Step by step: Create a price rule in Salesforce CPQ

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 Step by step: Create a price rule in Salesforce CPQ


Scenario - Gold customers(Account) receive 20% discount, Silver 10%, Bronze 5%.


Step one create product like below




Step 2: Create Price Book Entry



Step 3: Create Account

Create New Account Record As below - with required fields

FieldValue
Account Name        VSR Technologies
Type       Gold


Step 4: Create Opportunity


FieldValue
Opportunity Name     Laptop Deal
Stage    Qualification
Close Date    Today+30



Step 5: Create Quote


FieldValue
Quote Name     Laptop Quote
Primary     ✓




Create Pick list field (Customer_Type__c) in account object. 

Picklist values Are :  

Gold

Silver

Bronze




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