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Manage Your Quotes with CPQ
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            Edit Pricing Guidance Records

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            Edit Pricing Guidance Records

            Sometimes the pricing tier generation logic doesn’t match what your pricing guidance needs. When you want to change the default suggested discount values or quantity bound ranges, edit the pricing guidance and pricing tier records. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Summer ’19 and later

            All changes to a pricing guidance record must be made on the record itself, not the Create Pricing Guidance page. Changes made on a pricing guidance record don't flow back to the Create Pricing Guidance view that you used to create the record.

            1. From the Pricing Guidance object page, select your pricing guidance record.
            2. Edit the pricing guidance fields and tiers.

              Salesforce CPQ shows your changes when sales reps open the Pricing Guidance page in the quote line editor. If you changed a target discount that a sales rep previously accepted, Salesforce CPQ doesn't update the Additional Discount field with your new value. If the sales rep wants to apply the new target discount, they'll need to accept it again.

             
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