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Conga Product Documentation

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CPQ for Salesforce

Setting Up Loyalty Program

Configuring Price Dimensions for Point Accrual

The Loyalty Program calculates point accrual based on tiered pricing for specific products. The Point Accrual record references the Product Code as a pricing criterion. To enable this functionality, configure a Price Dimension that references the Product Code at the Order Line Item level.

This configuration ensures that the system applies tiered pricing correctly when calculating loyalty points for products.

To configure price dimensions
  1. Open Setup > Custom Object and select Price Dimension.
  2. Check if "Apttus_Config2__OrderLineItem__c" exists in the Business Object field and ensure it is active. If not, create and activate it.
  3. In Custom Object, open Order Line Item and select Order Line Item.
  4. Select Custom Fields & Relationships and click New to add product code.
    Order Line Item New Custom Field screen appears.
  5. Select Formula as the data type and click Next.
  6. Enter Product Code as the field label and choose Text as the return type.
  7. Click Next.
  8. Enter the following formula in the formula editor to retrieve the product code:
    Apttus_Config2__ProductId__r.ProductCode
  9. Click Check Syntax to validate the formula and click Next.
  10. Click Save.
  11. Create a new Price Dimension..
    1. Open Setup and navigate to Object Manager to select Price Dimensions.
    2. Select Price Dimensions and click New.
    3. Enter the following details:
      FieldDescription
      Dimension NameEnter "Product Code (Order Line)"
      Context TypeOrder Line Item
      Business Object TypeSelect "Apttus_Config2__OrderLineItem__c"
      DescriptionAdd a description as required.
    4. Click Save.
This step ensures the Point Accrual tab functions correctly for a Point Accrual type record.
With the above prerequisites, the org is now ready to create Loyalty Records and Point Accrual Records.

February 5, 2026