Salesforce cpq price rules. Ensure pricing consistency and build client trust. New Price Book for Net-New Subscriptions Although Salesforce CPQ doesn’t support changing the price of existing subscriptions, you can use new or discounted prices for new subscriptions. 18K subscribers Subscribe Explore Salesforce CPQ pricing methods, including List, Cost Plus Markup, Block, Percent of Total, and more. Rule The rule that contains the price action. Rules are associations of entity filters and actions. Salesforce CPQ sets a flag the first time that CPQ triggers run for calculations that prevent the trigger from firing again. Learn how to use Salesforce CPQ Price Rules to streamline your pricing strategies. We will also go through a typical example of setting up a Price Rule with Lookup Queries. Elevate CPQ setup now. However, debugging CPQ Price Rules can be challenging due to the lack of out-of-the-box debugging tools. Salesforce CPQ uses the negotiated price on new quotes, renewal quotes, and amendment quotes. Example Scenario: Admins can use Configuration Attributes to let users set the laptop memory quantity based on the total memory required. Review some important considerations when you create a price rule. (Salesforce CPQ Managed Package) Mar 20, 2024 · Salesforce CPQ price rules are essential to having an effective strategy in streamlining sales and configuration of complex products. It's available in both Angular and Lightning Web Components (LWC) versions, with the enahnced LWC CPQ offering enhanced performance and usability. These rules play a pivotal role in optimizing pricing strategies and ensuring sales teams can quote accurately and consistently. Jan 21, 2021 · Price Rules can also set price based on a custom table setup in Salesforce through the use of Lookup Queries In this video we will go through, in detail, the setup of a simple price rule followed by a little more complex price rule. (Salesforce CPQ Managed Package) Rules for Industries CPQ Salesforce provides an Industries Configure, Price, Quote (CPQ) rules framework. A custom metadata object can be the target of a price rule lookup field. Learn how each strategy optimizes accurate, flexible quoting. (Salesforce CPQ Managed Package) Required Editions Available in: All Salesforce CPQ Editions From your price rul Expected behaviors are detailed in this Knowledge Article. Lookie here. when we have price rules and product rules ,which one executes first when we create quote lines Learn how to master Price Rules in Salesforce CPQ with this step-by-step guide! We’ll cover everything from setting conditions and actions to automating pricing logic, helping you optimize your If none of these pricing adjustments are used, Salesforce CPQ falls back on the price book price for the quote line’s list price. Empower your sales reps with Salesforce CPQ Price Rules for faster quote creation. Learn how to replace list prices efficiently using simple price rules in Salesforce CPQ. You can change the evaluation event base Discover the differences and similarities between Product Rules and Price Rules in Salesforce CPQ. io will provide a full-service solution. Create and evaluate price conditions and actions for accurate quoting. Salesforce CPQ doesn’t support selection rules that add products from different price books. You also have control over custom calculations, such as using a price rule to change a price to one of the fields in the chart. 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. Industries CPQ is now available in two versions: Angular CPQ or Hybrid CPQ: Angular CPQ, also known Use them in Industries Configure, Price, Quote (CPQ) to define a set of conditions and actions that dynamically change the products and prices your customers see in the catalog. Some fields aren’t visible or editable depending on the page layout and field-level security settings. Price Rules are a feature in Salesforce CPQ that allows users to define automated pricing logic. You have a Price Rule based on on May 29, 2023 · Learn how to design a price rule for Salesforce CPQ to automate pricing, boost accuracy, and streamline your quoting process with guided steps. You can also customize workflow rules and price rules to target objects during various stages of the quote calculation sequence. Learn more in our blog. Instead, create unique selection rules to handle product selection from different price books. Any admin implementing SF CPQ will eventually find himself handling tens or even Price rules inject a static value, field value, or summary variable into a quote or quote line field. With CPQ, individual products may be configured to allow sales reps to manually override certain prices, or even change the pricing method used. Prod1 (Product2): Onetime charge - $10 (Price) 200MBPS (Product2): Onetime charge - $10 (Price) Onetime charge - $500 (Price) As you can see here, 200MBPS has $10 and $500 as one time price. Price Rules can be created to target either the ‘Configurator’ or the ‘Calculator’ on the Quote Line Editor. (Salesforce CPQ Managed Package) Required Editions Available in: All Sale Sep 12, 2024 · The following use case details how to use a price rule and a quote field's value to assign a discount schedule in Salesforce CPQ. In fact, Salesforce CPQ supports automatically switching to a new price book when you amend contracts. Salesforce CPQ offers multiple ways to set the Price on a quote line. Rules are run based on the implementation that the When Price Rules in Salesforce CPQ have an Evaluation Scope set to Configurator and the Target Object is Product Option, Price Action Formula and Price Condition Tested Formula fields are unsupported. Discover how to summarize data & create composite variables for pricing. Price Rules for Pricing Guidance Salesforce CPQ Summer ‘19 added Quote Line Pricing Guidance as a Target Object value on price actions. Name " because RecordType cannot be evaluated by Price Rules or Product Rules in Salesforce CPQ. Jan 20, 2021 · Example: to create a single Product or Price Rule in Salesforce CPQ, you will have a minimum of two (2) records created on two (2) different objects, the rule “container” record and at least 1 action, provided there are no conditions to take into account. Validation Rules in Nested Bundles Use validation rules within nested bundles to expand the scope of options Salesforce CPQ considers when evaluating quotes and products. Using Price Rule Lookup Queries Against Custom Objects Define a custom object to store data in Salesforce CPQ and then reference this data through lookup queries on your price rules. 📌 Struggling to understand the execution flow in Salesforce CPQ? In this video, we break down the Order of Execution between Price Rules, QCP (Quote Calculator Plugin), and Apex Triggers When two price rules In Salesforce CPQ share an evaluation event, the price action’s target field value isn’t usable in another rule’s price condition or lookup queries. Select a value for the Target Object field. Price Rule Fields To create or modify a price rule, enter the information in the appropriate fields. In this tutorial, we'll guide you through the process of creating CPQ price rules and go over some basic configuration to help get you started on using them. You can then use your rule’s actions and conditions to send those values to a quote, quote line, or product option. Each Discover how to utilize Salesforce CPQ for dynamic pricing, discount strategies, and accurate quote calculations to enhance your sales process. salesforce Salesforce CPQ doesn’t execute price rules during Apex test class execution. A defined rule applies to an object, such as an Opportunity, Order, or a Quote. While there are several Price Rule Considerations, if a Price Rule is configured to access a Salesforce CPQ doesn’t execute price rules during Apex test class execution. 1. Price Condition Fields To create or modify a price condition, enter the information in the appropriate fields. Consider a use case where we can create context rules which validates if Prod1 is part of the cart or not. In a few simple steps, we can inject a static value, related field value, calculated formula, table lookup, and more. This is the field that you want Salesforce CPQ to update when the price rule meets its price conditions. (Salesforce CPQ Managed Package) With Salesforce CPQ, sales reps can configure products and services, price them accurately, and generate quotes quickly and efficiently. (Salesforce CPQ Managed Package) Create a Price Condition Add a price condition to your price rule. When you make price rules that target pricing guidance, review important guidelines. It also updates the pricing guidance description. CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. Thus we have four segments with an initial price of $4,000 each. 5%) that can change depending on the partner or other conditions. A price rule’s configurator evaluation event determines when Salesforce CPQ applies the price rule to its target. Source Field Enter the field containing the value that you want to insert into your target field. Sep 7, 2024 · Contracted Pricing is not suitable because it is about fixing a product’s price for a customer, while our need is to apply a variable discount (e. Salesforcestart, is your one-stop-shop for all things Salesforce CPQ! Our daily videos are designed to help you stay up-to-date with the latest trends, best practices, and insights in the world of This short video is ideal for Salesforce CPQ interview preparation, as understanding price rules is critical for anyone aiming to become a CPQ consultant, admin, or solution architect. Aug 27, 2025 · Salesforce CPQ (Configure, Price, Quote) is a powerful tool that helps businesses automate their pricing processes. Making List Price Editable The simplest way to give sales reps the ability to tweak prices is to make a product’s list price editable. Mitigate business risk with controls, approval workflows, and compliance built into the quoting process. (Salesforce CPQ Managed Package) Price Rules & Lookup Queries : In this video we will go through, in detail, the setup of a simple price rule followed by a little more complex price rule. Price action will not be executed if we are using a Price Condition that targets a custom formula field referring to Record Type fields such as " RecordType. Jan 16, 2023 · Explore how Salesforce CPQ Price Rules can optimize your pricing decisions and accelerate deal closures, helping you to sell smarter and faster. However, implementing, developing, and maintaining Salesforce CPQ can Learn how to create bundle-specific product rules and set up summary variables to ensure accurate configurations for sales quotes. This feature is useful if your business contains products that change 0:00 0:58 Consolidate Price Rules by Using Lookup Queries | Price Rules in Salesforce CPQ Saurabh Infotech Solutions 4. Configuration Attribute Guidelines Use configuration attributes to set the value of multiple shared product option fields simultaneously. Create a pricelist with the following products and prices. The following scenario highlights the settings that encounter this limitation: Price Rule: In Salesforce CPQ, managing the execution order of Price Rules is crucial to ensure a seamless and accurate quoting process. Master the art of setting up price rules in Salesforce CPQ to streamline your sales processes and Salesforce CPQ (Configure, Price, Quote) is a powerful tool that streamlines the sales process, making it more effective and productive. What Is CPQ, or Configure, Price, Quote? CPQ defined CPQ is a sales tool for companies to quickly and accurately generate quotes for orders. We Among the many features available with Salesforce CPQ, Product and Price Rules offer many benefits for quoting complex products. Learn to consolidate price rules and handle variations efficiently using lookup queries. Learn about bundles, product rules, pricing, and more. As an integral part of Salesforce Revenue Cloud, CPQ helps organizations optimize their sales processes, enhance revenue generation, and deliver a better overall customer experience. In the CPQ Admin UI, you can use PAV extension fields to create price rules of type criteria. When a sales rep opens a quote that matches the price conditions, Salesforce CPQ adds an extra 10% discount to the Target (%) value. So, Salesforce CPQ creates one segment for each year of the quote’s four-year term. Segments are repeated over the quote’s term. Calculator-scoped price rules can target pricing guidance in the quote line editor. To get the most out of Salesforce CPQ, it’s important to follow best Pricing Guidance Pricing guidance uses Salesforce Analytics to create recommended discounts based on historical pricing trends. 301 Moved Permanently301 Moved Permanently openresty Dec 20, 2017 · I have the fields setup to support the standard functionality to override either the net unit price or the net total price, but I can't seem to figure out how to use this when trying to override via a price rule as it doesn't seem that any fields store the information in any standard way. Pricing Rules are one of the options; we admins have to modify records easily. Enhance pricing methods with Salesforce CPQ. If it is part of the cart, then the Lookup Queries Create lookup queries on your product rules and price rules to evaluate field values on objects other than quotes. Salesforce CPQ evaluates all Summary Variables and Price Conditions for each evaluation event simultaneously. Here’s a simple example of an MDQ product for a 12-month, $4,000 subscription quoted for four years. Each time a quote is calculated, Salesforce CPQ goes through all of the CPQ Quote Calculation Stages (On Initialization, Before Calculate, On Calculate, After Calculate). Why to Use Price Rule here Price Rules allow for dynamic, condition-based discounting. Quote Terms Use a summary variable as a tested variable Sep 12, 2024 · Learn how to create a Lookup Query in Salesforce CPQ Price Rules with this informative lesson. Learn how to restrict price field edits in Salesforce CPQ for specific profiles with Price Rules and Javascript Plugins. Learn how to use Special Price field and avoid recursive calculations. Help And Training CommunityLoading × Sorry to interrupt CSS Error Refresh Learn how to streamline product configuration by using custom objects for flexible and scalable rules in sales and CPQ processes. (Salesforce CPQ Managed Package) How does the Salesforce CPQ package run its queries to pull lookup records for lookup Price Rules? What can be done to reduce the number of rows returned or the heap size of the list returned by these queries? Price Condition Fields To create or modify a price condition, enter the information in the appropriate fields. There are fields! That configure the Price Rule for Price Rule Fields Active Activate this price condition. (Salesforce CPQ Managed Package) Help And Training CommunityLoading × Sorry to interrupt CSS Error Refresh Pricing and calculation package settings manage price calculation on CPQ quotes. (Salesforce CPQ Managed Package) In addition to product rules, Salesforce CPQ price rules help control quoting and optimize sales. Price rules that execute on the After Calculate stage can be used to update unit price May 25, 2020 · LEARN CREATE A PRICE RULE IN SALESFORCE CPQ Price Rules automate price calculations and update quote line fields. After you select Quote Line Pricing Guidance, you can select Target (%), Norm (%), Floor (%), and Explanation as Target field values. The following outlines a sample use case combining Price Rules, Twin Fields, and Configuration Attributes to automatically calculate a quote line’s field value based on the Configuration Attribute value. The Salesforce CPQ product pricing calculation executes between the On Calculate and After Calculate stages of the Salesforce CPQ calculation sequence and finalizes the calculated values of the CPQ unit price fields. Feb 19, 2023 · #salesforce #trailhead #salestraining #salesforcetrailhead Price Rules in Salesforce CPQ : • Price Rules in Salesforce CPQ Sequence Price Rules for Correct Calculations: https://trailhead Price rules inject a static value, field value, or summary variable into a quote or quote line field. This price change will be reflected in SBQQ__RegularPrice__c. When a customer changes the printer quantity and saves the quote, Salesforce CPQ activates the price rule and updates the maintenance kit quantity. (Salesforce CPQ Managed Package) Salesforce CPQ (Configure, Price, Quote) is an essential tool that helps sales teams streamline their quoting process, ensuring quotes are accurate and generated quickly. They apply discounts, adjust prices, or add charges based on specified conditions, enabling Understand how to use and optimize Salesforce CPQ price rules to meet unique pricing requirements effectively. See Also: Known Issue Price Rule Salesforce CPQ: List View for Sequence of Price Rules Find out how to leverage a custom list view to visualize the order in which Price Rules execute based on their Evaluation Event and Evaluation Order. (Salesforce CPQ Managed Package) Oct 5, 2020 · Salesforce itself doesn't recommend to have more then 50 price rules - otherwise, it will influence UI perfomance. Use a summary variable as a price action’s source variable to update quote and quote line fields. Discover how Price Rules extend CPQ pricing functionalities. (Salesforce CPQ Managed Package) Sep 27, 2022 · Explore our new blog to discover how Salesforce CPQ price and product rules can streamline your sales process, enhance accuracy, and boost efficiency for your business. Discover how in our blog. But you can also configure them to run within the configurator too! I am going to use an example Price Rule to illustrate some things about configurator rules. The Bundled checkbox and option pricing are simple ways to automatically adjust the prices of products sold within bundles. Sell faster and boost sales productivity with configure, price, and quote (CPQ) capabilities built on Salesforce. Industries Configure, Price, Quote (CPQ) Industries CPQ simplifies complex sales processes by ensuring accurate quotes and efficient order capture. Rules execute actions on qualified objects. Quotes produced with CPQ software are automated according to a preprogrammed set of rules, ensuring error-free pricing that takes into account quantities May 11, 2022 · According to Salesforce, “price rules inject a static value, field value, or summary variable into a quote or quote line field. Nov 21, 2023 · Price rules play a vital role in this process, and tracking their behavior is essential. You can then assign pricing guidance to your products. Pricing rules can be hard or soft. 1K subscribers Subscribe Learn how to navigate CPQ rule evaluation for product configuration and quote editing to enhance user experience and efficiency. When a sales rep adds a product with pricing guidance to their quote, they can see the target, norm, and floor discount recommendations in the quote line editor. Kindly check my other articles to learn Salesforce CPQ:https://www Sep 24, 2019 · Guess what! Price Rules can operate inside of the configurator! Most times, folks configure them to run in one of the four calculation events in the line editor. Entity filters evaluate objects for specific conditions. CPQ also includes features like guided selling, product bundling, and upselling and cross-selling recommendations, to help sales reps increase revenue and Sep 27, 2024 · -1 We currently have a price rule that sets a value in the quote line whenever a certain record type is used for a quote, however when we try to change the value of the field the it keeps getting reassigned to the one in the price rule price rule specs: Eval Scope: Calculator Calculation Evaluation Event: On Calculate Configurator Eval Event: null In Salesforce CPQ, a Quote Line's Price Floor or Price Ceiling can be enforced by using a Lookup Object, Price Rule, and Product Rule to prevent users from saving Quotes where the Net Unit Price is less than the Price Floor or greater than the Price Ceiling. One of its key components is Price Rules, which allow for dynamic pricing adjustments based on various conditions. In this article, I’ll walk you through the process of implementing Salesforce logging for price rules in Salesforce CPQ doesn’t execute price rules during Apex test class execution. Quote quickly and accurately from anywhere, on any channel using guided selling flows, product bundles, and discounting rules for sellers. Calculator Evaluation Event When the price condition evaluation scope targets the calculator, choose the Learn how summary variables in Salesforce CPQ manage data for price rules. This field can’t be the same as your target field. If multiple price rules target the same custom metadata object, all price The video provides an idea of how can we update any field values runtime using Price Rules. A rule can be dimensional or conditional. This object contains the field that your action targets. Price rules automate price calculations and update quote line fields. However, the value is not exposed at any time in the calculation sequence or thereafter. Use Salesforce CPQ's powerful Price Rules to ensure correct product quantities are sold based on the quantity of other products. 👉 Watch Use the Price Rule Audit field in Salesforce CPQ to track, debug, and troubleshoot price rules effectively. Feb 15, 2024 · In today’s fast-paced business environment, the ability to quickly and accurately configure, price, and quote products is essential for staying competitive. The JavaScript Quote Calculator performs triggered calculations in an external web service requiring a callout, and Apex test classes can’t make arbitrary callouts. However, real-life business scenarios often ask for more complicated logic. Salesforce CPQ offers a powerful solution to streamline this process, ensuring businesses can adapt to their customers’ needs with precision and efficiency. You specify which conditions must be true for your rule to apply its action. From your price rule, go to the Price Actions related list, and click New Price Action. Price rules inject a static value, field value, or summary variable into a quote or quote line field. As a result, workflow rule and process builder updates to a calculating field don’t cause a second calculation. Help And Training CommunityLoading × Sorry to interrupt CSS Error Refresh Jun 10, 2022 · I am trying to learn Salesforce CPQ Price rules. This blog delves into the intricacies of Salesforce CPQ Pricing Rules, a key Make sure that you review the Salesforce CPQ pricing method so that you can track pricing calculations. For example, a rule can fire its action in response to meeting all its conditions, one condition, or a certain logically As can be seen in the Salesforce CPQ Price Waterfall, there is an opportunity to manipulate List Price using Original Price (see Price Rule Considerations) prior to the Sales User applying an Additional Discount. When a pricing Learn how to construct price rules with formula conditions and actions in Salesforce CPQ to set pricing based on specific criteria. Feb 19, 2023 · Get Started with Salesforce CPQ Price Rules | Price Rules in Salesforce CPQ Saurabh Infotech Solutions 4. Learn to create price rules in Salesforce CPQ that automatically update product quantities based on another product's quantity. Create a single price rule to manage multiple scenarios in Salesforce. We use Summary Variables in Salesforce CPQ price conditions, price actions, product rule error conditions, quote term conditions, and other summary variables. Product Rules Use a summary variable as a tested variable or filter variable. Review which types of actions cause your quote to recalculate. You can reference summary variables in the following areas: Price Rules Use a summary variable as a tested variable or filter variable in a price condition. In this case, our product has a subscription term of 12 months with yearly segments. #SalesforceCPQ - Price rules automate price calculations and update quote line fields. Here are the scenarios when a quote needs to be calculated multiple times to receive correct values in Salesforce CPQ. You can identify the price before a discount is applied, the price before proration, and more. (Salesforce CPQ Managed Package) Guidelines for the Effective Quantity Field The quote line’s effective quantity field represents the actual quantity that Salesforce uses while calculating prices for that quote line. When a pricing rule is soft, a customer can see a price even if she is not eligible for it. Get insights on pricing adjustments. At the heart of CPQ lies an often underestimated feature: Price Rules. Learn how to sequence price rules correctly for CPQ calculations. Price actions usually apply discounts to a pricing field on a quote line. I am trying to create something like the following: If the Add on product added is more than 10 then the primary product quote line will have an Additional Discount of 10% Price Rules ! Salesforce CPQ Price Rules ! తెలుగులో !Creating a Price Rule !Price Rule Advantages • Salesforce Development End to End in • Salesforce Admin End to End In Nov 30, 2023 · Salesforce CPQ (Configure, Price, Quote) is a powerful tool that streamlines the process of creating accurate quotes for products and services. Price Conditions A price condition compares a field value, summary variable, or formula against another field value, summary variable, or formula. For example, if a quote contains a product option Apr 4, 2020 · What is the order of execution in cpq. Organize your conditions and actions in a product rule object. If this field is not selected, Salesforce CPQ does not consider this condition when evaluating a price. Oct 19, 2023 · Price rules play a vital role in this process, and tracking their behavior is essential. CPQ applications often work in tandem with CRM platforms, ERP programs, and other business technology, which helps ensure integrated data and accuracy. Price Action Fields To create or modify a price action, enter the information in the appropriate fields. Sep 10, 2024 · Salesforce CPQ (Configure, Price, Quote) helps sales teams configure products, set pricing, and generate quotes quickly. They use calculation procedures to calculate the appropriate prices and apply discounts. We have the four pricing methods, discount schedules, ability for sales reps to add Additional Discounts and so on. Advanced Condition If the Conditions Met field has a value of Custom, define the logic used in evaluating the rule’s conditions. It provides a centralized platform for managing product catalogs, pricing rules, and discount schedules. . (Salesforce CPQ Managed Package) If a price rule has a calculator evaluation event of On Initialization, Salesforce CPQ runs the rule before calculating the rule’s formula fields. Learn which functionality suits your needs. Salesforce CPQ provides a value for this field by default. (Salesforce CPQ Managed Package) Add a price condition to your price rule. Required Editions Available in: Salesforce CPQ+ Summer ‘19 and later The CPQ Quote Calculation Sequence Salesforce CPQ’s Advanced Quote Calculator determines quote and quote line prices in response to user or automated actions. (Salesforce CPQ Managed Package) Create Price Actions Create a price action that performs an action on a Target With Salesforce CPQ Price Rules, we can automate price calculations and update Quote Line fields. These rules help ensure quotes are created the first time accurately, with the correct product features and prices. Any unit price field adjusted before this stage can be overwritten by the calculated value. You can select only 1 type of source One ruleset can have multiple rules and are evaluated in order of the rule sequence. When you create a pricing rule, you specify a calculation procedure as the rule action. In this article, I’ll walk you through the process of implementing Salesforce logging for price rules in CPQ. See how Logik. Eliza, our CPQ developer, wants to create two context rules: one that makes the B2C price list available to consumer accounts only and another rule that makes the B2B price list available just to business accounts. Mar 9, 2024 · Product Rules in Salesforce CPQ helps sales reps to ensure right product is included in product bundle, quote or quote line. If multiple price rules target the same custom metadata object, all price After you associate the discount category with your products, you can use a product rule or price rule to apply that value to those products. Other suggestions are applied to specific field calculations (dates, formula, currency etc). In Salesforce CPQ, only a blank field is treated as null; including any text (including 0, "", null, etc) in the field value results in using that text as a string and/or number to evaluate against. A price rule determines the actual price adjustment made. You might need to manually add values to this picklist in the Order If your price rule has multiple actions, Salesforce CPQ applies actions with lower numbers first. Pricing Rules Pricing rules determine the price of the products in the cart. A rule can contain as many conditions as you like. #salesforce #trailhead #salestraining #salesforcetrailhead Price Rules in Salesforce CPQ: • Price Rules in Salesforce CPQ Learn When to Use the Special Price Field: https://trailhead. Discover the steps and best practices to ensure accurate pricing outcomes. As a Salesforce CPQ consultant, understanding the significance of Price Rule sequencing can enhance the overall efficiency of your sales team. g. Product Rules You can evaluate a product option, quote, or a quote line against user-made conditions and perform an action in response. Salesforce CPQ’s Quote Calculation Stages and Product Pricing ensure that all Quote Lines and Quotes calculate pricing correctly. In this blog, a Price Rule is created to update the fields in Quote Line when a field ‘RefreshPricing’ in Quote object is set to true. Salesforce CPQ is one of the best tools to provide accurate pricing with any given product configuration scenario. For example, for date fields you can only use data format as follows YYYY-MM-DD. ” In other words, price rules are a very versatile tool for CPQ Admins. Sep 26, 2023 · In Salesforce CPQ, "Price Rules" are mechanisms used to adjust product prices based on predefined conditions. They're useful for adjusting guidance Lookup Queries Create lookup queries on your product rules and price rules to evaluate field values on objects other than quotes. Become skilled at creating accurate sales quotes with Salesforce CPQ. Learn more about Salesforce's Revenue Cloud solution and build recurring customer relationships from quote to revenue to retention. 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. Enter a value in the Target Field field. If multiple price rules target the same custom metadata object, all price Discover how Salesforce CPQ product rules optimize business quotes, prevent errors, and improve sales accuracy. tilf nyftsz lxgx tknhnnma inqszi wwiswzi jrcsx stpa pvcqn cuyspwe