Adding Summary Variables

by Community Manager on ‎08-13-2015 10:44 AM - edited on ‎06-22-2016 01:13 PM by Community Manager


A summary variable is a collection of products (on a quote) that can be used in features like product rules, price rules, validation rules and dynamic quote terms. Summary variables are similar to roll-up Summary Fields, except you do not have to store their values in a field.



  • Sum how many printers are sold, regardless of model.
  • Sum how many software packages are sold.
  • Sum how many users have purchased a certain combination of hardware, to determine whether a bundle or discount on that collection would be worthwhile


Summary variables may be used in:

  • Quotes
  • Quote Line Fields
  • The Tested Variable field within the Error Condition of a Product Rule or Price Rule

Composite Variables

A Composite Variable is a Summary Variable with an additional calculation performed on the number of included products. For example, you could divide the number of ordered laptops by 12 to determine the number of access points that should be included with an order.





Your organization requires that the amount of printer toner on a quote must be greater than or equal to the number of printers on that quote. You'll need a Validation Rule that ensures these quantities are set appropriately - this Validation Rule will take a Summary Variable that sums the total of Printer toner on your Quote.


  1. Create a Summary Variable that aggregates Toner Quantity in your Quote:toner.png
  2. Create a Validation Rule to check whether toner quantity is greater than or equal to printer quantity:vr.png
    1. Within this Validation Rule, create an Error Condition that uses your "Total Quantity of LJ-TONER" Summary Variable as its Filter Variable:svec.png
    2. Within this Product Rule, create a Configuration Rule:config.png
  3. This Validation Rule will now allow for error messages to display when the toner quantity is less than printer quantity in your quote:Toner.png


Your organization needs to caculate the number of wireless access points that should be added to a Quote. Twelve laptops can connect to one access point. Thus, you'll need to create a Composite Variable that sums the total number of laptops on a Quote and divides it by 12:SV.png


  1. The Summary Variable should target the Quote Line in order to find all the laptops that have been added there. The variable is calculated by adding all the laptop quantities together, so the Aggregate Function should be Sum and the Aggregate Field should be Quantity.
  2. We want to target all laptops in the quote have the Product Code of AP-MBPRO. The Filter will thus look for all products with the Product Code that equals AP-MBPRO.
  3. The Composite Operator is set to Divide the variable determined by the Summary Variable and Filter Information by 12.
by ttrevisan
‎05-25-2016 12:26 PM - edited ‎05-25-2016 12:26 PM

Can you please provide a use case for the "Constraint Field"? Trying to understand how it is supposed to be used. @emaxwell Thank you!

by SG
on ‎11-08-2016 02:05 PM

Can I use a formula field in the 'Aggregate field' Value? For example 'SBQQ__NetTotal__c' from Quote Line Object?


by klebicz
on ‎12-13-2016 11:41 AM

How can I add a new value to the Filter Field on the Summary Variable. I added Product Name to the drop down but when I select it and try to save I receive an error that Product Name does not exist.


Target Object: Quote Line

Aggregate Function: Sum

Aggregate Field: Quantity


Filter Field: Product Name 

Operator: Contains

Filter Value: Pump


Error: Invalid Data.
Review all error messages below to correct your data.
SBQQ__SummaryVariable__c [a4Uq00000009jTpEAI] references field Product Name, which does not exist. Please check your spelling.


I'm pretty new to this so I know I must be missing a step.


Thanks in advance.

by LeanneArdley
on ‎01-26-2017 05:43 PM



I believe that any picklist values added must reference the API Name, rather than the label of the field - which would be "SBQQ__ProductName__c" in this instance. Does that fix the issue?

by rm192606
on ‎05-04-2017 11:18 AM


Is there a limit to how high a summary variable can sum a quantity? Running into an error after we enter a quantity higher than 5000. The error is from our price rule stating 'No metadata was retreived for field SBQQ__QuoteLine__c.Event_Registration_Quantity__c'. 


We are injecting the quantity from a summary variable into the Event_Registration_Quantity__c and it works great until we enter a quantity greater than 5,000. We then receive the above error. 


by eric_shiraishi
on ‎09-05-2017 08:23 AM

Hi @lvoelz2,


I'm trying to use the constraint field comparing a quote line field with the quote.


I've created two formula fields with the same api name on the quote and the quote line, but the summary variable with constraint is not working.


How should I use it?



by Community Manager
on ‎09-05-2017 09:58 AM


We are sunsetting and focusing now on monitoring the CPQ and Billing section of 


Can you please post your question as a new topic there? 


Thank you!


by DVM
on ‎10-02-2017 05:39 PM

@dpenrod What about Knowledge Base and articles you have? Is there a new location for most recent updates on these knowledge base / articles / tutorials?

by Community Manager
on ‎10-02-2017 05:52 PM

@DVM we are in the process of migrating the valuable content here to salesforce knowledge. But until at least April the existing articles here will stay available. 

by DVM
‎10-02-2017 05:56 PM - edited ‎10-02-2017 07:38 PM

Thank you @dpenrod for confirmation. Assuming till April the updates will happen here as well. If not, would appreciate sharing the link that we can bookmark review alogn with this forum. Thanks. 

by Dwayne
on ‎11-22-2017 03:44 PM

What would the limit be to how many Variable Element's you can chain together? I have a case where I could have 7 options and the sum total of these would be the Annual price for the other.

by RohitSharma
on ‎01-24-2018 01:54 PM


I'm trying to work with Dates using Summary variables (trying to evaluate the difference in two dates). However, I'm unable to see the value coming in the Summary Variable. Here is what I've done:

1. I've created a Summary Variable with the Function MAX/MIN on the Field: SBQQ__EffectiveStartDate__c.

2. To see if the value is coming in, I've created a Price Rule to inject this value in a test field on Quote Line.

3. If I use the function COUNT, it gives me the format error. Hence, the format of the Date field and Summary variable are same but still I'm not able to get any value in the quote line field.


Any help would be appreciated!

by DVM
‎01-24-2018 04:50 PM - edited ‎01-24-2018 04:51 PM

@RohitSharma Are your dates in following format? 


Note: When using a date/time for the Summary Variable Filter Field, the following standard date/time format must be used:
Date format: "yyyy-MM-dd"
Date time format: "yyyy-MM-dd HH:mm:ss"


If you are trying to get different between two dates in days then, any reason for not using Formula field?

by RohitSharma
on ‎01-25-2018 10:14 AM

@DVM Thank you for your response.


I'm using the Standard, out of the box Date type field on Quote Line object (SBQQ__EffectiveStartDate__c) so the format should be "yyyy-MM-dd". If that's the case, is there a way to change the date format? I tried with a different Date field too but still, I'm not able to see any value coming in the Summary Variable.


Also, I'm aware that I can use the formula field here but I'm trying to use a variable approach than creating formula fields for every use case. However, here I'm leveraging the Summary Variable in creating an Alert Product Rule.


Any help on this?



by DVM
on ‎01-25-2018 03:27 PM

@RohitSharma I dont have enough info to try on my side and confirm. If you like feel free to share more details via private message and I can try setting it up on my side.