CPQ Pricing Logic QuickView

Salesforce CPQ is a powerful tool for building configuration and quoting logic, but as is often said….’with great power comes (potentially) great complexity’!

Take as an example the management of Price Rules => Price Actions, and the interaction with other logic employed in the QCP. Keeping track of what fields are being modified in each, and when they are being changed, can be very complicated, and the order of updates makes all the difference.

Sequence	Action
1	System – Twin Field Fill
2	Price Rule – On Initialization
3	QCP – onInit
4	System – Formulas (Q, QL, QLG)
5	Price Rule – Before Calculate
6	QCP – onBeforeCalculate
7	System – Line Qty. Updates
8	QCP – onBeforePriceRules
9	Price Rule – On Calculate
10	QCP – onAfterPriceRules
11	System – Target Amount
12	System – Totals Reset
13	System – Totals Recalculation
14	System – Discount
15	Price Rule – After Calculate
16	QCP – onAfterCalculate
17	System – Formulas (QL, QLG, Q)
18	System – Totals Calculation
19	System – MDQ Summary

I suppose this will be a niche topic for CPQ nerds, so I’ll cut straight to the chase. After much annoyance searching QCP and Price Actions, I’ve started a little tool that consolidates the two.

What does this tool do?

1. Price Actions:
   1. Gathers all active Price Actions for Quote Line object Target Fields assigned to Calculator Price Rules.
   2. Breaks those Price Actions into groups based on the Price Rule Calculator Evaluation Event.
2. QCP:
   1. Evaluates the QCP for the organization and breaks the file into each of the standard QCP methods (onInit, onBeforeCalculate, onBeforePriceRules, onAfterPriceRules, onAfterCalculate).
   2. Scans each method for the field api names called out by ‘line.record[]’.
   3. Breaks these fields into groups based on the QCP method.

Outcome and Tooling:

1. Results are displayed and sorted based on Sequence in which each of these updates will be processed. Type of update and Timing are also provided.
2. ‘Select Event‘ picklist is provided to filter by a certain event.
3. ‘Filter on Fields‘ lets you type in a particular field to filter on only those actions including that field.
4. ‘Parent‘ provides the location of the field for easy access.

This has ended up being a really helpful time-saver so far. There is a lot more to do, including:

1. Bringing in Quote-level updates
2. Differentiating in QCP between fields being updated and fields being referenced to update other fields,
3. Conditionally highlighting duplicate updates
4. Filtering out commented fields from the QCP
5. Bunch of other options as well…

It serves my purpose for now though, so thought I would share, and can take on additional updates if there is interest out there.

Just let me know if this might be helpful and thanks for reading!