Quick Answer: Which Is A Salesforce CPQ Pricing Method For Products?

What is list price in Salesforce?

A list price is the custom price that you associate with a product in a custom price book.

For example, you can maintain one set of prices for domestic orders and another for international orders.

Sales prices are the actual prices that sales reps specify for the products that they add to opportunities and quotes..

What is a summary variable?

A summary variable targets a field on an object and then performs a math function on that field. You can set a target object and leave the filter information fields blank to target all instances of that object across your quote. … The Aggregate Function field sets the type of math function the summary variable performs.

What is the correct order of data import to load price rules in CPQ?

As long as you load your price rules first, and summary variables exist prior to creating conditions and actions that reference them, it doesn’t matter which order beyond that.

How do I add a quote to a PDF in Salesforce?

Create a Quote PDF by Selecting a TemplateDo one of the following. If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. … Generate a preview by clicking Create PDF.Save the PDF to the Quote PDFs related list by clicking Save to Quote.

What is a list of prices called?

The list price, also known as the manufacturer’s suggested retail price (MSRP), or the recommended retail price (RRP), or the suggested retail price (SRP) of a product is the price at which the manufacturer recommends that the retailer sell the product.

How do I set up a product in Salesforce?

Add New ProductsClick. to open the App Launcher and select Products .Click New and enter these details: Field. Details/Action. … Click Save & New .Create another new product and enter these details: Field. Details/Action. … Click Save & New .Create one more new product and enter these details: Field. … Click Save .

What is price rule in Salesforce CPQ?

In addition to product rules, Salesforce CPQ price rules help control quoting and optimize sales. Price rules automate price calculations and update quote line fields. This feature is useful if your business contains products that change in response to the presence of other products on your quote.

How do you send a PDF quote to a customer with Salesforce CPQ?

Generate and Send a CPQ Quote DocumentGo to a quote record and click Generate Document.If the Document Language setting is available, choose a document language. … Choose an output format. … Enter a document name. … Choose any other documents you want to add.Choose one of the following actions.

Which items can you dynamically generate on a PDF quote?

Specific pages, sections, and even individual quote terms can appear dynamically as well. You can add to the output by attaching supplemental materials, such as product specification sheets, to get a single, concatenated PDF.

What is difference between list price and selling price?

The list price of a home is the price at which the seller determines to market the property. … The sale price is the price at which the seller and buyer agree. This number is determined in negotiations between the buyer and seller, but is typically based on the sale price of comparable properties in the area.

What is the difference between unit price and list price?

List price is the price of the item which gets defaulted from the price list. Unit selling price is the price which gets reflected once the discount which is mentioned in the modifier, gets applied. So, (List price-discounts applied ) = unit selling price.

What is configuration attribute in Salesforce CPQ?

A configuration attribute that you can assign to any product option. You can enable global attributes in your Salesforce CPQ package settings. Once enabled, when you create a configuration attribute, Salesforce CPQ lets you choose whether its record type is a configuration attribute or a global attribute.

What is product rule in Salesforce CPQ?

When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action. You can set Conditions Met so that the rule fires when: All error conditions are true.