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Context Rules or Advanced Rules: What Type to Use?
Because context rules and the advanced rules frameworks work together, you must determine what type of rule to use to accomplish your business objective.
Always prefer context rules unless key functionality is not supported.
Context rules and advanced rules support slightly different functionality, so it's important to understand these differences to determine the best type of rule to use. You must fully define your requirements end-to-end before you can map your requirements to the rules functionality matrix below.
Here are some questions to help you define your requirements and select the best rule framework to meet those requirements.
What will the rule apply to?
What object will the rule apply to? Will it be used to determine eligibility for a product or promotion? Will it apply pricing? Will it apply a penalty when canceling a promotion or a contract?
Object |
Context Rules |
Advanced Rules |
|---|---|---|
Product |
Supported |
Supported |
Promotion |
Supported |
Not supported |
Contract |
Supported |
Supported |
Price List / Price List Entry |
Supported |
Not supported |
Pricebook / Pricebook Entry |
Not supported |
Supported |
Adjustment Data Virtual Object |
Supported |
Not supported |
When will the rule apply?
At what point in the order capture process will this rule apply? Will the rule evaluate items before they are placed in the cart in an order, quote, or opportunity? Will it be used to evaluate the line items after they are in the cart?
Stage |
Context Rules |
Advanced Rules |
|---|---|---|
Order |
Supported |
Supported |
Quotes |
Supported |
Supported |
Opportunity |
Supported |
Supported |
Order Line Item |
Not supported |
Supported |
Why do you need this rule?
Why do you need this rule? Do you need to check product compatibility? Do you need to check whether a customer is eligible for a product? Or whether a product is available in a geographic region? Do you need to apply a penalty? Do you need to weigh multiple prices and then apply a single price? Do you need to automatically add a product to the cart based on other conditions in the cart?
Why do you need this rule? |
Context Rules |
Advanced Rules |
|---|---|---|
To check product compatibility |
Not supported |
Supported |
To check product availability |
Supported |
Supported |
To check customer eligibility |
Supported |
Supported |
To automatically add products based on other products in the cart |
Not supported |
Supported |
To automatically add products based on an applied promotion |
Supported |
Not supported |
To apply a penalty for a promotion or contract cancellation |
Supported |
Not supported |
To select a single price when a customer is eligible for multiple prices (tightest match) |
Supported |
Not supported |
To restrict manual pricing adjustments |
Supported |
Not supported |
How will you manage this rule?
How will you administer or manage the rule? Will this rule apply to a single product or to thousands? Do you need maximum performance?
How will you manage this rule? |
Context Rules |
Advanced Rules |
|---|---|---|
I need to apply this rule to a large number of products. |
Not supported |
Supported |
I need maximum performance using caching. |
Supported |
Not supported |
