Price Waterfall | Salesforce CPQ Tutorial | Salesforce CPQ Training [Updated2024] - igmGuru
Channel: igmGuru
Date: 2023-03-30

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Different types of pricing discounts can be applied by sales reps to their quote lines in Salesforce CPQ. Also, Salesforce can apply a partner discount, while the sales rep applies a manual discount. But in what order are these applied? In order to keep track of how discounts are applied, CPQ looks at multiple pricing fields on the quote line each of which represents specific changes (most are affected by some sort of discount) and is evaluated in a strict order.

This list of prices is referred to as the price waterfall by analogy because each price from top cascades down and affects the subsequent prices. For example, CPQ calculates the special price based on the contracted price (if any, otherwise it uses the list price), then it calculates the prorated price based on the special price, and so on.