Salesforce CPQ Validation Rules

Use validation rules to ensure that your users create parts of their quote in a manner that you can control. If the quote isn’t configured in this way, the quote line editor shows an error message when the user tries to save. Set the text for this error message in the product rule’s Message field. The message appears, and users can’t save the product configuration or quote until the product rule’s error conditions evaluate to true.

Example You want your quotes to contain more or the same quantity of toner than printers. Your product rule in this case tests whether the quantity of toner is greater than or equal to the quantity of printers on your quote. Start by creating a summary variable for your toner quantity and another summary variable for your printer quantity. Then create a product rule with the following fields.

• Product Rule Name: Toner Quantity Greater or Equal to Printer Quantity
• Conditions Met: All
• Scope: Product
• Evaluation Event: Always
• Type: Validation
• Message: Toner quantity must be greater than or equal to printer quantity.

Next, create an error condition.

• Tested Variable: Toner Quantity
• Operator: Less Than
• Filter Type: Variable
• Filter Variable: Printer Quantity

Now, if a user adds more printers than toner in the quote line editor, they see the message you set when they try to save.

• Validation Rules in Nested Bundles
  Use validation rules within nested bundles to expand the scope of options Salesforce CPQ considers when evaluating quotes and products. (Salesforce CPQ Managed Package)