Loading
Salesforce now sends email only from verified domains. Read More
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Show Summary Variable Data in the Quote Line Editor

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Show Summary Variable Data in the Quote Line Editor

            Show summary variable data in a field within the quote line editor. This setup is useful for quickly referencing summarized data within a quote line. For example, sales reps can easily see the total quantity and price of products within a certain product family on a large quote. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later
            1. Create a custom number field on your quote. This field shows the value of your summary variable.
            2. Create your summary variable.
            3. Create a price rule with a price action that sets the value of your custom decimal field to the value of your summary variable.
            4. Add your custom field to your quote’s line editor field set.
             
            Loading
            Salesforce Help | Article