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Validate Product Configuration
Product validation rules enhance the performance and address potential errors before saving a configuration.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer Editions of Revenue Management (formerly Revenue Cloud) with the Revenue Cloud Growth license or the Revenue Cloud Advanced license |
| User Permissions Needed | |
|---|---|
| To turn on product validation: | Product Configurator permission set |
- From the App Launcher, find and select Quotes or Orders.
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From the list view, open the record that contains the line item that you want to
configure.
If necessary, edit the record to change the transaction type. The selected type determines which rules engine runs product configuration rules. The Transaction Type field is available only if Transaction processing for quotes and orders is turned on.
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To view the line item that you want to configure, perform one of these actions based on
your selection.
- On the quote record details page, go to the Quote Line Items tab.
- On the order record details page, go to the Lines tab.
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From the quick action menu of the line item that you want to validate, select
Configure.
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Turn on Product Validation.
The validation rules run automatically for every change in the product selection.
- To validate the product configuration manually, click Validate.
- Click Save and Exit.
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