Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Eligibility Rules Structure for Batch Loading

Eligibility Rules Structure for Batch Loading

If you have to add eligibility rules at the root product level or at the optional coverage level to hundreds or thousands of products, you can write scripts to batch load rules directly into the database.

Root Product Eligibility Rules

Before you batch upload root product eligibility rules, create a plan that includes the following:

  • Product Ids for each product that needs eligibility rules

  • Definition of each rule

Root product eligibility rules are stored in the Product2.EligibilityCriteria__c field.

The only data you need to load into this field is the expression that creates the condition for the rule.

 
Loading
Salesforce Help | Article