SAAS: Discount-value - To be used with CLOUD/SAAS discounts only. This discount based on the $$ volume of the deal, Software only, no more multiplying lines and licenses. Simply base your % discount amount on the total dollar $$ volume of the deal. Refer to the chart below for the % to use. The Chart of Discount %:
5K-9,999K = 5%
10K - 19,999K = 10%
20K - 39,999K = 15%
40K - 199,999K = 20%
200K + = 25%
From what I understand, you want the Discount to be applied on the Quote Total amount if at all the total amount reaches a particular value for (consisting of the only specific set of products [Software Only products]).
If that is the case, maybe you can write a price rule to achieve the same.
Here are a high-level steps to achieve the same:
Step 1: Using Summary Variable, calculate the total Price of all the software products.
Step 2: Use the formula to apply the discount in Price Rules to apply a discount based on the table you mentioned above. Here if you can choose to apply a discount on both Quote Level or Quote line level as well basis you need.
Let me know if there is any confusion or if that helps.
I am being required to "enable quotes" to install a software application. We are in the middle of a CPQ install with another team. Is there any negative impact to CPQ if we "enable quotes"?
Does anyone have any processing speed benchmarks when considering Product Selection Rules vs. Option Constraints?
I have one complicated, configured Product that requires 48 Option Constraints for one specific combination (48 different Options in one Feature should be "excluded"/disabled/invalid if some other Option from a different Feature is chosen).
This same logic could be enforced using a "Remove & Hide" Product Rule with a filter, meaning just 1 Product Action record instead of 48 Option Constraint records.
I recognize that there's a difference in how Product Rules are executed, compared to Option Constraints, but from a processing standpoint.... would one of these alternatives (PR vs OC) represent a significant advantage or disadvantage over the other?
As long as you don't have a large amount of other product rules or a large amount of lookup queries in your product rules, the performance shouldn't be much different.
Putting performance aside, I think it would be easier to administer one product rule vs 48 constraints.
Now I want to filter the list of selectable products to be added to each Opportunity using those fields.
Is it possible? In lightning?
This Trailblazer Community category is specific to the Salesforce CPQ and Salesforce Billing products. If you're looking for assistance with Salesforce, you may have better luck re-posting this in another category.
The Manager field is populated for all the users creating the CPQ Quote.
The issue is when we click on the "Preview Approvals Button" on the Quote object we are getting "Error: Attempt to de-reference a null object" on the popup window. This is happening only for some users who were selected as Manager. For some manager Users, this error is not coming.
Please let me know if you have any clue to resolve this issue.
"Error in trying to create Quote. ERROR : Insert failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, SBQQ.QuoteBefore: execution of BeforeInsert\n\ncaused by: System.SObjectException: Field Opportunity.IqScore is inaccessible in this context\n\nClass.SBQQ.MetaDataUtils.getFields: line 215, column 1\nClass.SBQQ.MappingUtils.identifyAndCacheMappableFields: line 52, column 1\nClass.SBQQ.MappingUtils.getMappableSrcFields: line 28, column 1\nClass.SBQQ.ContractDAO.setStandardSelectContractFields: line 422, column 1\nClass.SBQQ.ContractDAO.loadByIdsAndRelatedFields: line 236, column 1\nTrigger.SBQQ.QuoteBefore: line 75, column 1: "
Error "No such column 'LastViewedDate' on entity 'SBQQ__ProductOption__c' while configuring Products in CPQ
I assume this is related to some new beta field released may be "LastViewedDate" and some problem in CPQ line editor page to handle that.
Facing this error in Sandbox but not in Production for CPQ.
In case anybody knows the solution please share.
Thanks in Advance :)
From my understanding, Salesforce CPQ provides the following fields :
- ACV (1st Year)
- Margin (Amt)
- Margin (%)
Unfortunately, I don't see any of these fields on the opportunity object after I installed the package.
Is it just suggested fields or is CPQ supposed to provide these fields ?
MRR computation, based on quote line items related to the primary quote, would be terrific.
I'm pretty sure we deprecated those fields and stopped shipping them. The reason is that we found that different customers calculated those values differently and we could not customize them for everyone. I have requested we update our documentation.
Sorry for the inconvenience.
From the CPQ Quote "Edit Lines" button I get a screen which tells me the quote has no line items and to click the "Add Products" button, however there is no add products button.
This is in a sandbox org, which was just refreshed from production. I've done the OAuth already in the config settings. What else am I missing?
Here is a screen shot: