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CPQ for Salesforce

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Conga Product Documentation

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CPQ for Salesforce

Configuring Promotions

Use Case: Configuring a Promotion for the Total Price on the Cart

This use case describes how to configure a promotion on an order level. You can configure a promotion such that the user gets a discount of 10% if the total price of the cart is greater than 500$.

This section provides an overview of how to configure promotion for the use case and list high-level steps of configuring the promotion for an order. For detailed steps about configuring a promotion, refer to Configuring Promotions.

To Configure a Promotion for an order

  1. Go to the Salesforce App Menu and select Conga Incentive Setup.
  2. Click Incentives > New.
  3. On the Incentives information page, define values for the fields as described in Defining Promotions and Save. Ensure that you select Summary Group in the Reference Data Source Field.
  4. In the Criteria tab, enter the line on which the promotion is applied. Select the following:
    • Field: Totals
    • Operator: Greater Than
    • Value Type: Constant
    • Value: 500
      Note:

      You can also use Field as Line Type that has pre-populated values such as Total, Subtotal, Group Total, Category Total and Adjustment to configure the promotions for this use case.

  5. In the Benefits tab, enter the following information:
    1. Rate Type: Single Rate
    2. Rate Value Type: % Discount
    3. Adjustment Applies to: Total price
    4. Adjustment Amount: 10

Result

Click Apply Promotions on the Cart. The discount is visible on the Total Price.

Administrator Guide
Salesforce
CPQ

June 3, 2025