Salesforce CPQ Configuration

• CPQ Calculator

CPQ has two Calculators that being used in Quote Line Editor.

By Default the one that it's enabled is a server side calculator , which means each request needs to call a server side event , this is also called as legacy calculator.

The new calculator is not turn on , in order to turn the new client side calculator you need to go to setup-> install packaged - > CPQ package and click on Configure and on "Pricing and Calculation" tap, set authorize the new calculator service.

Legacy Calculator

• Server Side
• Apex
• Debug log

New Calcolator

• Client Side
• Javascript
• Browser Debug

I recommend to go ahead and authorize the new calculator in your org.

• Prorate Precision and Term

Another option that can be set on CPQ configuration section is setting Prorate Precision and Subsciption Term units.

Term is used in the product and some other objects , the value can be Month and Day be default

To give you an example, if you are selling a subscription product you can specify the Subscription Term to 12 and Term in the CPQ config set to Month then in the  Quote line/Opportunity line quantity of this item is 1. this means you are going to provide that service for 12 month.(Length of the term is 12 month)

Now if you are always selling this product for 12 months then it's all good but usually this is not the case, you might sell this product for 12 months and 15 days or 6 months in reality.

So there is two options here first option is saying if customer wants to buy that service/product for less than 12 months , he/she needs to pay 12 months anyway.

The next option is prorate that to what customer is going to buy , like if buying it for 6 months and 10 days, 5 months and 20 days needs to be reduced from the price(Prorate needs to be set to Monthly+Daily ) or customer needs to pay 7 months and only 5 months needs to be reduced (Prorate needs to be set to Month)

• Solution Group

Enabling Solution Group would be useful if you are grouping line items usually when selling your products ,

• Renewal Mode

This can be based on Contract or Assets, regardless of model Renewal Opportunity and Quote will get created.