Salesforce CPQ Quote Calculation & Pricing Fields

Vocabulary flashcards covering key terms and definitions related to Salesforce CPQ quote calculations, price waterfall, pricing fields, and price-rule sequencing.

Quote Calculation Sequence

A five-stage process (Loading & Initialization, First, Second, and Third Rounds of Calculations, plus Final Evaluations & Updates) the Advanced Quote Calculator follows to price a quote.

Calculating Fields (field set)

A field set on the Quote object whose member fields (e.g., Primary, Start Date, Additional Discount %) trigger recalculation whenever their values change.

Price Waterfall

A top-to-bottom sequence of quote-line price points where each calculated price (List, Special, Regular, etc.) feeds the next until Net Unit Price is reached.

Quote Line Pricing Fields

A collection of CPQ fields (List Unit Price, Special Price, Regular Unit Price, etc.) that store each step of the Price Waterfall for a quote line.

List Unit Price

SBQQListPricec; the starting price for a product (price-book, block price, percent-of-total, or option override).

Special Price

SBQQSpecialPricec; the price after cost-plus markup, contracted price, or option discount is applied.

Prorated List Price

SBQQProratedPricec; the list price multiplied by the prorate multiplier for subscription products.

Regular Unit Price

SBQQRegularPricec; the price after volume-based discounts from a Discount Schedule are applied.

Customer Unit Price

SBQQCustomerPricec; the price after an Additional Discount (%) entered by a sales rep is applied.

Partner Unit Price

SBQQPartnerPricec; the price after a Partner Discount is applied, manually or via automation.

Net Unit Price

SBQQNetPricec; the final per-unit price after Distributor Discount and all preceding waterfall adjustments.

Price Rule

Automation that, based on conditions, updates fields (e.g., quantity, discounts) during specific calculator events.

Calculator Evaluation Event

A price-rule setting (On Initialization, Before Calculate, On Calculate, After Calculate) that specifies when the rule should run within the calculation sequence.

Evaluation Order (Price Rule)

Numeric field that determines the order in which multiple price rules in the same Evaluation Event run—lower numbers execute first.

Price Action Order

The ‘Order’ field on a price action record that sequences multiple actions within a single price rule.

Block Pricing

A pricing method where a fixed price is applied to a quantity range rather than a per-unit price.

Discount Schedule

A tiered structure that applies volume-based percentage or amount discounts to reach Regular Unit Price.

Percent of Total Price

A pricing method where a product’s price is calculated as a percentage of the total of other quote lines.

Option Price Override

A configuration allowing a bundle option to have a unique list price different from its price-book entry.

Cost Plus Markup

Pricing approach where Special Price equals product cost plus a specified markup percentage or amount.

Prorate Multiplier

SubscriptionTerm ÷ DefaultTerm; factor used to adjust price for partial-term subscriptions, producing the Prorated List Price.

On Initialization Event

Calculator event that occurs as data loads; suitable for rules that must set values before any calculations.

Before Calculate Event

Event that occurs after initialization but prior to quantity and pricing calculations; ideal for rules that modify quantities.

On Calculate Event

Event that runs during the main pricing computations; used for rules needing current calculation context.

After Calculate Event

Final event after pricing is computed; useful for rules that rely on finished prices (e.g., Net Unit Price).

Quote Recalculation

Automatic rerun of the Advanced Quote Calculator triggered by changes to Calculating Fields, quote lines, or specified system processes.

Pricing Calculation Actions

User or system activities (adding a line, clicking Calculate, saving a quote, data loads, etc.) that invoke the Advanced Quote Calculator.