Create Pricing Guidance Manually

Users without CRM Analytics can create a pricing guidance record and define its discounts and tiers manually. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ+ Summer ’19 and later

From the Pricing Guidance record page, click New, then define fields for the pricing guidance record.
1. Give your pricing guidance a name.
2. Provide a description and a summary. The description is a brief overview of the guidance that you and other admins can reference while managing Pricing Guidance records. Use the Summary field to provide a detailed explanation of the parameters that you evaluated to determine the discounts and boundaries of your pricing tiers.
3. Provide an explanation for your sales reps. They see the explanation when they open this Pricing Guidance on their quote in the quote line editor.
4. Set your pricing guidance as active. Inactive Pricing Guidance records don't appear for your sales reps in the quote line editor.
Create your Pricing Guidance Tiers.
1. From the Pricing Guidance detail page, click New Pricing Guidance Tier.
2. Give your pricing guidance a name.
3. Give your tier a lower and upper bound.
4. Give your tier target, norm, and floor discounts.
5. Create more tiers if needed.
Assign your pricing guidance to a product’s Pricing Guidance field. You can associate a pricing guidance record with more than one product.

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