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Rule Objects
A Rule object is a header object with three related objects: Rule Filter, Rule Action, and Rule Variable.
Rule object fields include:
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Rule Name specifies the Rule name.
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Is Active indicates if the Rule is currently in use.
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Object Name is the name of the object on which the Rule runs.
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Type specifies the rule type: Configuration, Pricing, Eligibility, or Availability.
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Description is a description of what the Rule does.
The Rule Filter object encompasses the Entity Filter that a Rule uses. Rule Filter object fields include:
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Rule Filter Name specifies the name of the Rule Filter. Salesforce automatically names the Rule Filter.
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Entity Filter is a lookup to the Entity Filter that the Rule uses to qualify the objects. For more information, see Entity Filters Overview.
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Rule is a lookup to the associated Rule object.
The Rule Action object defines the actions associated with the Rule. Rule Action object fields include:
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Ruleis a lookup to the associated Rule object. -
Entity Filteris a lookup to the Entity Filter the Rule uses. The Entity Filter serves different purposes based on the Rule type. For more information, see -
Calculation Procedureis a lookup to the Calculation Procedure object associated with the Rule Action. The Pricing Rule type uses the Calculation Procedure. For more information about Calculation Procedures, see -
Offering Procedureis a lookup to the Offering Procedure object associated with the Rule Action. The Availability and Eligibility Rule types use the Offering Procedure. -
Product Relationshipis a lookup to the Product Relationship object associated with the Rule Action. The Compatibility Rule type uses the Product Relationship. For more information about Product Relationships, see Product Relationships Overview.
The Rule Variable object defines the variables that are used in the Entity Filters. Rule Variable object fields include:
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Variable name specifies the name of the variable, which is used to reference the variable in the Entity Filter.
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Rule is a lookup to the associated Rule object.
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Entity Filter is a lookup to the Entity Filter that the rule uses to qualify the objects that populate the variable.
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Type specifies the variable type.
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Field Name to Assign specifies the field used to populate the variable.
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Object Path is a comma-delimited value that describes the path to the list of objects to use when populating the variable.
- Rule Actions
Rule actions define the changes that a rule makes on qualified objects. A rule action can be an offering procedure, a product relationship, a calculation procedure, or another procedure, such as a call to Apex code. Different rule types use different rule actions. - Rule Variables
Rule Variables can hold information passed to them by Entity Filters. You define a Rule Variable in a Rule and refer to it from the associated Entity Filter. You must create a Rule before you can create a Rule Variable.
