Price Book Market Mappings

This section determines what CPQ market to apply to products coming from a CRM pricebook. This helps to determine what currency is being used and how to calculate the price of the product. In addition, when an opportunity is created the product included in the shopping cart is automatically created, if it doesn’t already exist, and placed into the correct price book on the CRM application.

Price Book Market Mappings


To create a new mapping, click Add New. On the market price book mapping definition page, select the CPQ market from the Market Name field. Select the CRM Price Book ID by clicking CRM Lookup and selecting the desired Price Book.

Price Book Market Mappings - Add


The integration is case sensitive. Use CRM Lookup to select CRM Fields.

Once the price book mappings are defined, the correct price book will be chosen during an opportunity creation and update. There are four different scenarios possible during price book mappings:

Starting in CRM and creating a new quote in CPQ | The price book chosen for the opportunity will automatically select the CPQ market based on the mappings.
Starting in CRM and opening an existing quote in CPQ | The price book chosen for the opportunity will automatically select the CPQ market based on the mappings. This could potentially change the CPQ market if the opportunity’s price book has changed since the last time the Create/Update Opportunity action was performed.
Starting in CPQ and creating a new opportunity in CRM | The price book is chosen based on the mappings with the selected CPQ market for the quote.
Starting in CPQ and updating an existing opportunity in CRM | The price book is chosen based on the mappings with the selected CPQ market for the quote. This could potentially change the price book if it had been changed by a user outside of a CPQ Create/Update Opportunity action.

An opportunities price book will be changed if a user comes from the CRM to an existing quote, changes the market (which has been selected based on the price book), then performs the Create/Update Opportunity action.

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