See How Often Sales Reps Are Using Pricing Guidance
Where: This change applies to Salesforce Classic and Lightning Experience in Salesforce CPQ.
Who: Pricing Guidance is available for Salesforce CPQ+ users. The Create Pricing Guidance page is available for Salesforce CPQ+ users with an Einstein Analytics Plus or CPQ Einstein Analytics license.
- Salesforce CPQ selects the Viewed field when a sales rep clicks a quote line’s Pricing Guidance icon, then saves or quick saves the quote.
- Guidance Used
- Salesforce CPQ selects the Guidance Used field when a sales rep applies an additional discount that matches the Target Discount value on the quote line’s pricing guidance.
See quote lines where pricing guidance wasn’t available (1), where pricing guidance wasn’t used (2), and where pricing guidance was used (3).