Discounting Tools in Salesforce CPQ

In Salesforce CPQ, there are several ways to discount prices.  

  1. Providing Discounts when customers purchase product in a bundle 

You can give discounts to customers when they purchase a specific product in a bundle. This can be achieved by adding discount % in Discount (%) field of Product Option.  

For example, you can provide discount for product CPU 2.2GHz i7 when customers purchase this product in a bundle, by adding discount in Discount (%).  

When you add the product bundle which contains CPU 2.2GHz i7 product option to the quote, 10% discount will be applied.  

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  1. Volume-Based Discount 

You can give a discount to the customer based on the quantity of purchased products.  

For applying discount schedule, complete following steps.  

  1. Create a Discount Schedule Record and add Tiers 
  1. Update Discount Schedule of Product record with the created Discount Schedule 

Following is the example.  

Tiers of Discount Schedule. This Discount Schedule is added in Discount Schedule look up of product record LAPTOP15.  

When quote is added with Laptop with quantity of 99: 

When quote is added with Laptop with quantity of 100: 

When quote is added with Laptop with quantity of 200: 

  1. Apply Manual Discounts  

In Salesforce CPQ, you can apply discounts to the products by adding additional discount % or amount in Additional Discount field in quote Lines. 

In the screenshot given below, you can see that 13% discount is applied to a quote line item.  


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