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[Solved] how to get parent and grand parent in salesforce cpq price rules

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 CWL
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(@cwl)
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Joined: 11 years ago

How to fetch parent and grand parent values in salesforce cpq price rules to display in the quote line editor?

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Posts: 205
 CWL
Admin
Issue starter
(@cwl)
Member
Joined: 11 years ago

You can use the SBQQ__RequiredBy__c field which is a look up field and use its relationship field SBQQ__RequiredBy__r.

SBQQ__RequiredBy__c Links this line item to another line item in the same quote whose product requires this line item's product.

Sample formula on price rule action:

If( ( ISPICKVAL(SBQQ__RequiredBy__r.PBProductType__c, 'Template') ) ,SBQQ__RequiredBy__r.Tier1Multiplier__c , IF( ( ISPICKVAL(SBQQ__RequiredBy__r.PBProductType__c, 'Product') ), SBQQ__RequiredBy__r.SBQQ__RequiredBy__r.Tier1Multiplier__c , 0 ))

 

Reference:

CPQ Quote Line Fields (salesforce.com)

 

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