Setup Summary Variable and Price Rule in Salesforce CPQ – Hands–On Workbook

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(Image attached on every single step)

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Create Product β€˜Zomato Gold Membership’

Subscription Term: 3

Subscription Type: Renewable

Subscription Pricing: Fixed Price

Product Family: Membership

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Price of $15

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Create a Price Rule to Apply the Discount to Menu Items

Evaluation Event: Before Calculate as we want the discount to apply immediately before clicking on calculate button

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Summary Variable

Check the summary variable to ensure the Zomato Gold Membership is present:

  • Object: Quote Line
  • Tested Variable: CountZomatoGoldMembership
  • Operator: Greater than
  • Filter Value: 0

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Price Conditions 1

Condition checks if there is at least one Zomato Gold Membership in the quote using the Summary Variable (CountZomatoGoldMembership > 0).

Object: Quote Line

Field: SBQQ__ProductFamily__c

Operator: Equals

Value: Membership

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Condition 2

Condition checks if the Product Family is “Menu Items.” as we want to apply 30% discount to Menu Items

Object: Quote Line

Field: SBQQ__ProductFamily__c

Operator: Equals

Value: Menu Items

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Price Action

The Price Action is using the formula to apply a 30% discount (SBQQ__ListPrice__c * 0.7)

Target Object: Quote Line

Target Field: SBQQ__ ListPrice __c (to adjust the net price of menu items)

Formula: SBQQ__ListPrice__c * 0.7 (apply a 30% discount)

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Create Quote

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Output

Go to Quote Line Editor and do the testing:

Initially the price is as follows:

Gulab Jamun: $4 from Spice of India (Individual Product)

Panna Cotta $12 from The Italian Bistro (Bundled Product)

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Now, let’s add Zomato Gold Membership and see the difference in pricing:

Gulab Jamun: $4 from Spice of India (4 * 0.07 as 30% discount is given)

Panna Cotta $12 from The Italian Bistro (12 * 0.07 as 30% discount is given)

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