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Revenue Cloud - Quote Line Group Totals

Becca Lough

Effectively tracking the net total price of quote line groups is vital for organizations using Salesforce Revenue Cloud—particularly when managing standard or multi-year groups such as ramps. This blog post outlines a step-by-step process to ensure that group totals are easily visible on your quote pages and that your pricing procedure is set up correctly to enable accurate aggregation at the group level.

Configuring the Page Layout

Start by confirming your Salesforce Visualforce page for quotes includes the necessary fields. Within the Sales Transaction Line Editor setup, ensure that both the quote line group summary subtotal and summary total amount fields are present in the sales transaction element. These fields are essential for displaying the net total price for each group.

If these fields are omitted and the layout is saved, the net total price at the group level will no longer be visible on your quotes. Therefore, always verify these fields are included and properly positioned—typically at the end of the quote line group, but they can be placed according to your specific layout preferences.

Verifying the Pricing Procedure

If you’ve added the necessary fields but still do not see accurate net totals, check your pricing procedure. When creating or modifying pricing procedures (especially if copying from a previous version), ensure you have the appropriate aggregation steps at the bottom of your procedure.

Key configuration points include:

  • Total Amount Calculation: This starts at the individual quote line.
  • Subtotal Aggregation: Adds those line totals together.
  • Group Aggregation: The actual group total calculation—typically the sales transaction item group summary subtotal. This step is essential for obtaining summary figures for multi-line or grouped quotes.

This structure also supports other aggregation use cases, such as calculating unit price or additional summary fields as needed.

Mapping and Grouping

Within the Sales Transaction Line Editor, be sure to group data by the sales transaction item group. This information must map to the output variables added to your page layout so users can view it directly on the quote record. Proper mapping ensures that your sales team has quick and easy access to financial summaries and can make informed decisions during deal construction.

Summary

Displaying the net total price at the group level improves transparency and empowers your sales representatives with vital pricing details. By following this guide on page layout configuration and pricing procedure setup, your organization can make the most of Salesforce Revenue Cloud’s quoting capabilities.