Salesforce CPQ Lookup Queries Create lookup queries on your product rules and price rules to evaluate field values on objects other than quotes. You can then use your rule’s actions and conditions to send those values to a quote, quote line, or product option.
What is a lookup object in Salesforce CPQ?
You have noticed that product rules and price rules in Salesforce CPQ contain the Lookup Object field. This field defines the object that stores data you can evaluate through lookup queries to compare against your quote, quote line, or product option fields.
How do I store data in Salesforce CPQ?
Define a custom object to store data in Salesforce CPQ and then reference this data through lookup queries on your price rules. Use a custom object with your lookup queries to show your lookup data with more detail than you could show through the Lookup Data object.
How do I use lookup queries in CPQ?
You tell CPQ how to filter the data by creating what are called Lookup Queries. Each query compares something unique about the quote, such as Account Industry, with one of the columns in the custom object. Let’s see what that looks like. In the Lookup Queries (Price Rule) related list, click New.
How to use price rule lookup queries against custom objects in Salesforce?
Using Price Rule Lookup Queries Against Custom Objects Install or Upgrade Salesforce CPQ Distributor Discounts Fields MDQ Products in Quote Documents Importing Quote Lines from CSV Files Document Output Size Edit Order Product Quantities Add a Linking Custom Action to the Configurator Flexible Page Numbers in CPQ Quote Documents
How do you use lookup query in price rule?
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What are lookup fields in Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
What is lookup table in Salesforce?
Lookup is a type of Salesforce relationship that connects two objects together without affecting security and deletion properties. Creating an intermediary relationship between objects is possible by adding lookup relationships to standard, custom and external objects.
How do I query a lookup field?
Go into your setup->customize_opportunity->fields scren and click on the name of the field that is the lookup. On that field detail screen, you will see a field named "Child Relationship Name". This is the name you need to append __r to and use in your query.
What is difference between master-detail and lookup?
A typical use of a Master-Detail would be the classic Sales Order and Sales Order Items objects. Lookups are generally for use where you may or may need to have a relationship between two objects (but not always). Lookups are generally used to reference commonly shared data, such as reference data.
How do I use a lookup field in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
What is a lookup field?
A lookup field is a field in a table whose value is retrieved from another table or query. Whenever possible, you should use the Lookup Wizard to create a lookup field. The Lookup Wizard simplifies the process and automatically populates the appropriate field properties and creates the appropriate table relationships.
What is a lookup relationship?
A lookup relationship essentially links two objects together so that you can “look up” one object from the related items on another object. Lookup relationships can be one-to-one or one-to-many. The Account to Contact relationship is one-to-many because a single account can have many related contacts.
How do I create a lookup in Salesforce?
To create a lookup relationship in Salesforce:Navigate to Create > Objects.Click Sertifi EContract under the Label field.Scroll down to Custom Fields and Relationships.Click New. The New Custom Fields and Relationship wizard opens.Select Lookup Relationship from the list, and then click Next.
What is lookup query?
Create lookup queries on your product rules and price rules to evaluate field values on objects other than quotes. You can then use your rule's actions and conditions to send those values to a quote, quote line, or product option.
What is lookup Wizard Access?
The Lookup Wizard establishes a relationship between tables. It creates a foreign key that refers back to the primary key of another.
What is a multivalued lookup field?
In Access, you can create a multivalued field that holds multiple values (up to 100). You can also create a Lookup field that displays a user friendly value bound to a value in another data source. When you query a Lookup or multivalued field, there are unique considerations.
How does Salesforce CPQ work?
Salesforce CPQ offers multiple ways to set the Price on a quote line. We have the four pricing methods, discount schedules, ability for sales reps to add Additional Discounts and so on. However, real-life business scenarios often ask for more complicated logic. For example, we may want to automatically add a 10% discount if the Quote is tied to a ‘Gold tier’ partner. Now, we can always build workflows or process builders to make this happen but using these can potentially cause unanticipated updates through CPQ’s quote calculation sequence. To meet this requirement, Salesforce CPQ offers Price Rules.
What is a price rule in Salesforce?
Price Rules can insert a static value, field value, or summary variable into a quote or quote line field, based on specific conditions. Price Rule has associated Price Conditions and Price Actions to define when it should fire and what it should do, respectively. Price Rules can also set price based on a custom table setup in Salesforce using Lookup Queries.
Is Price Rules a powerful tool?
We know that Price Rules are a very powerful tool in the Salesforce CPQ arsenal; and when we use the Lookup Queries functionality the power is turbo charged!
How many records does CPQ find?
You’re getting closer. With these two filters in place, CPQ will find four records that match, one for each SLA value. So let’s put a final query in place to reduce the four remaining records to one.
How to filter data in CPQ?
You tell CPQ how to filter the data by creating what are called Lookup Queries. Each query compares something unique about the quote, such as Account Industry, with one of the columns in the custom object. Let’s see what that looks like.
Can CPQ update list price?
It’s OK if a query returns no rows at all; CPQ simply won’t update the list price. That’s good news because it means you don’t need to represent every industry in the custom object.
Can CPQ return more than one row?
Now that you’ve created queries for IPIndustry__c, IPProduct__c, and IPSLA__c, CPQ will only ever get one row back from the custom data. It is critical that your combination of lookup queries never return more than one row. If they do, an error message appears in the Quote Line Editor and calculation will fail, which is a showstopper!
What is lookup object in Salesforce?
This field defines the object that stores data you can evaluate through lookup queries to compare against your quote, quote line, or product option fields.
What is a custom partner level discount?
For example, your client has a custom Partner Level Discounts object with fields for partner level, product family, and partner discount. When a sales rep makes a quote for a partner, they specify the partner level and the product family into matching custom quote fields. Depending on this combination, the correct partner discount is revealed.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Explain how similar price requirements can lead to rule proliferation. 2. Describe the structure of a custom object that houses pricing variation data. 3. Construct a price rule with lookup queries to identify relevant data in a custom object. 4. Describe critical requirements of lookup-based price rules.
The Problem of Rule Proliferation
- The first price rule you created in this module had a very straightforward objective. It checked if the account industry was “Education” and if the product was a Netbook. If so, it changed the list price to $400. It’s a good rule, but consider what you’d have to do if you wanted to give healthcare industries a similar (but different) reduced price on the Netbook product. You’d create another ru…
Tap Into Custom Data
- The price rule you create to handle all 16 variations will look a lot like the rules you’ve already made. Just like others, you start by creating the price rule record. 1. In the navigation bar, click Price Rules. 2. Click New. 3. For Price Rule Name, enter Lookup Netbook Price. 4. For Evaluation Scope, choose Calculator. 5. Check Active. 6. For Lo...
Resources
- Salesforce Help: Lookup Queries
- Salesforce Help: Lookup Queries for Large Datasets