Questions tagged [pricerule]

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Salesforce CPQ custom calculation based on custom fields

Does anyone know how to use custom fields of a custom object in a price rule? For example, I have the Living Area number field. If someone now clicks on “Calculate”, the number of products should ...
Salesforce_FreeLancer's user avatar
0 votes
0 answers
205 views

Allow manual price override after price rule execution

We have a generic price rule configured, which sets the list price based on the attribute values selected. We have a formula field which is the concatenation of all the different attribute fields and ...
Chandrashekaran's user avatar
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0 answers
81 views

CPQ Pricing Rule with custom PoT for each bundle depending on Configuration Attribute

I have many product bundles with same structure. Here i give example for four Product Bundle A Product Bundle A1 Product Bundle A2 Product Bundle A3 Product Bundle B Product Bundle B1 Product ...
Muhammad Sheheryar Afsar's user avatar
-2 votes
2 answers
791 views

Duration calculation between two date fields

I have two date fields start date &End date. I want to calculate the duration between these two fields in the no.of months with a formula for a Price action salesforce CPQ. Can anyone help me in ...
Raju's user avatar
  • 7
0 votes
1 answer
596 views

Price Rules in Salesforce CPQ

I am trying to learn Salesforce CPQ Price rules. 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 ...
Madhurima's user avatar
  • 1,385
1 vote
1 answer
928 views

How to set a reference/lookup field through Price Action in SF CPQ?

I am working on a Price Rule which has one of the action to update lookup fields on Quote Line. To elaborate we have From and To (reference to Location custom object) on Line Group and we'd like to ...
Sagnik's user avatar
  • 605
1 vote
1 answer
2k views

Hide product 'C' AND 'D' when product A is present

I need to create a rule in salesforce CPQ, that hides product 'C' and 'D' when product A is selected. I have created a selection rule. I am not sure if I shd use a configuration attribute or summary ...
Gargi Gupta's user avatar
0 votes
1 answer
530 views

In price rules, lookup query Tested field not showing "CurrencyIsoCode" value

dev sandbox able to see, when trying create full copy it is not visible. How to populate lookup field value "CurrencyIsoCode" in TestedField Appreciate your help
purna's user avatar
  • 77
0 votes
1 answer
2k views

Customize CPQ Clone Line Function

I have a request to customize the CPQ Clone Line function within the Quote Line Editor. The default behavior of the clone function is that all fields on a quote line are copied during a clone line ...
Mike Paisner's user avatar
0 votes
1 answer
824 views

Salesforce Price Rule Pro-Rating Scenarios Based on Subscription Start Date/End Date Not Calculating as Expected

We created some pro-rating scenarios via Price Rules. The price rules are for a specific price book and based on Subscription start and end Dates. Here are all of the scenarios but we tested on the ...
Rachel Linder's user avatar
0 votes
4 answers
2k views

Brand new CPQ: how to get Price Action > Target Field populated? Only manually?

Just have installed the CPQ Managed Package v220.10 on a blank Developer Org. Now on an existing Org I found the Picklist for Target Field populated like this: But on my brand new org it's only ...
Uwe Heim's user avatar
  • 28.4k
0 votes
1 answer
1k views

Salesforce CPQ - is there a list of applied Price Rules per Quote Line?

We have many complex price rules created. Now when we Calculate a quote, some of these price rules are applied, if their conditions are met. Many rules may apply on a single quote line. For developers ...
Uwe Heim's user avatar
  • 28.4k