Cloud Kicks (CK) uses Salesforce CPQ to streamline its sales process for customers, partners, and distnbutors. As part of CK's implementation, sales reps are able to specify a Partner Discount within the Quote Line Editor.
Sales reps are reporting the Quote and Quote Lines' prices fail to recalculate automatically after a value is entered or changed m the Partner Discount field. The reps must press the Save or Quick Save button manually to trigger the calculation instead. How can the consultant ensure the real-time calculation is triggered in response to field changes within the Quote Une Editor?
Real-Time Calculation:
The Calculate Immediately field in CPQ ensures that pricing calculations occur automatically when changes are made in the Quote Line Editor without requiring manual saving.
Field Behavior:
Enabling this field configures CPQ to detect changes to the Partner Discount or other relevant fields and trigger real-time recalculations.
Salesforce CPQ Reference:
Configuration settings for real-time pricing calculations are documented in the Pricing and Calculation Package Settings .
Helene
16 days agoDulce
21 days agoJolene
1 month agoRachael
1 month agoSolange
2 months agoFreeman
2 months ago