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Manage Your Quotes with CPQ
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            Create Price Actions

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            Create Price Actions

            Create a price action that performs an action on a Target Field when the price rule meets certain criteria. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. From your price rule, go to the Price Actions related list, and click New Price Action.
            2. Select a value for the Target Object field. This object contains the field that your action targets.
            3. Enter a value in the Target Field field. This is the field that you want Salesforce CPQ to update when the price rule meets its price conditions. You might need to manually add values to this picklist in the price action’s page layout.
            4. Choose the value that you want to insert into your Target Field when your price rule meets its conditions. You have several options.
              1. To insert a static value into your Target Field, enter the value in the Value field.
                This field usually has a numeric value because you typically target a line’s quantity or price.
              2. To insert the result of a formula into your Target Field, enter the formula in the Formula field. You can construct a formula using Salesforce operators and functions. You can also add information from the Quote or the Target Object field (for example, SBQQ__QuoteLine__c.SBQQ__ListPrice__c).
                Important
                Important
                • As of Salesforce CPQ Spring ‘20, we changed the way literal values representing percentages are evaluated in the Formula field of a price action to be consistent with the way price action formulas evaluate percentage values. This change also brings consistency with the way Salesforce formulas are evaluated in custom field definitions overall. To avoid any issues, update existing price action formula fields that contain percentage field values. Use decimals for values representing percentages, such as 1 for 100%, or 0.5 for 50%.
                • Before Salesforce CPQ Summer '19, when a price action formula evaluated a quote or quote line percentage field, it divided that field value by 100 within the formula logic. For example, a percent field value of 50% was evaluated as 0.005 rather than 0.5 within the formula. Fields that used the result of the price action formula had an incorrect value. Users could avoid this issue by multiplying quote or quote line percentage field values by 100 in their price action formulas. As of Salesforce CPQ Summer '19, price action formula fields don’t divide quote or quote line percentage field values by 100. If you have price action formula fields where you multiplied percentage field values by 100 to avoid this error, you need to update them.
              3. To insert a value from another quote line field on your quote, enter the field’s API name in the Source Field field.
              4. To insert a value from a summary variable, enter the lookup to that variable in the Source Variable field.
              5. To insert a value from a lookup query, select the field for the Source Lookup Field.
            5. If your price rule contains multiple actions, set their Order fields to control when Salesforce CPQ evaluates each action. Actions with lower numbers are evaluated first.
            Example
            Example

            You want your quotes to contain one wireless router for every 12 laptops your customers order. Your routers have a Product Code of WIFIAP, and your laptops have a Product Code of LTPRO. In this case, you want a calculator-scoped price rule that applies the rule on calculation, one condition, and two actions. Make sure that you have a summary variable that counts the total quantity of laptops on your quote and divides the quantity by 12. You reference this variable in the first action.

            Price Condition

            • Object: Quote Line
            • Field: SBQQ__ProductCode__c
            • Operator: Equals
            • Filter Type: Value
            • Filter Value: WIFIAP

            Price Action

            • Target Object: Quote Line
            • Target Field: SBQQ__Quantity__c
            • Source Variable: Total Laptop Quantity / 12
            • Order: 1

            Price Action

            • Target Object: Quote Line
            • Target Field: SBQQ__Quantity__c
            • Formula: CEILING(SBQQ__Quantity__c)
            • Order: 2

            When a user performs a calculation in the quote line editor, Salesforce CPQ considers all quote lines where the Product Code equals WIFIAP. It then processes the first action and updates the quantity of those lines so they equal the result of your summary variable. Finally, Salesforce CPQ considers the second action and uses the ceiling formula to round the router’s quantity up to the nearest whole number.

             
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