Salesforce CPQ Price Rules

With Salesforce CPQ Price Rules, we can automate price calculations and update Quote Line fields.  

For example, we can use Price rules in the following scenarios,  

  • Update Unit Price of Quote Line, based on a condition 
  •  Apply Discount to the Quote Line 

Price Rule 

In Price rule, you can define when (on Calculate, On Initialization, Before Calculate, After Calculate) price rule should be evaluated.  

Price Condition 

In Price Condition record, you can specify which conditions must be true to apply actions of the price rule. 

Price Actions  

In Price Actions, you can specify the actions to be applied on target field when conditions specified in Price Condition records met. 

Example 1 

Following is the example of Price rule for giving 5% Additional Disc. (%) when quantity of a product TABLET10 is more than 10. 

Price Rule for applying price action to update Discounts for TABLET10.  

This rule will apply the discount to the product TABLET10, when the [Calculate] button is clicked.  

Price Condition 

Price ActionGraphical user interface, text, application, emailDescription automatically generated 

When the user adds a product with code TABLET10 with a quantity of more than 10, a 5% additional discount will be applied, when the [Calculate] button is clicked.  

References:  

https://help.salesforce.com/s/articleView?id=sf.cpq_price_rules_intro.htm&type=5

About MST

At MST Solutions our cornerstone is to adapt, engage and create solutions which guarantee the success of our clients. The talent of our team and experiences in varied business verticals gives us an advantage over other competitors.

Recent Articles

Harnessing Generative AI in Healthcare Insurance: Streamlining Operations and Enhancing Member Insights

Healthcare insurance providers are navigating new ground and capitalizing on new opportunities made possible through artificial intelligence. AI can be utilized to lower costs for payers and improve the member experience as well as the overall health and well-being of members, leading to greater member satisfaction and improving trust and reputation for the payer’s brand.

Read Article »

Work with us.

Our people aren’t just employees, they are key to the success of our business. We recognize the strengths of each individual and allow them time and resources to further develop those skills, crafting a culture of leaders who are passionate about where they are going within our organization.