Salesforce CPQ Terms and definitions 2024

Product Options Individual products that users can select from when configuring a bundle. Multi-Lingual Considerations You can install Salesforce CPQ in a multi-lingual instance, but the components are available only in English. Feature A group of product options within a bundle. You can use the Min Options and Max Options fields to define selection restrictions for objects in the same feature, such as "pick one or more" or "pick 3 of 5." Configurator Evaluation Events Determines when Salesforce CPQ applies the price rule to its target. None: CPQ applies the price rule after the user clicks Save and then leaves the configurator. Save: CPQ applies the price rule after the user clicks Save in the configurator. Edit: Salesforce CPQ applies the price rule immediately after the user navigates out of a changed field that the price rule is covering. Product Bundles A product with optional features or components that you want to include on a single quote line. Bundle Parent The parent product of the bundle. Option Product in a bundle that contributes to the bundle price. You can consider this child of the parent bundle. Doesn't contribute to the bundle price if you select the Bundled checkbox. Nested Bundles Lets users select from a subset of options within a single product option. Package Product Code CPQ can assign a bundle's quote line a unique code based on its configuration. You can define a template for the code that contains a combination of static text and variables. CPQ Validation Rules Used to confirm that a quote's product combinations or quote line field values match predetermined conditions. Users see an error message and can't save their product configuration or quote until they meet these conditions. Selection Rules Set up your product rules to automatically add, remove, hide, enable, or disable options in a bundle. These also use actions alongside error conditions. An action represents the step your selection rule performs when the rule meets its error conditions. Alert Rules Provide informational messages during configuration or pricing. Product Rules You can evaluate a product option, quote, or a quote line against user-made conditions and perform an action in response. Product Actions Performs an action on a product option, such as selecting or deselecting the option within its bundle, or hiding the option from view. Targets options based on the parent product rule's scope, conditions, and evaluation event. Twin Fields Salesforce CPQ shares values between fields of the same type on certain objects when the API names of those fields match. Effective Quantity Quote line field that represents the actual quantity that Salesforce uses while calculating prices for that quote line. For some objects, such as amended quote lines and quote lines from slab-discounted or block-priced products, the effective quantity has a different value than the quantity. Bundle-Specific Field Sets displays only for products in certain bundle products or product features. Package Product Description Quote line field that shows a list of selected product options and user-defined static text. Subscription Products Services that run for a set period, such as a year-long support service. Subscription product pricing types Fixed Price: Product gets list price from a price book entry. Percent of Total: Product's list price is a percentage of the quote, quote line group, or a bundle's total price. Subscription Type field controls how CPQ handles renewals for subscription product. Renewable: CPQ includes this subscription in renewal quotes. One-Time: CPQ won't include this subscription in renewal quotes. Evergreen: Subscription remains active until canceled and can't be renewed. Evergreen/Renewable: Users can define whether this subscription is renewable or evergreen on individual quote lines in the quote line editor. Percent of Total Pricing Set a product's list price as a percentage of its parent quote, quote line group, or bundle total price. Subscription Guidelines contains information about subscription products on opportunities or orders that you've contracted. Custom Actions Buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. Quote Process Stores guided selling setup information. Search Filters allows user to filter products or subscriptions by their field values. Batch Quantity This feature allows you to price products component or accessory product options by lots or bunches, such as $10 for every 32 units. Recalculates the quantity you enter by a divisor you assign to a product. CPQ divides the product option's quantity by its batch quantity and uses that value for the resulting quote line's quantity. For example, a $500 App License product option has a batch quantity of 4, and your sales rep enters a quantity of 8 for that product option in the configurator. The resulting quote line has a quantity of 2 and a net total of $1000. Block Price Allows you to assign a fixed price to a product based on quantity, overriding the automatic calculation of quantity * unit price. Configuration Attribute Help guide the configuration when tied to product rules. For example, they can allow a user to specify the number of students of a training product. They can be associated to features and be specified where they are displayed so there can be different sets of Configuration Attributes within each feature. Configuration attributes are mapped to fields on the product option object and can be mapped to the quote Line object. They can be used to enter information on the quote line specific to certain products or used to drive Product Selection rules. Contracted Prices Prices that you have negotiated with specific customers and should be automatically applied to all quotes for that customer. They are available on the account and can be applied to any product in any price book. Can be constrained to a specific time period. Co-Terminated Subscriptions Users can add subscription products to an active contract. Salesforce CPQ automatically prorates prices to co-terminate the subscription with the contract. Users are presented with a prompt at the time of quote creation if the account has an active contract eligible for co-termination. Customer Price Price of the product after applying discretionary discount. It is calculated as regular price - additional discount. Distributor Discount This is a discount that is applied to partner price and reflected in the net price. Guided Selling Create a set of questions to prompt users to narrow down the number available to select from based on their responses. Users can quickly find the products they're looking for even if you have a large catalog. You can also display different prompts for the rep for different groups of products. This is useful if you have two different product lines on a single quote and you want a different guided selling process invoked for these product lines based on the quote line group. Line Column Record that allows an administrator to define a specific quote line field to be displayed in one or multiple line items template sections. List Price Salesforce CPQ handles list prices like Salesforce product pricing on opportunities. Each quote line has a list price that originated in the price book. Markup Price Salesforce CPQ can determine price by the product cost plus a markup amount. The calculated value is stored in the regular price. Merge Fields Salesforce CPQ quote Templates allow you to create mail-merge documents that dynamically populate your quote. Merge Fields allow you to set up placeholders for this data in your template content or dynamic quote terms, and generate a PDF Document using the layout in your quote Template. Option Constraints Constraints placed on products defined in the Options Related List. They control which options may or may not be purchased together. Used to set up option dependencies and exclusions; they can be applied to real-time rule processing, which gives immediate feedback to the sales rep. Partner Discount If your organization sells through a channel/VARl, you can give a discount on the quote or the individual product line item on the quote. By default discounts are applied after all automatic and discretionary discounts. Salesforce CPQ applies the discount to the price and stores the result in the Partner Price. Price Rules automate price calculations and update quote line fields. inject a static value, field value, or summary variable into a quote or quote line field. For example, the quantity of maintenance kits in your quote is always twice the quantity of that quote's printers. When a customer changes the printer quantity and saves the quote, Salesforce CPQ updates the maintenance kit quantity. Price rules can target the configurator or the quote line editor's calculator. If you target the calculator, you can set the Calculator Evaluation Event field to apply the price rule: Before calculation After calculation During calculation Or during any combination of the above three Product Anything that can be identified as an individual line item on the quote. Core offerings that the customer sells. Product Configuration Rules Ties a product rule to one or several product bundles. Product Features Categories or groups of product options within a bundle. Product options of the same feature may have several constraints, such as "pick one or more" and "pick 2 of 5." Product Options Components of a bundle that are also products and could contribute to the bundle price. Can be associated with features; how the different components behave in relation to configuration, pricing, and constraints can also be configured. Product Rules Checks the quote line items and verifies that there are no invalid product combinations at the line editor level. The number of active quote product rules affects performance of the Edit Lines scr