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Pricing and Calculation Package Settings
Pricing and calculation package settings manage price calculation on CPQ quotes. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
| Field Name | Description |
|---|---|
| Allow Non-Consecutive Custom Segments | Custom price dimensions for MDQ products can begin any number of days after the previous segment’s end date. By default, a custom segment must begin the day after the previous segment’s end date. |
| Authorize New Calculation Service | Enable the Salesforce CPQ Advanced Quote Calculator. This setting appears only upon the first installation of Salesforce CPQ and disappears after a user selects it. |
| Calculate Immediately | Enable real-time calculations in the quote line editor. Sales reps can avoid clicking Calculate to see calculated values in the quote line editor after updating fields. However, they still must Save or Quick Save their quote for Salesforce CPQ to update the quote record and related records. Disabling this feature can improve quote line editor performance. |
| Currency Symbol | Salesforce CPQ uses this currency symbol in the quote line editor and on generated documents. Provide a value here only if you use a single currency. |
| Disable Background Calculation Refresh | 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. |
| Enable Quick Calculate | The Quick Calculate feature improves quote calculation time by disabling the following features.
|
| Unit Price Scale | Fractional unit prices round off to this many decimal places. |
| Use Inactive Prices | Use inactive product prices. |
| Use Integration User for Calculations | Access the external calculation service with an integration user and a short-lived access token. The existing refresh token is removed and the Salesforce CPQ Integration User permission set is created. The new permission set is then added to the CPQIntegrationUserPermSetGroup permission set group. Test by running a calculation from a quote. Verify that you can amend and renew a contract created from an opportunity. If the process finishes without errors, you’re using the new access to the calculation service. If there’s an error, grant the CPQIntegrationUserPermSetGroup permission set group integration user access to the custom fields or objects used during quote calculations. For example, add a permission set to the permission set group. By default, the CPQ Integration User has the modify all access to the Opportunity object. If you create a custom object with Private as the org-wide default sharing setting, and want to access the custom object for calculations, then grant the CPQ Integration User permission set the view all or modify all access to the custom object. |
| Use Legacy Calculator | Enable the Salesforce CPQ Legacy Quote Calculator. Salesforce CPQ no longer offers support for this version of the calculator. |
