Create Qualification Rules for Service Processes

Control the visibility of service processes to your customers and users by creating qualification rules. To create a qualification rule, enter values for the input criteria that the service process product must meet to be qualified. Customers and users can see service process products when the service process products meet the qualification criteria.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with the required licenses

User Permissions Needed
To create a qualification rule:	Product Catalog Management Designer

From the App Launcher, find and select Product Catalog Management.
Click Qualification Rules.
From the list of Qualification Decision Tables, select the SvcProcessEligibility decision table.
On the Table tab on the decision table page, click View Object Record Page.
On the Product Qualifications list view page, select New.
Enter the values for the input criteria.
In this example, create a qualification rule for each service process product that you want to qualify.

Note As of Spring ‘24, the Action Launcher doesn’t qualify service processes if they’re configured for eligibility based on product categories and subcategories.

Here are the qualification rules for the service process products.
Save your changes.
Here’s the decision table for the service process products with their corresponding qualification criteria.