CPQ update Unit Cost on renewal quote line without use of Product Cost Pricing Method

Data pubblicazione: Dec 8, 2025

Descrizione

Use Case:

In Salesforce CPQ, I want to map Costs from a Product's Quote Line to the Renewal Quote Line because our business reports based on this field, but do not want to use Cost based "Pricing Method" for the Product.

Risoluzione

Setup:

Create a checkbox field (Example API Name: 'Checkbox_Field__c') on the Product and the Quote Line objects, using the same API name to pass the value by Mapping Custom Fields Between Objects. This checkbox will then be used to control which product costs will be mapped.
Update your product catalog to mark this checkbox as True for products where you want this mapping to take place.
From the Price Rule administration page, navigate to the SBQQ__LookupObject__c field administration and setup page, add a picklist value for SBQQ__Cost__c.

NOTE: You may need to Add or Edit Picklist Values if a value does not yet exist in the picklist options.

Create a Price Rule

Evaluation Scope: Calculator
Conditions Met: All
Calculator Evaluation Event: On Calculate or After Calculate
- NOTE: The Calculator Evaluation Event value should not matter as this won't affect pricing for non cost based products
Lookup Object: SBQQ__Cost__c

Price Conditions:

From the Price Condition object's administration page, navigate to the SBQQ__Field__c field administration page, and add a picklist value for the checkbox field created above.
Create a New Price Condition for the Price Rule
1. Object: Quote
2. Field: SBQQ__Type__c
3. Operator: equals
4. Filter Type: Value
5. Filter Value: Renewal
Create a second Price Condition
1. Object: Quote Line
2. Field: 'Checkbox_Field__c' (API Name of the checkbox field)
3. Operator: equals
4. Filter Type: Value
5. Filter Value: True

Lookups Queries:

Create a New Lookup Query for the Price Rule
1. Match Type: Field Value
2. Tested Object: Quote Line
3. Tested Field: SBQQ__Product__c
4. Operator: equals
5. Lookup Field: SBQQ__Product__c
Create a second Lookup Query for the Price Rule
1. Match Type: Field Value
2. Tested Object: Quote
3. Tested Field: CurrencyIsoCode
4. Operator: equals
5. Lookup Field: CurrencyIsoCode
Create a third Lookup Query for the Price Rule
1. Match Type: Static Value
2. Tested Value: True
3. Operator: equals
4. Lookup Field: SBQQ__Active__c

Price Action:

Create a Price Action for the Price Rule
1. Target Object: Quote Line
2. Target Field: SBQQ__UnitCost__c
3. Source Lookup Field: SBQQ__UnitCost__c

This setup will map the Unit Cost from the Cost record to the Quote Line when the following conditions are met:

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