Cost and Margin is a pricing feature of Salesforce Industries CPQ. The functionality allows the creation of costs as well as prices against products. Margin calculations and rollups are included out of the box for:
It is possible to configure cost and margin for custom pricing variables but that is beyond the scope of this field guide for now.
This field guide offers opinionated configuration for the cost and margin feature. This means that there may well be reasons to deviate from the patterns in this field guide. This field guide is not official documentation and is not supoprted in any way.
The goal of this field guide is to offer confiration examples and explanations for how to use the Cost and Margin feature.
Feel free to log issues and issue pull requests. This Field Guide is intended to be unofficial and community maintained.
Attribute Based Pricing V2 is configured as a starting point (provides assumed functionality for pricing logic).
Business Rules Engine (Expression Sets and Decision Matrices) is being used (most of the config should be possibole using Calculation Procedures and Calculation Matrices but it is not tested).
LWC Cart is being used.
Vlocity Product Desginer and Vlocity Designer are being used wherever possible. If it is not used where possible reasons will be provided.
Wherever possible, Salesforce Metadata is used. If it is not used where possible reasons will be provided.
In order to deploy / test / play with any of the confiugration in this field guide you will need a Salesforce Org with Salesforce Energy and Utilties Cloud installed (note that this config may also apply to Communications Cloud or Media Cloud). As a starting point this Field Guide is based on the Customer Acquisition Application for Energy & Utillities.
It is assumed that LWC Cart is already deployed (this Field Guide does not cover installing LWC Cart).