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            Create a Connected Vehicle Eligibility Context Definition

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            Create a Connected Vehicle Eligibility Context Definition

            Define the context structure that determines the eligibility of the service process product. Create a context definition where the nodes and attributes represent the information used to build and execute the qualification rules procedure. For example, to evaluate the eligibility of a service process based on product attributes, add the Product object as a node and its fields as attributes in the context definition.

            Required Editions

            Available in: Enterprise, Unlimited, and Developer Editions.
            User Permissions Needed
            To create a context definition:

            Context Service Admin

            AND

            Product Catalog Management Designer

            Before you begin, enable Context Service in your Salesforce org.

            1. From Setup, in the Quick Find box, enter Context Definitions, and then select Context Definitions.
            2. Click New.
            3. For Name, enter VehicleOwnerAgentContext.
            4. Enter the effective start and end dates for the definition.
            5. To define the relationship between the definition’s nodes, create the definition’s structure.
              1. Add a node named Agent.
                The Agent node contains the Id and Department attributes related to a user based on which you want to determine the service process product qualification.
              2. Add a node named Customer.
                The Customer node contains the AccountId and CustomerRating attributes related to a customer account based on which you want to determine the service process product qualification. Rating is a custom field that the admin adds to the Account object.
              3. Add a node named Catalog.
                The Catalog node contains the CatalogId attribute related to the catalog.
              4. To the Catalog node, add a child node named Category.
                The Category node contains the ParentReference and CategoryId attributes related to the category.
              5. To the Category node, add a child node named Category Product.
                The CategoryProduct node contains the ParentReference, IsQualified, Code, Name, Reason, CatalogId, ParentProductId, ProductId, and Id attributes related to the product.
            6. Click Next.
            7. For each node, select whether an attribute is used as input, output, or both, and select the data type for each attribute.
            8. Click Next, and add tags for each node and the node’s attributes.
              Tags appear as list variables in versions of the expression sets that are related to context definitions.
            9. Save the definition.
             
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