Loading
Salesforce now sends email only from verified domains. Read More
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Discount Categories

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Discount Categories

            Use the discount category object to store values that you want to apply via rules to one or more products. After you associate the discount category with your products, you can use a product rule or price rule to apply that value to those products. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            A discount category acts as a storage object that can hold custom fields. Reference one of those fields in a product rule or price rule and use it on any product that has a lookup to your discount category.

            You can create any kind of custom field on a discount category. We’ve shipped the discount category object with a Max Discount % field. This number field doesn’t perform any action on its own. However, you can use it with a product rule or price rule to enforce a value on all related product fields.

            Example
            Example

            Let’s say you want to make sure the Additional Discount field on several of your products doesn’t rise above 30%. Create a discount category object where Max Discount % is set to 30. Then associate that discount category with all the products where you want the additional discount constrained.

            Discount Category

            • Name: Enforce 30 Percent Max Discount
            • Max Discount %: 30

            Next, create a price rule with a formula that retrieves the Max Discount % value from the Max Discount % field on your discount category. The price rule checks the Additional Discount field of all products that look up to your discount category. The price rule then injects the Max Discount % value to any of those products where the Additional Discount value is higher than the Max Discount % value. Here’s one way to make this type of price rule.

            Price Rule

            • Price Rule Name: Discount Category
            • Evaluation Scope: Calculator
            • Calculator Evaluation Event: On Calculate
            • Conditions Met: All
            • Active: Selected
            • Evaluation Order: 1
            • Lookup Object: SBQQ__DiscountCategory__c

            Price Rule Lookup Query

            • Tested Object: Quote Line
            • Tested Field: SBQQ__Discount__c
            • Operator: Greater Than
            • LookupField: SBQQ__MaxDiscountRate__c

            Price Action

            • Target Object: Quote Line
            • Target Field: Discount (%)
            • Rule Lookup Object: SBQQ__DiscountCategory__c
            • Source Lookup Field: SBQQ__MaxDiscountRate__c

            Find products where you want the 30% maximum discount enforced. Then make sure that their Discount Category field looks up to Enforce 30 Percent Max Discount.

             
            Loading
            Salesforce Help | Article