Loading

Revenue Cloud Product Catalog Management: Qualification Rules Work in Simulation but Fail on Actual Quote When Using Extended ProductDiscoveryContext

Дата публикации: Jul 29, 2026
Описание

When a ProductDiscoveryContext context definition is extended in Revenue Cloud Product Catalog Management, qualification and disqualification rules referencing that extended definition run successfully in simulation mode but do not disqualify products when executed against an actual Quote record.

This discrepancy occurs because the default ProductDiscoveryMapping does not automatically include custom node mappings added to the extended context definition. Simulation mode can resolve context data without a correct default mapping, but live Quote execution depends entirely on the default mapping to supply input data to the qualification procedure. If the original ProductDiscoveryMapping remains set as default, custom node attributes are not mapped, and the disqualification logic receives incomplete data and does not fire.

Affected scenarios include:
- Custom node attributes added to an extended ProductDiscoveryContext that are referenced in qualification rules
- Sibling node attributes such as Quote fields mapped alongside CategoryProduct attributes
- Any deployment where the extended context definition is selected in Product Discovery Settings but mapping configuration has not been updated

Решение
  1. Navigate to Setup > Context Definitions and open the extended ProductDiscoveryContext context definition.
  2. On the Map Data tab, click Add Mapping.
  3. Enter a descriptive Name and Description for the new mapping.
  4. Deselect the Automatic Salesforce object mapping checkbox.
  5. Deselect the Mark as Default checkbox.
  6. On the Mapping Details page, select Association, Hydration, Persistence, and Translation.
  7. Click Map and map CategoryProduct attributes to Product2 fields, including any custom fields.
  8. Map any sibling node attributes (for example, Quote node attributes) to their corresponding Quote fields.
  9. Save the changes.
  10. On the Map Data tab, select Input Mapping from the Context Definition dropdown of the new mapping.
  11. Click Generate All Mappings.
  12. In the Generate all mappings? confirmation window, click Retain and Generate.
  13. Save the changes.

At this point, the custom mapping contains all attribute-to-field mappings and generated input mappings required for live Quote execution.

  1. Navigate back to Context Definitions, locate the original ProductDiscoveryMapping, click Edit, and deselect Mark as Default.
  2. Navigate to the new custom mapping, click Edit, and select Mark as Default.

The custom mapping is now the default mapping used when qualification rules execute against a live Quote.

  1. Activate the context definition if it is not already active.
  2. Navigate to Product Discovery Settings and confirm the extended context definition is selected.
  3. Verify the fix by adding a product to an actual Quote that meets the disqualification criteria and confirm that the product is disqualified on the Quote, not only during simulation.


 

Номер статьи базы знаний

005390201

 
Загрузка
Salesforce Help | Article