Salesfroce CPQ - Trailhead

 

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Summary Variable Ex1 - Volume-Based Logic across Product Families

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  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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Salesforce CPQ Summary Variables

In Salesforce CPQ, Summary Variables act as the "math engine" for your Quote Line Editor. They allow you to perform calculations across various records and use those results in Price Rules or Product Rules. Here are 10 different scenarios for using Summary Variables: 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. Cross-Group Aggregation : On a quote with multiple Quote Line Groups , use a Summary Variable to find the total amount of the entire Quote to determine if the customer qualifies for a "Global Account Discount." Tiered Discounting on Specific SKUs : Sum the quantity of a specific product (e.g., "User Licenses") to determine which Discount Schedule to apply via a Price Rule. Enforcing Minimum Spend Requirements : Use a Summary Variable to total the Net Total of a "Professional Services" group. If t...
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Bundle Attributes - Salesfroce CPQ

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 1. Configuration Attribute        A) we need pick list "Meal Size" (values Small,Large) on product option and quoteline      B) Configuration Attribute create pick list MealSize (values Small,Large).   * Go to “ Target Field ” field on  “Configuration Attribute” Object.  * Add pick list value  to “ Target Field ” field on  “Configuration Attribute” Object, as “ Meal_Size__c ” this is twin field API name we have created in above . * Add  “Configuration Attribute” record In Product related records as below  Go to Qote and Add PVR Combo Product now we are able to see configuration attribute on top of bundle product as below 
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