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Manage Linear Relationships
When a product relies on another product, link them on the quote or order so the dependency stays accurate through ordering, activation, and amendments.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions with Media Cloud Advanced |
| User Permissions Needed | |
|---|---|
| To link products on a quote or an order: | Media Cloud Runtime OR CME Sales Features |
| To unlink products on a quote or an order: | Media Cloud Runtime OR CME Sales Features |
| To create an order from a quote: | Create Orders from Quotes AND Media Cloud Runtime AND CME Sales Features |
| To amend and renew linked assets: | Media Cloud Runtime OR CME Sales Features |
In the quote line item, each source product shows one of these statuses.
- Linked: The product meets all its dependencies.
- Missing Links: The product is missing a required link, or has some but not all of the required links. This status blocks the quote or order until you link an eligible related product.
- Not linked: An optional related product is available to link. This status doesn't block you.
A product with no Relies On rule shows no status and needs no action.
When you add a product with a Relies On rule to a quote or an order, Salesforce automatically links it to an eligible related product if only one match exists. If multiple products are eligible, Salesforce prompts you to select one. If a required dependency isn't met, Salesforce displays a validation message. The relationship flows from quote to order to asset and persists through amendments, keeping dependencies accurate across the lifecycle.
- Considerations for Linear Relationships
Review these considerations before you create and manage Relies On rules. - Automatic Linking
When you add a source product, Salesforce links it automatically to an eligible related product if only one match exists. - Link a Product Manually
Link a source product to its related product on a quote or an order so that the dependency is satisfied. - Unlink a Product
Remove a link between a source product and a related product when the dependency no longer applies. - Review Links in the Side Panel
Select a source product to open the side panel, where you can review its Relies On rule and linked related product. The side panel shows the applicable rule and the linked related products, and you can unlink a product without opening the Manage Links window. - Relies On with Grouped Line Items
You can create Relies On links between grouped line items, not just standalone products. - Review Relies On Warnings in the Configurator
When you configure a source product that has a mandatory Relies On rule, the configurator warns you if the required related product isn't linked. - Create Orders from a Quote with Relies On Relationships
Convert a quote that has Relies On relationships into one or more orders while keeping each source product together with the related products it depends on. - Create Assets from an Order with Linked Products
Activate an order so that its Relies On relationships become relationships between the new assets. - Relies On Relationships Across the Asset Lifecycle
After an order activates, the Relies On relationships become relationships between the new assets and are respected through amend, renew, and cancel. - Review Related Assets
On the account, the asset table shows each asset together with its related assets, so you can see the dependency without opening each record. Select an asset to open the side panel, which shows the applicable Relies On rule and the related assets for that asset. - Amend and Renew Related Assets
Change or extend an asset that's part of a Relies On relationship without breaking the link. - Cancel an Asset in a Relies On Relationship
Cancel an asset that's part of a Relies On relationship when no other product mandatorily relies on it.
