Create a CPQ Quote Scope Product Rule to add a product to a quote

Follow the steps below to create, test, and understand considerations of utilizing Quote Scope Product Selection Rules:

1. Create a Quote Scope Product Selection Rule
2. Test and Verify
3. Review Considerations for Quote Scope Product Selection Rules

Create Products and a Quote Scope Product Selection Rule

1. Navigate to the Product Rules tab and click New to create a new Product Rule
   1. Product Rule Name: Add Product to Quote
   2. Conditions Met: Any
   3. Scope: Quote
   4. Evaluation Event: Always
   5. Type: Selection
2. Click Save, navigate to the Product Rule’s Error Condition Related list and click New
   1. Tested Object: Select what Object will be evaluated for the Product Rule to fire
   2. Tested Field: In Object Manager, navigate to the Error Condition object’s Tested Field and Add a picklist value for the API Name of the field you want to evaluate. Be sure to also set the Field Dependency so you can select the field when configuring the Error Condition
3. Click Save, navigate to the Product Rule’s Actions Related list and click New
   1. Type: Add
   2. Product: Select the Product you want to be added to the Quote
   3. Required: True
4. Click Save

Create a Quote and Add a Product to Test and Verify the Product Rule

1. Create a Quote
2. Click Edit Lines and click the Add Products action
3. On the Product Selection screen, select a Product or set of Products that would cause the Product Rule’s Error Condition to be met
4. Click Save, upon returning to the Quote Line Editor the Product Rule’s Add Action should fire the Product referenced in the Action should be added to the Quote. If the Error Condition's Tested Object is based on the Quote, Quote Line, or Quote Line Group, the Product Rule's Error Condition needs to be met before initial selection occurs. The Quote, Quote Line, or Quote Line Group data will need to be populated for the Product Rule to fire. 

Considerations for Quote Scope Product Selection Rules

• Quote Scope Product Selection Rules can only leverage the ‘Add’ Product Action Type. Setting the 'Required' checkbox to 'True' is always necessary for any 'Add' action to function.
• As a result of 'Add' being the only supported action in a Quote-Scope Selection Product Rule, there is no mechanism to reverse the action; it is not possible to write a corresponding rule to remove the product should condition no longer be met.
• Quote Scope Product Selection Rules will only execute upon adding a Product to a Quote or when reconfiguring to save a bundle that was already on the Quote.  
• The ability to have Quote Scoped Product Rules in conjunction with (Salesforce) Quote Line Validation Rules is currently a Feature Request for the CPQ Package.
• Quote Scope Product Selection Rules execute a DML and subsequent rollback when saving out of the configurator. This means any automation that executes on Quote Line Insert will execute but it will not be committed. More information on Savepoint and Rollback methods can be found here.