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Price Rule Fields
To create or modify a price rule, 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 Rule Fields
- Active
- Activate this price condition. If this field is not selected, Salesforce CPQ does not consider this condition when evaluating a price.
- Advanced Condition
- If the Conditions Met field has a value of Custom, define the logic used in evaluating the rule’s conditions.
- Calculator Evaluation Event
- When the price condition evaluation scope targets the calculator, choose the action
that causes Salesforce CPQ to evaluate the price rule.
- On initialization—After a calculation is triggered, Salesforce CPQ evaluates the price rule during Step 4 of the Loading and Initialization process.
- Before calculate—Before Salesforce CPQ calculates the quote’s price
- On calculate—While Salesforce CPQ calculates the quote’s price
- After calculate—After Salesforce CPQ calculates the quote’s price
- Conditions Met
- Define the logic for whether the price rule applies its action to your quote based on
the value of the rule’s conditions.
- All—Apply the action if all the rule’s conditions are met
- Any—Apply the action if any rule condition is met
- Custom—Use this field with the Advanced Conditions field to define when to apply the action. For example, you can enable a rule with three conditions to apply based on the logical statement 1 AND (2 OR 3).
- Configurator Evaluation Event
- If the price condition evaluation scope targets the configurator, choose the action
that causes Salesforce CPQ to evaluate the price rule.
- Save—The sales rep clicks Save in the configurator. This action is the default.
- Edit—Immediately after a sales rep or rule changes a quantity field in the configurator, and when the sales rep clicks Save.
- Evaluation Scope
- Choose whether Salesforce CPQ evaluates a price rule during bundle configuration or within the quote line editor.
- Evaluation Order
- Define the order of evaluation for the price rules in your org. Salesforce CPQ applies a price rule starting with the lowest evaluation order, so the price rule with the highest order number is evaluated last. A higher-order number takes precedence if a lower-ordered rule targets the same object.
- Lookup Object
- Price rules can also use lookup queries to evaluate quote fields against fields from an object outside the quote line editor, which is called a lookup object. If you’re using lookup queries on your price rule, define your lookup object here.
- Product
- Legacy Calculator only: Assigns a price rule to a specific product. When Salesforce CPQ evaluates a quote containing this product, it applies the price action to all the product’s quote lines that meet the price rule’s price conditions.
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