Simplify configuration experience and reduce configuration errors with configuration
rules. When you configure products in quotes, product configuration rules make sure that all
products have valid attributes and are compatible with other products in the
offering.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
of Digital Insurance Platform where Product Configurator is enabled with the Revenue
Lifecycle Management add-on
With configuration rules in Product Catalog Management, you can make sure that your users
select the right set of products and that the product configuration aligns with the business
needs and standards. By defining rules based on products and their attributes, you prevent
faulty configurations and ensure accurate quotes and a seamless customer experience. These
rules prevent configuration mistakes by notifying users when a rule is triggered and guiding
them through the steps to resolve errors.
Create a Configuration Rule Reduce configuration errors and easily manage product validation and compatibility by applying configuration rules.
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