Summary Variable Ex1 - Volume-Based Logic across Product Families

 

  1. 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
  • Aggregate Field: SBQQ__Quantity__c
  • Filter Field: SBQQ__ProductFamily__c
  • Operator: equals
  • Filter Value: Hardware
Step 2: Create the Price Rule
This rule evaluates the result of the Summary Variable.
  • Price Rule Name: Apply_Software_Incentive
  • Evaluation Event: On Calculate
  • Evaluation Scope : Calculator
  • Conditions Met: All
Step 3: Create the Price Condition
This checks if the threshold is met.
  • Tested Variable: Total_Hardware_Units
  • Operator: greater than
  • Filter Value: 50
Step 4: Create the Price Action
This applies the discount, but you must ensure it only hits the software.
  • Target Field: SBQQ__Discount__c
  • Value: 15
  • Constraint: You can add a second Price Condition to the rule where SBQQ__ProductFamily__c equals "Software" to ensure the 15% discount isn't accidentally applied to the hardware lines as well.
User Experience in the Quote Line Editor (QLE)
  1. The Rep adds 40 servers. No discount appears on the software.
  2. The Rep increases the server quantity to 55.
  3. As soon as they click Calculate, the CPQ engine runs the Summary Variable, sees the value is 55, triggers the Price Rule, and the Discount field on the Encryption Licenses automatically updates to 15%.
Would you like to see how to adjust this to a tiered model (e.g., 50 units = 15%, 100 units = 25%) using a Lookup Table?

















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