Here is the List of CPQ Objects & Its Definations.
➖Stores all of 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
➖Allows proper permissions
and provisioning of SteelBrick CPQ licenses to the appropriate users. Not every
Salesforce user has to be a SteelBrick CPQ user, but all SteelBrick 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
SteelBrick CPQ license by assigning them a SteelBrick CPQ license from the
➖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, part, etc. that could possibly be a quote
line or an option in a bundle, needs to be added as a product record in
➖Refers to a product that
contains other products that may need to be included together or have optional
features. A bundle could be a combination of pre-set non-configurable
components. A bundle could consist of multiple options and that can be
configured within each quote. A bundle can contain configuration rules such as
dependencies and exclusions, minimum/maximum quantities, and previous purchase
➖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 be also be configured.
➖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.”
➖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.
➖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.
➖These rules perform an
action in a bundle allowing automation of a bundle configuration. They contain
a set of conditions as well as 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
➖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.
➖Configuration rules tie a
Product Rule to one or several product bundles.
➖Calculate aggregations of
products on quotes for use in features likes product rules, price rules,
validation rules, and dynamic quote terms. Determines when a term should be
automatically included. You can create Summary Variables as aggregates of the
product options in a bundle, the quote’s line items, assets, or subscriptions
on the associated account.
➖It is a rule that sets
individual fields or a combination of fields within the Edit Lines screen. A
flexible way of automating price calculations and updating quote line fields.
Set price rules to automatically discount quote line items based on product or
quote attributes. You can set as many conditions as you like and specify
whether one or all conditions should be met to trigger the resulting actions
(each Price Rule must have at least one condition and one action), allowing you
to deliver the desired discount when your conditions are met. You can also
specify the order in which multiple price rules should be evaluated.
➖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 Configuration Attributes within each feature.Configuration attributes 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
➖Handled like Salesforce
product pricing on opportunities. Each quote line has a list price that
originated in the price book.
➖For subscription products,
this is the adjusted price for the total contract value, therefore taking into
account the duration of the subscription. The duration of the subscription is
determined by the Subscription Term, or the Start and End Date.
➖Price of the product after
volume and term discounts, after application of a contracted price, or as set
in special price.
➖Price of the product after
applying discretionary discount. It is calculated as regular price - additional
as: unit price * quantity, and prorated as necessary in the case of
➖This allows for products to
be dynamically priced by lots or bunches, i.e. $10 for every 32. Batch pricing
recalculates the quantity you enter by a divisor you assign to a product.
➖Allows you to assign a
fixed price to a product based on quantity, overriding the automatic
calculation of quantity * unit price.
➖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. Contracted prices can be constrained to a
specific time period.
➖This allows the price to be
determined by the product cost plus a markup amount. The calculated value is
stored in the regular price.
➖Allows users to change a
product's list price. When special pricing is in effect, it overrides the
➖Discount schedules allow
you to specify discounts in terms of percentage or amount to be discounted off
the product's price using the quantity purchased or term. You can set the
quantity or term ranges in tiers of different discount percentages. This
discount is applied to both the List Price and the resulting discount.
➖If your organization sells
through a channel/VARl, you can give a “partner discount” on quote or the
individual product line item on the quote. By default, partner discounts are
applied after all automatic and discretionary discounts. The partner discount
is taken into account in the Partner Price.
➖This is a discount that is
applied to partner price and reflected in the net price.
➖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
➖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.
➖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.
➖Record that allows an
administrator to define a specific quote line field to be displayed in one or
multiple line items template sections.
➖SteelBrick CPQ Quote
Templates allow you to create mail-merge like documents that dynamically
populate your Quote data on the fly. Merge Fields allows 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.
➖A process by which
subscription products (those with a price per time period) are renewed for an
additional term. The renewals process automates the creation of opportunities
and quotes for subscription products that renew at the end of a contract.
SteelBrick CPQ uses Salesforce's standard account-related contracts.
Additionally, they create assets for each non-renewable quote line item on the
account record based on the value of a picklist field on the product record, as
well as subscription records for each renewable quote line item on the
➖This can be based on a
fixed price, or a percent of the total, which is calculated by SteelBrick CPQ
dynamically. Additionally, the percent of total can be based on some quote
items using a filter, quote items in a group, or all quote items.
➖Users can add subscription
products to an active contract. SteelBrick 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.
➖If your product list is
lengthy and your users spend too much time trying to find the right ones for a
quote, you can create a set of questions to prompt users to narrow down the
number available to select from based on their responses. You can also display
different prompts for the rep for different groups of products. This is useful
if, for example, 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.
👉Quote Line Editor
➖The Line Editor is where
you will edit and configure the Line Items that will appear in your quote.
you to specify volume discounts. These volume discounts are
based on a percentage of the product's price to be discounted using
the quantity purchased or term. You can set the quantity or term ranges in
tiers of different discount percentages.