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Manage Your Quotes with CPQ
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            Alert Rules

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            Alert Rules

            Alert rules provide informational messages during configuration or pricing. Unlike a validation rule, alert rules let you save your configuration or quote without having to change anything. They’re useful for providing suggestions on optimal but nonrequired configurations and pricing processes such as best practices. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            To configure a product rule as an alert rule, set the Type field to Alert and the Evaluation Event field to Save. When an alert rule fires and finds a configuration value or quote value that matches its error condition, users see an error message. They can revise their configuration or quote, or continue without making changes.

            Example
            Example Your company sells server hardware, including power supply units. Company best practices recommend sales reps sell at least one 208-V fan with your PSUs. However, you don’t want to require this sale via a validation rule in case your customers have this fan or an equivalent model. In this case, you can use an alert rule to remind sales reps that 208-V fans are recommended. From there, reps can check to see if their customer has the necessary fan. You need two summary variables: one that outputs the count of PSUs in your quote and one that outputs the count of fans.

            Product rule

            • Conditions Met: Custom
            • Scope: Product
            • Evaluation Event: Always
            • Type: Alert
            • Active: Selected
            • Message: We recommend the 208-V fan for this PSU.
            • Advanced Condition: 1 AND 2

            Error Condition 1

            • Tested Variable: PSU Count
            • Operator: greater than
            • Filter Type: Value
            • Filter Value: 0

            Error Condition 2

            • Tested Variable: Fan Count
            • Operator: equals
            • Filter Type: Value
            • Filter Value: 0
             
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