Define CPQ discount schedules (volume and term) and associate them with products

domain: Salesforce CPQ · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. A discount schedule is an SBQQ__DiscountSchedule__c record with a Type (Volume or Term — verify exact API values), associated with a product or price book entry.
  2. Create the schedule header: POST /services/data/{apiVersion}/sobjects/SBQQ__DiscountSchedule__c with Name, SBQQ__Type__c, SBQQ__DiscountUnit__c (Percentage or Amount), and SBQQ__PartnerDiscount__c if applicable.
  3. Create discount tiers as SBQQ__DiscountTier__c child records: POST /services/data/{apiVersion}/sobjects/SBQQ__DiscountTier__c with SBQQ__Schedule__c (lookup to the schedule), SBQQ__LowerBound__c, SBQQ__UpperBound__c, and SBQQ__Discount__c.
  4. Associate the discount schedule with a product by setting SBQQ__DiscountSchedule__c on the SBQQ__Product2__c extension record (or the product option record), or link it at the price book entry level — verify the correct association object for your CPQ configuration.
  5. Test the schedule by adding the associated product to a quote and varying quantities to confirm the correct tier is applied during QuoteCalculator calls.
  6. Review the CPQ price waterfall on calculated quote lines to confirm the discount schedule is being applied.

Known gotchas

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