / 12
- Target Object: Quote Line
- Aggregate Function: Sum
- Aggregate Field: Quantity
- Filter Field: Product Code
- Filter Value: PCPRO
- Operator: Equals
- Composite Operator: Divide
- Value Element: 12
- Example of Summary Variable Data in the Quote Line Editor
Show summary variable data in a field within the quote line editor. This setup is useful for quickly referencing summarized data within a quote line. For example, sales reps can easily see the total quantity and price of products within a certain product family on a large quote. (Salesforce CPQ Managed Package) - Guidelines for Summary Variables
Review important guidelines for evaluating fields in summary variables. (Salesforce CPQ Managed Package) - Summary Variable Fields
Summary variables perform a math function on the collected values of a number field on the quote line, product option, subscription, or asset. You can also create filters so that the summary variable evaluates only fields on records that match the filter values. After your calculations are done, you can reference the summary variable in your quotes, quote line fields, and product rules. (Salesforce CPQ Managed Package)
