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            Set Up Qualification Rules for SMB Fiber Products

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            Set Up Qualification Rules for SMB Fiber Products

            Configure multirecipient qualification rules to define the availability of fiber products for customers based on the serviceability results for their locations. You can select any field from Quote Line Item Recipient or Order Product Recipient for the qualification criteria.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud for Communications
            User Permissions Needed
            To create a qualification rule: Manage Product Catalog
            To create, edit, and activate a decision table:

            Manage Product Catalog

            AND

            Rules Engine Designer

            AND

            Context Service Runtime
            To use a decision table: Rules Engine Runtime
            To update context definitions: Context Service Admin

            In this example, the qualification criteria is based on the broadband connection type.

            Important
            Important If you've implemented the qualification rules configuration before Spring `26, we recommend to use the new MultiRecipientProductDiscovery context definitions. The CommsProductDiscoveryContext are scheduled for depreciation in Spring `27.
            1. Define qualification criteria:
              1. From Setup, in the Quick Find box, enter Object Manager and select it.
              2. Click Product Qualification.
              3. Click Fields & Relationships, and add BroadbandConnectionType field with Text Area data type.
            2. Define qualification rule decision table:
              1. From the App Launcher, find and select Product Catalog Management.
              2. On the Home tab, click Qualification Rules.
              3. To create a qualification decision table, click New.
              4. Enter a decision table name and API name.
              5. Select Product Qualification for application usage.
              6. Select Standard Decision Tables for decision table type.
              7. Select Create a Decision Table.
              8. Save your changes.
            3. Define conditions and results:
              1. Select Salesforce Object as the source to create the decision table.
              2. Select Product Qualification for source object.
              3. Under Conditions, select BroadbandConnectionType__c for the source object field, and Equals for operator.
              4. Click Add Condition.
              5. Select ProductId for the source object field, and Equals for operator.
              6. Select All Conditions are met (AND) for condition type.
              7. Under Results, select IsQualified for the source object field.
              8. Save your changes.
              9. On the Behaviours page, click Save & Next.
              10. On the Preview & Save page, click Finish.
            4. Define rules:
              1. Click View Object Record Page, and select the product for which you want to define rules.
              2. For the product you want to define the rule, select Edit from the dropdown.
              3. Enter the broadband connection type.
              4. Save your changes.
            5. Verify MultiRecipientProductDiscovery is shipped by default:
              1. From Setup, in the Quick Find box, enter Context Definitions and select it.
              2. Click MultiRecipientProductDiscovery from the list.
              3. On the Map Data tab, select product discovery mapping as View SObject Mapping .
            6. Define qualification rule procedures:
              1. From the App Launcher, find and select Product Catalog Management.
              2. On the Home tab, click Qualification Rules Procedures.
              3. To create a qualification procedure, click New.
              4. Enter a qualification procedure name and API name.
              5. Select Product Qualification for usage type.
              6. Select MultiRecipientProductDiscovery for context definition.
              7. Save your changes.
              8. Select the qualification procedure that you’ve created.
              9. Click Add component iconThe Add Component icon, and select Multi Recipient Product Qualification element.
              10. In the lookup table details, select CommsProductQualificationDT.
              11. Enter input and output parameters as per the defined conditions and results.
              12. In Settings, enter 1 for rank.
              13. In element details, select Include in Output.
              14. Save your changes.
              15. To simulate the qualification procedure, click Simulate.
              16. If needed, for multirecipient, select Advanced in input mode, and enter this JSON code.
                {
"Catalog": [
{
"Category": [
{
"CategoryProduct": [
{
"ProductId": "<Product Id1>"
},
{
"ProductId": "<Product Id2>"
}
]
}
]
}
],
"SalesTransaction": [
{
"Recipient": [
{
"RecipientBroadbandConnectionType": "Fiber"
},
{
"RecipientBroadbandConnectionType": "Copper"
}
]
}
]
}
              17. Save your changes, and then activate.
            7. Verify product discovery settings.
              1. From Setup, in the Quick Find box, enter Product Discovery Settings and select it.
              2. The context definition should be MultiRecipientProductDiscovery and the qualification rule procedure as CommsProductQualification.
            8. Set the context definitions in pricing procedure:
              1. From the App Launcher, find and select Price Management.
              2. On the Home tab, click Pricing Procedures.
              3. Select pricing procedure used in Product Discovery Settings.
              4. Click the pricing procedure version, and deactivate.
              5. Go back to the Pricing Procedures page, and click Edit.
              6. In the context details, select MultiRecipientProductDiscovery, and save your changes.
              7. Click the pricing procedure version, and set the start date time to the current date time.
              8. Activate the pricing procedure.

            The product list page shows the qualified products during the onboarding or purchase journey through the quote page.

             
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