CPQ – Lookup Price Rule – Step by Step

Hello! Here is a simple step by step of how to create a Lookup Price Rule!

  1. Create the Custom Object and its Fields.
    1. The best way to do this is to make a CSV with your columns and some sample values. Then use the Lightning Object Creator with your file to make the object.
  2. Price Rule Object
    1. Add New Custom Object API Name to Lookup Object field.
  3. Lookup Query Object
    1. Add API names of Quote Line fields to the “Tested Field” field.
    2. Add API names of Lookup Object fields (fields you want to compare) to the “Lookup Field” field.
  4. Price Action Object
    1. Add API names of Quote Line fields (fields you want to pull values into from Lookup Object fields) to the “Target Field” field.
    2. Make sure to update the dependency on the “Target Field” field to enable the new values you entered for the Quote Line object.
    3. Add API names of Lookup Object fields (fields you want to pull values from into Quote Line fields) to the “Source Lookup Field” field.
  5. Create Lookup Price Rule
    1. Set Lookup Object field to API name of your Lookup Object.
    2. Set Calculator Evaluation Event to “After Calculate”.
    3. Create Lookup Query(s)
      1. There should be 1 Lookup Query per field comparison.
      2. Set Match Type to “Field Value”.
      3. Set Tested Field field to API name of the Quote Line field to compare.
      4. Set Lookup Field field to API name of the Lookup Object field to compare.
      5. Set Operator field to how you would like to compare the above two fields.
    4. Create Price Action(s)
      1. Set Target Field field to API name of the Quote Line field to inject the value into.
      2. Set Source Lookup Field to the API name of the Lookup Object field to pull the value from.

D P

One thought on “CPQ – Lookup Price Rule – Step by Step

  1. Hi Dennis,

    We have a requirement to integrate SAP and Salesforce for contracts and billing, could you please help with any helpful article for the same?

    Thanks,
    Rosario

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