Salesforce CPQ Discount Schedule | EP16

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Salesforce CPQ Discount Schedule | EP16. In this video, we will go through how to set up a Discount Schedules with the various parameters, catering to different use cases. We will go through some key considerations and demonstrate how the functionality works while quoting. Lastly, we will go through a specific use case of using Discount Schedule on a product set up with Block Pricing
Agenda:
-Discount Schedule
--Slab Discount
--Range Discount
-Setting up a Discount Schedule
-Discount Schedules with Block Pricing
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Опубликовано:

3 авг 2024

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Комментарии : 14

@Ravi-wh9ue 3 года назад

Well explained on Discount schedules and block prices. Very informative. Thanks.

@apexhours 3 года назад

Glad it was helpful!

@elpivo 7 месяцев назад

@@apexhours Hi, the price example at the end of the video is per unit o for the total 45 units? (390 - 385) thanks!!

@adrianasaldana8043 2 года назад

Great explanation! Is it possible to have tier discounts based on past order qty for a specific period of time? Ex. if past order items reached 2500 units in the last month we can give a 10% discount on the quote.

@SureshChandra-wl5pv Год назад

Can we show the break down of discounts ( Discount Schedule Editor View) on the Quote? Thanks

@shrutimishra820 3 года назад

The video was great head start for me. But one thing i still did not understand is the difference when we give the aggregate scope as quote or as group. And if i have provided the block pricing as well as discount schedules, will it give any extra impact to the products or it will work in a normal fashion.It would be helpful if you can explain that.

@apexhours 3 года назад

Great point!

@MrSayandeep 2 года назад

Please cover advance, parallel ,smart approval

@apexhours 2 года назад

Soon

@menons03 Год назад

If the selected parent product is 1 year old, how can we apply a 10% discount to the whole bundle?

@nallurinaresh4896 3 года назад

What exactly is the difference between a Price rule and the discount schedule? when to use what?

@salesforcecouple-sudhapras7930 3 года назад

Discount Schedule is for the scenario where you want the price to be discounted (by a %age or amount) if the Quote Line quantity / term duration is in a specific range. You can associate this to a Product in many ways - like directly on the Product or on a Product Option/Feature when the product is sold in a bundle. Price Rules offer much more flexibility, where you can update the Price based on complex criteria. For example, if my Quote is associated with a 'Gold Tier' partner I should offer 10% discount on a specific Quote Line or (in association with Lookup Queries), if I want the price to be based of the different Attribute values selected and mapped against a table. In fact, with Price Rules you can update quote / quote line fields other than price also. However, if your use case can be met through a Discount Schedule, definitely use that over Price Rules.

@nallurinaresh4896 3 года назад

@@salesforcecouple-sudhapras7930 great , thanks for the explanation.

@apexhours 3 года назад

Thanks Sudha & Prashant for your help