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Apply a Contracted Price from a different Account on a Salesforce CPQ Quote

게시 일자: Oct 31, 2025
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This feature allows users to specify the Account that drives the application of Contracted Prices. These Contracted Prices are defined on the Partner, Distributor, or custom Quote To account and it is not necessarily the account associated with the Opportunity or the Quote. 

NOTE: The Contracted Price lookup is only evaluated at the time you add the product. Changing the Contracted Account ID after a Quote Line is added does not change the Pricing on existing Quote Lines.

솔루션

Lightning Steps

  1. Go to Setup | Object Manager | Quote (API Name SBQQ__Quote__c).
  2. Click Fields & Relationships related list, then click New.
  3. Select the Lookup Relationship radio button, then click Next.
  4. Choose Account from the Related To picklist, then click Next.
  5. API name of the field: ContractedAccountID__c then click Next.
  6. Review and update the field-level security and page layout reference fields, if desired.
  7. Click Save.

Classic Steps

  1. Go to Setup | Create | Objects | Quote. 
  2. Click New in the Custom Fields & Relationships related list.
  3. Select the Lookup Relationship radio button, then click Next.
  4. Choose Account from the Related To picklist, then click Next.
  5. API name of field: ContractedAccountID__c then click Next.
  6. Review and update the field-level security and page layout reference fields, if desired.
  7. Click Save.

A formula field can also be used but it must return a valid Account ID. Below is a sample formula:

IF( SBQQ__Partner__c <> "" , SBQQ__Partner__c , SBQQ__Account__c )

NOTE: Contracted Account ID is not supported when using the Quote API; any quote lines added with the API can only apply Contracted Prices from the Account directly related to the Quote.

For general questions surrounding Contracted Prices, please read these resources for Contracted Pricing and Contracted Price Fields.
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