Product Feature
a group of product options within a bundle. Use if you want to organize options into set groups, such as hardware and
... [Show More] software.
Product Options
individual products that users can select from when configuring a bundle.
Product Bundle
A product with optional features or components that you want to include on a single quote line.
Batch Quantity
This allows you to price products by lots or bunches, such as $10 for every 32 units. This pricing method recalculates the quantity you enter by a divisor you assign to a product.
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 these within each feature. They 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. They
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.
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. These 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. Option Constraints are 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 one of these on quote or the individual product line item on the quote. By default, partner discounts are applied after all automatic and discretionary discounts. Salesforce CPQ applies the partner discount to the price and stores the result in the Partner Price.
Product
Anything that can be identified as an individual line item on the quote. Core product offerings that the customer sells are products. Ancillary products, options, accessories, add-ons, spares, or other forms of supplementary products are also products. Any product, component, accessory, or part that could possibly be a quote line or an option in a bundle, needs to be added as a product record in Salesforce.
Product Configuration Rules
Configuration rules tie 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. Product options 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. Quantity of quote product rules directly affects performance of the Edit Lines screen and should be limited to avoid Salesforce.com governor limits.
Product Selection Rules
These rules perform an action in a bundle allowing automation of a bundle configuration. They contain a set of conditions and a set of actions. They can be used to automatically select or deselect product options of a bundle, or enable or disable them, or show or hide them. As for Product Validation Rules, you can take advantage of Summary Variable to drive conditions under which the rules trigger.
Product Validation Rules
Ensure that the data a user selects meets certain standards. These contain a condition to be met, and an error message; they can be used to ensure that the configured bundle is valid. Summary Variables can be used to see if conditions are met. These rules can target either quote Lines, or Product Options in a bundle.
Prorated List Price
For subscription products, this is the adjusted price for the total contract value, considering the subscription's duration. The duration of the subscription is determined by the Subscription Term, or the Start and End Date.
quote
Stores all the details of the products and prices quoted for an opportunity. Just like opportunities have many product line items, quotes have many quote line items. An opportunity can have many quotes that you can view from a quotes related list on an Opportunity page layout.
Quote Line Editor
The Line Editor is where you edit and configure the Line Items that appear in your quote.
Renewals
A process by which subscription products (those with a price per time period) are renewed for another term. The renewals process automates the creation of opportunities and quotes for subscription products that renew at the end of a contract. Salesforce CPQ uses Salesforce's standard account-related contracts. A renewal creates assets for each non-renewable quote line item on the account record based on the value of a picklist field on the product record. It also creates subscription records for each renewable quote line item on the contract.
Quote Template
A quote template is a combination of predetermined formatting elements for the arrangement of quote data for presentation, typically in PDF format. Similar to Salesforce email templates, a quote template contains the design, content, and layout of your generated quote documents. Some content can be dynamic, such as the Expiration Date, while other content can be static, like the Company Address or Slogan. You can define dynamic content using merge fields as you would elsewhere in Salesforce.
Regular Price
Price of the product after volume and term discounts, after application of a contracted price, or as set in special price.
Special Price
Allows users to change a product's list price. When special pricing is in effect, it overrides the regular price.
Subscription Pricing
`This can be based on a fixed price, or a percent of the total, which Salesforce CPQ calculates dynamically. Also, the percent of total can be based on some quote items using a filter, quote items in a group, or all quote items.
Template Content
An element of the quote template where the content is stored and is used to display the varying portions of the template. Administrators can create and modify these records using the supplied rich text editor, or by modifying the underlying HTML and inline CSS directly.
Template Section
This contains the template content you want displayed and where to display it vertically on the quote document. Template sections represent the structure of the content throughout the quote template.
Total Price
Automatically calculated as: unit price * quantity, and prorated as necessary for subscription products.
User Profile
Allows proper permissions and provisioning of Salesforce CPQ licenses to the appropriate users. Not every Salesforce user has to be a Salesforce CPQ user, but all Salesforce CPQ users must be Salesforce users. They must also have a standard Salesforce user license and a custom profile. You can determine which Salesforce users get a Salesforce CPQ license by assigning them a Salesforce CPQ license from the managed [Show Less]