Product Action Fields

Standard Product Action Fields

Currency

A product action considers a product for evaluation only if the product has a matching currency.

Product

The product action performs the result of the Type field on this product. This product must be optional for at least one product option. Use this field only for selection rules.

Product Action

The reference number for this product action.

Required

This field must be selected on product actions for selection rules with Type fields set to Add, Enable & Add, or Show & Add. When the product rule fires in the quote line editor, Salesforce CPQ performs the selection rule on the product defined in the action’s Product field.

This field must be deselected on product actions for all other types of selection rules.

Rule

The product rule that contains this product action.

Type

Use this field with selection rules and filter rules. Default Filter and Option filter control search logic for filter rules. All other values determine which action a selection rule performs on a product option.

Add

Select a product option's selected checkbox. If the product option is hidden, this action won't show it in the configurator.

Remove

Deselect a product option's selected checkbox. If the product option is currently hidden, this action won't show it in the configurator.

Enable

Allow users to select the checkbox for the product option.

Disable

Prevent users from choosing the product option's selection checkbox.

Enable & Add

Add a product option and allow users to choose its selection checkbox.

Disable & Remove

Deselect a product option's selection checkbox and make it unselectable.

Show

Show a product option. Its selection checkbox is unselected.

Hide

Hide a product option. While hidden, you can still use other product rules to select or deselect the product option's selection checkbox.

Show & Add

Show a product option and select its selection checkbox.

Hide & Remove

Deselect a product option's selected checkbox and hide the product option.

Default Filter

When you're using a filter rule, filtering persists even when a user removes the filtered value from the Product Search sidebar.

Optional Filter

When you're using a filter rule, Salesforce CPQ removes the filter parameters when a user removes the filtered value from the Product Search sidebar.

Filter Fields

Use filter fields to apply a selection rule or a filter rule to a filtered set of product options. You can use filter fields with selection rules to apply the selection action to only certain product options. Use filter fields with filter rules to control a list of products that appear in the product option selection page when a sales rep configures a bundle. When they select one of those products, Salesforce CPQ adds it to the bundle as a product option.

Filter Field

Choose a Product field that you want to filter your product options by.

Filter Value

Choose the value on your filter field for filtering your product options. The filter field must be a Product field. Selection rules use the filter field and filter value to apply the selection type to all product options that match product records.

For example, let's say you sold a custom laptop bundle with a feature for the laptop's case color. You could set your filter field to your product's custom Color field, your operator Equals, then set the filter value to Silver. When you configure your bundle, the case color feature would show only product options where the Color field was set to Silver.

Operator

This logical operator determines how the filter rule evaluates the filter value.

Value Attribute

If your Value Field is a global configuration attribute, use this field to select one of its attributes.

Value Object, Value Field, and Value Attribute

Only filter rules can use value objects, value fields, and value attributes.

Use the value object and value field to filter product options based on a predetermined value rather than a value that you manually set in the Filter Value field. This setup lets the filter rule to act like a configuration rule and filter based on a field and value that the sales rep chooses on the quote, product, or configuration attribute. For example, your quote has a Deployment Type field that the sales rep sets during quoting. If they pick a deployment type of Premium, the filter rule could evaluate your product feature so that it only shows product options that also have a Premium deployment type. In this case, you'd need deployment type fields on that feature's product options and their related products. You'd also need a value object of Quote, a value field of Deployment Type, and an operator set to Equals.

If your value field is a global configuration attribute, use the Value Attribute field to select one of its attributes.