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Price Rules
Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Price rules inject a static value, field value, or summary variable into a quote or quote line field. For example, create a price rule so that the quantity of maintenance kits in your quote is always twice the quantity of that quote’s printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity.
Price rules can target the configurator or the quote line editor’s calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule:
- Before calculation
- After calculation
- During calculation
- Or during any combination of the above three
To learn more about events that trigger calculations, check out The CPQ Quote Calculation Sequence.
If you target the configurator, you can set the Configurator Evaluation Event field to apply the price rule:
- When the user saves
- When the user edits the bundle and also when they save
The price rule record contains Price Rules, Price Conditions, and Price Actions.
- 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) - Price Conditions
A price condition compares a field value, summary variable, or formula against another field value, summary variable, or formula. A rule can contain as many conditions as you like. You specify which conditions must be true for your rule to apply its action. For example, a rule can fire its action in response to meeting all its conditions, one condition, or a certain logically determined combination of its conditions. (Salesforce CPQ Managed Package) - Price Actions
When your price rule meets its conditions, the rule applies its price actions to a target field. A price action sources the value from a summary variable, formula, user-defined value, or other quote line field and sends that value to your target field. A price rule must have at least one action. You can have several actions that target the same field, or several actions that each target a different field. (Salesforce CPQ Managed Package) - Configurator Evaluation Events
A price rule’s configurator evaluation event determines when Salesforce CPQ applies the price rule to its target. You can change the evaluation event based on when you want sales reps to see the price rule’s results. (Salesforce CPQ Managed Package) - Price Rule Considerations
Review some important considerations when you create a price rule. (Salesforce CPQ Managed Package) - Price Rules for Pricing Guidance
Salesforce CPQ Summer ‘19 added Quote Line Pricing Guidance as a Target Object value on price actions. After you select Quote Line Pricing Guidance, you can select Target (%), Norm (%), Floor (%), and Explanation as Target field values. Calculator-scoped price rules can target pricing guidance in the quote line editor. They're useful for adjusting guidance discounts and descriptions. (Salesforce CPQ Managed Package)
