Loading
Feature degradation | Gmail Email delivery failureRead More
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Set Up Business Rules Engine for Product Configurator

            You are here:

            1. Salesforce Help
            2. Docs
            3. Agentforce Revenue Management

            Set Up Business Rules Engine for Product Configurator

            Before you define product configuration rules by using Business Rules Engine, set up Business Rules Engine for Product Configurator.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions of Revenue Cloud with the Revenue Cloud Growth license or the Revenue Cloud Advanced license
            User Permissions Needed
            To set up Business Rules Engine for Product Configurator: Product Configuration Rules Designer permission set

            Create a Rule Library

            Rule creation requires a rule library to store and run rules in Business Rules Engine.

            Before you create a rule library, select a default pricing procedure on the Revenue Settings page. This pricing procedure uses a context definition that's extended from the SalesTransactionContext context definition.

            1. From the App Launcher, find and select Rule Libraries.
            2. Click New.
            3. Enter a name and API name for the rule library.
            4. Select Configurator as the usage type.
            5. Enter the developer name of the extended SalesTransactionContext context definition that's configured for your default pricing procedure on the Revenue Settings page.
            6. Save your changes.
            7. Go to the Rule Library Versions related list and open the version that you want to activate.
            8. From the action dropdown, click Activate.
            9. Refresh the page.
              The rule library version is now activated.
            Note
            Note If you change the extended SalesTransactionContext context definition used by your default pricing procedure, create a new rule library with the latest context definition, or create a rule library version.

            Enable Configuration Rules with Business Rules Engine

            Grant users the access to set up product configuration rules by using Business Rules Engine.

            1. From Setup, in the Quick find box, enter Revenue Settings, and then select Revenue Settings.
            2. Turn on Set Up Configuration Rules with Business Rules Engine.

            Create Transaction Processing Type Records for Business Rules Engine

            Create a transaction processing type and specify StandardConfigurator as the rule engine.

            This completes the setup of Business Rules Engine for Product Configurator. To learn about creating product configuration rules by using Business Rules Engine, see Define Configuration Rules with Business Rules Engine.

            This completes the setup for Product Configurator. To proceed with the rest of the Revenue Cloud setup, see Set Up Agentforce Revenue Management.

             
            Loading
            Salesforce Help | Article