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Product Rule Guidelines
Consider key guidelines when you’re creating a product rule. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
- Error conditions pass if any of the quote lines meet their conditions. Salesforce CPQ compares lookup query data to all quote lines, not only the lines that pass error conditions.
- If you have multiple rules that can affect the same product or products, consider ranking them by evaluation order. Salesforce CPQ evaluates higher-ordered rules last, so the product rule with the highest evaluation order number is the final product rule considered.
- Use the Evaluation Event field to determine when Salesforce CPQ considers and runs a
product rule.
- Load: when the user loads the configurator
- Edit: when the user changes a field in the configurator
- Save: when the user saves (via the Save or Quick Save buttons) a quote in the configurator
- Always: when any user loads, edits, or saves a quote
- You can configure selection rules to perform an action on their targeted product options based on the selection of other options and configuration attributes. This process means that users can receive immediate feedback about valid and invalid operations instead of receiving it only when they save their configuration. Processing selection rules in real time is useful for making a guided configuration: You can make configuration attributes in the form of questions. Salesforce CPQ makes a configuration based on user response, possibly by selecting multiple options in one step.
- To make a selection rule that functions in real time, select Apply Immediately and System on the product option that you want to function in real time. We recommend setting your selection rule’s Evaluation Event field to Always, ensuring that the real-time processing happens throughout anything you do in the quote line editor.
- Date fields in your error condition’s filter value must use the format YYYY-MM-DD 00:00:00.
- Configurator-scoped product rule conditions can’t use quote line summary variables.
- Configurator-scoped product rules of type Validation/Selection can’t be evaluated against dynamic features.
- Product-scoped product rules can’t use Quote Line as a tested object in their error conditions.
- Salesforce CPQ doesn’t support selection rules that add products from different price books. Instead, create unique selection rules to handle product selection from different price books.
- When you’re using features with the option selection method set to Dynamic, selected products aren’t considered product options by product rules or price rules.
- Quote-scoped product rules can’t use Product Option or Configuration Attributes as tested objects in their error conditions.
- Quote-scoped product rules run only during product selection or bundle configuration. If the product rule’s error condition is based on quote or quote line data, Salesforce CPQ doesn’t evaluate the error condition until quote lines are added, which can require a second save during product bundle reconfiguration or product selection.
- When a quote-scoped product rule adds a product, the product is last in the quote line’s numbering order. If the price rule evaluates multiple quote lines, the quote line’s number can affect price rule evaluation.
- Quote-scoped product selection rules add a product to a quote only one time. If the product exists on the quote or the product is added to the quote when the quote-scoped product selection rule is applied, the rule doesn’t add the product.
- Product-scoped product rules can’t use Quote Line Group as a tested object in their error conditions. These conditions will work on initial configuration, but not on reconfiguration.
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