Using Lookup Queries with Product Rules

Your product rule’s lookup query maps data from your lookup object back to your product rule. This process lets your product rule use lookup data fields and values in place of the rule’s actions and conditions. Your product rule contains several lookup fields for accepting data from the lookup object.

Lookup Object

The API name of the object that stores your lookup data. Use SBQQ__LookupData__c or any custom object other than SBQQ__Quote__c or SBQQ__QuoteLine__c.

Lookup Product Field

The API name of the lookup object field that serves as a product action’s product lookup. The lookup object field you use must be a picklist or text field.

Lookup Type Field

The API name of the lookup object field that serves as a product action’s type picklist. The lookup object field you use must be a picklist or text field.

Lookup Required Field

The API name of the lookup object field that serves as a product action’s required checkbox. The lookup object field you use must be a checkbox field.

Lookup Message Field

The API name of the lookup object field that serves as your product rule’s message. The lookup object field you use must be a picklist or text field.

The lookup data object has several fields that map by default to your product rule’s lookup fields. To use a custom field for your lookup object, define those relationships manually. The following table shows the lookup object field values that each type of product rule requires.

Product Rule Field	Selection Rules Require These Values From Your Lookup Object	Validation Rules Require These Fields From Your Lookup Object	Alert Rules Require These Fields From Your Lookup Object
Lookup Type Field	SBQQ__Type__c or a custom field	None	None
Lookup Product Field	SBQQ__Product__c or a custom field	None	None
Lookup Required Field	SBQQ__Required__c or a custom field	None	None
Lookup Message Field		SBQQ__Message__c or a custom value	SBQQ__Message__c or a custom value

Important When a product rule uses a lookup query, it ignores the value of the Feature field on the product rule’s configuration rule. This ensures that the product rule filters using only the lookup query’s parameters.

Example You sell an IT Service bundle that contains a Bronze Support product option, a Silver Support product option, and a Gold Support product option. The bundle also has a configuration attribute called Support Level so your sales reps can change the type of support they want while configuring the bundle.

Configure a selection rule and lookup query that hides and shows your support options in the configurator based on whether you select Bronze, Silver, or Gold in the Support Level configuration attribute menu. First, create the following lookup data records. Remember, all Add, Show & Add, and Enable & Add lookup data records must have a Required field with a value of Yes.

Lookup Data Records

Name	Category	Type	Product
Lookup Data 1	null	Show	Gold Support
Lookup Data 2	null	Show	Silver Support
Lookup Data 3	null	Show	Bronze Support
Lookup Data 4	Bronze	Show & Add	Bronze Support
Lookup Data 5	Bronze	Hide & Remove	Silver Support
Lookup Data 6	Bronze	Hide & Remove	Gold Support
Lookup Data 7	Gold	Show & Add	Gold Support
Lookup Data 8	Gold	Hide & Remove	Bronze Support
Lookup Data 9	Gold	Hide & Remove	Silver Support
Lookup Data 10	Silver	Show & Add	Silver Support
Lookup Data 11	Silver	Hide & Remove	Bronze Support
Lookup Data 12	Silver	Hide & Remove	Gold Support

When you associate these objects with your product rule, each record acts like a combination of error conditions and actions when you’re in the configurator. Category is your filter, Type is your action, and Product refers to each option of your support bundle. Next, create a standard selection rule.

Name

Configuration Selection Lookup Rule

Conditions Met

Any

Scope

Product

Evaluation Event

Always

Type

Selection

Make sure that you add a configuration rule that looks up to your support bundle. Instead of error conditions and actions, create lookup queries on the product rule. Because you’re using a selection rule, fill out the Lookup Type, Lookup Product, and Lookup Required fields.

Lookup Object

SBQQ__LookupData__c

Lookup Type Field

SBQQ__Type__c

Lookup Product Field

SBQQ__Product__c

Lookup Required Field

SBQQ__Required__c

Add a lookup query to your selection rule.

Match Type

Configuration Attribute Value

Tested Configuration Attribute

Support Level

Operator

Equals

Lookup Field

SBQQ__Category__c

Create a quote with your support bundle and enter the configurator. When you change the support level configuration attribute, your product rule references the relevant lookup object record. It then changes your options accordingly. For example, if you choose Bronze, the product rule adds your Bronze Support option while removing the Silver Support and Gold Support options.