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Manage Your Quotes with CPQ
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            Price Action Fields

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            Price Action Fields

            To create or modify a price action, enter the information in the appropriate fields. Some fields aren’t visible or editable depending on the page layout and field-level security settings. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            Price Action Fields

            Formula
            If the action applies a formula to your target field, define the formula here. You can use fields that are available on your target object.
            Note
            Note Formulas aren’t supported when the target object is Product Option.
            Order
            If your price rule has multiple actions, Salesforce CPQ applies actions with lower numbers first.
            Rule
            The rule that contains the price action. Salesforce CPQ provides a value for this field by default.
            Source Field
            Enter the field containing the value that you want to insert into your target field. This field can’t be the same as your target field. You can select only 1 type of source per price action.
            Source Lookup Field
            If your price rule uses lookup queries, choose the API name of the field that you want to return from the lookup object record that matches your condition. You can select only 1 type of source per price action.
            Source Variable
            Choose the summary variable that you want to insert as the value of your target field. You can select only one type of source per price action.
            Target Field
            Choose the field that receives an updated value as the result of this price action.
            Price actions can't target the quote's Group field.
            Target Object
            Choose the object containing the field that you want to update as the result of this price action.
             
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