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Rule Levels and Types
There are two Rules levels: Header-level Rules, and Item-level Rules. There are four Rule types: Availability, Eligibility, Compatibility, and Pricing.
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Header-level Rules act on parent objects, such as Opportunity, Order, and Quote.
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Item-level Rules act on line items.
There are four Rule types. Each Rule type has a different action behavior.
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Availability
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Eligibility
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Compatibility, also known as Configuration or Validation
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Pricing
Availability and Eligibility Rules are defined at the header level. Compatibility and Pricing Rules are defined at the item level.
Salesforce Industries Communications, Media, and Energy (CME) supports standard and advanced Rules. Using standard Rules, you might restrict availability of products to customers in specific locations or restrict eligibility of some products based on Account type. Advanced Rules implement a story. They provide the answers to questions such as, “How is each product in a quote priced? Why is this set of products available to this specific customer at this time?” You can use advanced Rules to do the following:
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Compute the pricing for the entire Order.
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Change the processing sequence.
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Add new steps.
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Include branching logic.
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Apply Entity Filters and Rule Actions to each product.
Use advanced Rules in the following situations:
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Compatibility depends on context, for example, recommend free installation for Gold customers.
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Compatibility depends on Product attributes, for example, exclude a service if the Internet speed is less than 100 Mbps.
- Availability and Eligibility Rules
Availability and eligibility rules provide the ability to show or hide products based on location, account attributes, and other related information. The rules determine if a customer can obtain specific products and ensure that only the appropriate offers or products are displayed to the customer. The rules provide the ability to show or hide objects based on location, account attributes, and other related information. - Compatibility Rules
Compatibility rules are also known as configuration rules or validation rules. Compatibility rules determine if a product combination is valid. Using compatibility rules, you can define that, when a product is added to the cart, related products are added with it. You can also automatically add, automatically remove, or recommend products based on other products in the cart. - Pricing Rules
Pricing rules determine the price of the products in the cart. They use calculation procedures to calculate the appropriate prices and apply discounts. When you create a pricing rule, you specify a calculation procedure as the rule action.
