Optimize Subscription Discounts | Salesforce Trailhead

After completing this unit, you’ll be able to: 1. Set up automatic discounts for long subscription terms. 2. Control which subscription length fields have precedence in pricing calculations. 3. Configure MDQ products to benefit from term-based discounts. See more

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FAQs about Optimize Subscription Discounts | Salesforce Trailhead Coupon?

How do I discount prices in Salesforce CPQ?

Salesforce CPQ provides several ways to discount prices for your customers. You can set discounts across an entire quote or on individual products and product groups. Use discount schedules to create volume discounts based on quantity or terms for your quote lines. Set the quantity or term ranges in tiers of percentages or amounts of currency. ...

What is a discount schedule in Salesforce CPQ?

Apply a discount schedule and a block price to the same product record. When sales reps add that product to a quote, Salesforce CPQ applies discount schedule pricing to units that fall outside the product’s block pricing tiers. Use discount schedule fields to customize the scope and discount value of your discount schedule. ...

What is discounting tools in Salesforce CPQ?

The Discounting Tools in Salesforce CPQ badge talks all about discount schedules, so check it out if you want to learn more. For now, just know that discount schedules typically deal with quantity-based discounts. But what about giving our customer a deal if they buy a long-term subscription, regardless of the quantity? ...

Does Salesforce CPQ support aggregation scopes?

Note When an MDQ product falls under an aggregation scope, Salesforce CPQ uses the sum of the quantity in all segments to determine the quote line’s discount tier. Slab discount schedules don’t support aggregation scopes. If you use cross-order discount schedules, limit the records Salesforce CPQ considers to records with matching fields. ...

How do I add a percentage in Salesforce?

In the Data Type column, select Percent and then click Next. Add a Percent field with these values. Displays the percentage to be subtracted from the total amount of the opportunity. If the customer is getting a discount on this opportunity, enter the amount here. For example, if the discount is 10%, enter the whole number 10. ...

How do I Count or exclude quantities in Salesforce CPQ?

Salesforce CPQ supports many ways to count or exclude quantities when determining the correct discount tier. One of the most important discount schedule settings is the Aggregation Scope field. This tells CPQ how to handle multiple quote lines that share the same discount schedule. There are three possible choices for Aggregation Scope. ...