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Topics#Salesforce CPQ & BillingMarion Legacion's Question
Marion Legacion (ProSource) asked in #Salesforce CPQ & Billing
Feb 11, 2021, 5:22 PM

Price Rule Price Condition Object to evaluate Opportunity

Hello CPQ Experts,

 

I am creating a Price Rule with these Price condition below.

 

Opportunity fields:
  • Partner_Involvement__c = Sell Through.
  • PrimaryPartner__c not null
Account fields:

 

X2021_Partner_Certification_Level__c

 

Value - Discount

 

Blank - 0%

 

Certified -10%

 

Expert -15%

 

Elite - 20%

 

Check also if the Product Family is Services then 10% discount regardless of the certification level.

 

Is there a way to access the opportunity and account fields to set the condition above? I am only seeing.

 

Price Rule Price Condition Object to evaluate Opportunity

 

Any suggestion or articles to follow would be appreciated.

 

Thanks

 

Marion
1 answer
  1. Victor Shapiro (Salesforce)
    Feb 11, 2021, 7:57 PM
    Hi Marion,

     

    While you cannot add any fields to the Object picklist for your price condition, you can look into two options. One would require briniging those fields from Account/Oppty to the Quote-level. You may also be able to use the Tested Formula and use a cross-object formula to reference Account/Oppty fields.
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