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The CPQ Quote Calculation Sequence
Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. Review which types of actions cause your quote to recalculate. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Spring ’16 and later. |
When the Advanced Quote Calculator performs a calculation, it updates quote and quote line fields based on changes that users made after the last calculation. For example, if you gave a quote line a 10% additional discount and clicked Calculate, Salesforce CPQ calculates the new pricing for that quote line. It then updates your quote’s total to reflect the quote line’s price change.
By default, the Advanced Quote Calculator performs a calculation when a user or process does any of the following actions.
- Selects Calculate in the line editor
- Adds products or deletes lines in the line editor
- Selects Save or Quick Save in the line editor
- In Salesforce Classic, the package setting Disable Background Calculation Refresh affects the results of a save action in the quote line editor. If the setting is active, Salesforce CPQ doesn’t update standard object pages following a background quote calculation triggered by a save. This setting is always disabled in Lightning Experience and Salesforce1.
- Edits a quote line using the Edit button
- Clicks Calculate on the quote detail page. The quote detail page's Calculate button is available in Salesforce CPQ Spring ’19 and later.
- Inserts or updates a quote line through Apex, a workflow rule, a Process Builder, a flow, or via a data load process.
- The Advanced Quote Calculator doesn’t support inserting a quote line or updating the calculating fields directly from a queueable job. These actions start a queued calculation from the quote line trigger, which results in an error.
- After placing an order against a quote, do not modify any parts of the quote that affect cost. Do not modify products, dates and schedules, quantity, or price.
- When multicurrency is enabled, the currency value from a product record is converted via exchange rate and the quote line inherits the converted value. However, the Advanced Quote Calculator in Lightning Experience doesn’t support currency conversion, so this value isn’t mapped properly from quote line to the opportunity product. To get the correct currency value, create a formula field on the opportunity product instead of mapping the fields from the quote line.
Calculating Fields Field Set
Calculating Fields is a quote line field set. A field in this set triggers a quote calculation when its value changes. The following fields are part of Calculating Fields by default and still trigger calculations even if you remove them from the field set.
- Additional Discount (%)
- Distributor Discount
- End Date
- First Segment Term End Date
- Markup (%)
- Partner Discount
- Primary
- Start Date
- Subscription Term
You can also add other fields to Calculating Fields, and remove them if you no longer want their changes to trigger a calculation.
- Add Fields to Trigger Quote Recalculation
The quote’s Calculating Fields field set contains a list of quote fields that trigger a quote calculation when their value changes, either manually or by an automated process. You can add other fields to expand the list of fields that trigger calculations. (Salesforce CPQ Managed Package) - CPQ Quote Calculation Stages
When an action causes a calculation, the Salesforce CPQ Advanced Quote Calculator runs through a series of steps to determine pricing for quote lines and quote. (Salesforce CPQ Managed Package) - Disable Real-Time Calculation for CPQ Quotes
By default, Salesforce CPQ calculates quote prices in real-time based on user actions and changes to fields in the quote’s Calculating Fields field set. If you want Salesforce CPQ to calculate prices only when a sales rep clicks Quick Save or Save in the quote line editor, you can disable real-time calculation. (Salesforce CPQ Managed Package) - Enable Asynchronous Calculation for Quotes
By default, calculations performed outside the quote line editor time out if they take more than 30 seconds. Timeouts can be prevented by enabling asynchronous calculation, however, there are some drawbacks to doing so. (Salesforce CPQ Managed Package)
