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Product Rules
You can evaluate a product option, quote, or a quote line against user-made conditions and perform an action in response. Organize your conditions and actions in a product rule object. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
All product rules contain related lists for Error Conditions, Actions, and Configuration Rules.
An Error Condition contains two sections: Information and Filter Information. Information defines an object, a field on an object, or a variable to test. Filter Information defines a logical operator and a value to test against. When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action. You can set Conditions Met so that the rule fires when:
- All error conditions are true
- Any number of error conditions are true
- The error conditions evaluate to user-determined custom logic.
All rule types require at least one Error Condition.
Your use of Actions and Configuration Rules depends on the type of product rule you’re using.
- Product Actions
A product action performs an action on a product option, such as selecting or deselecting the option within its bundle, or hiding the option from view. Product actions target options based on the parent product rule’s scope, conditions, and evaluation event. You can also use product action fields to change the action’s target scope. (Salesforce CPQ Managed Package) - CPQ Validation Rules
Validation rules confirm that a quote’s product combinations or quote line field values match predetermined conditions. Users see an error message and can’t save their product configuration or quote until they meet these conditions. (Salesforce CPQ Managed Package) - 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) - Selection Rules
Set up your product rules to automatically add, remove, hide, enable, or disable options in a bundle. (Salesforce CPQ Managed Package) - Filter Rules and Dynamic Bundles
Allow your sales reps to choose their own options in a bundle. You can use filter rules to filter the options they can choose from. (Salesforce CPQ Managed Package) - Product Rule Guidelines
Consider key guidelines when you’re creating a product rule. (Salesforce CPQ Managed Package)
