Summary Variable Ex1 - Volume-Based Logic across Product Families
Volume-Based Logic across Product Families : Calculate the total quantity of all products in the "Hardware" family to trigger a flat discount on "Software" line items. In a real-world Salesforce CPQ scenario, a tech company sells both Server Hardware and Security Software . To encourage larger infrastructure deals, they offer a "Software Incentive" where buying a high volume of hardware unlocks a deeper discount on the software. The Real-Time Scenario A Sales Rep adds 60 Rack Servers (Hardware family) and 10 Encryption Licenses (Software family) to a quote. The company policy states: "If a customer buys more than 50 total units of Hardware, apply a 15% discount to all Software items on the quote." How to Configure This in Salesforce CPQ Step 1: Create the Summary Variable This variable scans the quote in real-time to find the total hardware count. Variable Name: Total_Hardware_Units Target Object: Quote Line Aggregate Function: Sum Aggre...
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