Add Products to a Quote with Selection Rules.
- In the navigation bar, click Product Rules.
- Click New.
- For Product Rule Name, enter Free USB thumb drive.
- For Type, choose Selection. For Scope, leave it on Quote. This is the first difference. You must tell CPQ the rule should run when returning to the ...
- For Evaluation Event, choose Always.
- Check Active.
- For Conditions Met, choose Any. You’re going to choose Any so that in the future you can check for other, unrelated conditions that might warrant a ...
- Click Save.
...
Required Editions.
| Selection Rule components | Field values |
|---|---|
| Product Action | Type: Show Product: Reporting Software Training Required: True |
How do I set up a product rule in Salesforce?
Click Product Rules from the navigation bar. Click New. In the Product Rule Name field, enter Hide Installation. For the Type field, choose Selection. For the Scope field, choose Product. For the Evaluation Event field, choose Load. This tells Salesforce to run the rule when the configuration page loads. Check Active.
How do I run a rule in Salesforce when configuration page loads?
For the Scope field, choose Product. For the Evaluation Event field, choose Load. This tells Salesforce to run the rule when the configuration page loads. Check Active. For the Conditions Met field, choose All. Click Save.
How do I hide installation of a product in Salesforce?
Click Product Rules from the navigation bar. Click New. In the Product Rule Name field, enter Hide Installation. For the Type field, choose Selection. For the Scope field, choose Product. For the Evaluation Event field, choose Load. This tells Salesforce to run the rule when the configuration page loads.
How do I create a sum and filter in Salesforce?
For Target Object, choose Product Option. For Aggregate Function, choose Sum. For Filter Field, choose Product Code. For Operator, choose ends with. For Filter Value, enter OUTLET. Click Save. Good, you now have a summary variable that can be used in both rules, isn’t that helpful?
What is selection rule?
Selection rules are a great way to guide your sales reps to a quote that is complete and correct. In the next unit, you learn how to create a single product rule that uses data in a custom object to drive its behavior.
When you create your own rules that use fields not on the picklist, do you need to update the picklist?
When you create your own rules that use fields not on the picklist, you need to update the picklist to include the API name of those fields . Finally, notice that you didn’t use the Product lookup field on the action record. If you use both lookup and filter information, only the lookup product is affected.
What happens if you delete product A in a quote?
1 Product A is added to your quote automatically with a Selection Rule . If you delete the Product A quote line, then add an unrelated product to the quote, what can you expect to happen in regards to Product A?
What is an option constraint?
An option constraint is a simple tool that behaves a little like a product rule, used only in the context of bundles. It ties two options together, so that one can only be checked if the other is selected. This is a little like a selection rule that has an enable action.
Is an option constraint a product rule?
Option constraints are easier to set up than product rules, but there are a few good reasons to use product rules anyhow. A single product rule can be applied to unlimited bundles, whereas an option constraint is specific to a single bundle.
Can you add a product to a quote?
You can also use a selection rule to add a product directly to the quote. For example, you might want to give customers a free, branded USB thumb drive as a promotional item whenever they buy an expensive monitor. In this example, none of the products are bundles.
Can product rules select options?
Product rules can select options with Add actions. Option constraints can only enable an option at best. Product rules can have multiple conditions that evaluate information outside the context of the bundle. An option constraint has one simple condition: if option X is selected.
How do selection rules affect bundles?
There are a number of ways selection rules take action to affect how bundles are configured. With the right combination of actions , a single product rule can quickly get a sales rep to a properly configured bundle, or at least give them a head start down the right path.
What happens if a sales rep unchecks electrical installation?
Second, if a sales rep unchecks electrical installation, then does something unrelated that causes rules to run again, the option gets checked again (because the rule ran again). In both instances, sales reps can accidentally sell something they didn’t intend to.
Why do you choose "always"?
You’re choosing Always because you want the rule to run at two times: when the configuration page first loads, and whenever an edit occurs. Note, selection rules for bundles don’t run on Save, so that isn’t part of the Always choice. Check Active.
What is product rule?
Product Rules can do more than just trigger warning messages like our Alert rule. They can also change how sales reps are allowed to interact with options. You can use Product Rules to set an option as preselected or required under certain circumstances, or automatically hide an option from view under other conditions.
Why is the Home Security Installation Option different from the Alert Rule?
Hide and Remove the Home Security Installation Option. This new rule is different than the Alert rule because it does more than just show a message. Selection Product Rules must have an Action, which describes what to do to one or more options.
When Should I Use Validation Rules?
Use Validation Rules to maintain user input data, or system modified records.
Sales Cloud Validation Rules
Sales reps aren’t the greatest fans of data input. To keep your Salesforce data quality on track, use Validation Rules to guide users while working with Sales Cloud objects.
Service Cloud Validation Rules
Service agents have enough to juggle while assisting customers on the phone, email, chat, or the many other channels they are expected to monitor.
Top Tips for Working with Salesforce Validation Rules
Ideally, admins should prepare/design automation/integrate systems respecting active Validation Rules. However, having a way to toggle which users should bypass Validation Rules is very useful.
Summary
This guide has covered when to use Validation Rules, how to create them, and 14 Validation Rule examples that are ready for you to implement in your org.
Learning Objectives
One Action to Rule Them All
- Selection rules use action records to tell CPQ how to change options during a configuration. In the previous unit, each of your rules acted on just one product. But what if you needed to perform the same action on multiple products? For example, imagine you’re a barista and you know that your customer is lactose intolerant (thanks to information on their profile). You would want to disabl…
Add Products to A Quote with Selection Rules
- Selection rules are often used to control how bundles are configured, but they have another purpose outside the context of bundles. You can also use a selection rule to add a product directly to the quote. For example, you might want to give customers a free, branded USB thumb drive as a promotional item whenever they buy an expensive monitor. In t...
Selection Rules Versus Option Constraints
- An option constraint is a simple tool that behaves a little like a product rule, used only in the context of bundles. It ties two options together, so that one can only be checked if the other is selected. This is a little like a selection rule that has an enable action. In the screenshot, you see WiFi Access Point is dependent on the Router using an option constraint. Option constraints ca…
Selection Rules Versus Validation Rules
- There’s often more than one way to keep sales reps on the right path to a properly configured bundle. For example, if your goal is to prevent dairy products from getting to lactose intolerant customers, you have a few choices. One is to create a selection rule to remove the offending products. Or you can create a validation rule that pops up an error message if there’s a dairy pro…
Resources
- Knowledge Article: Create a CPQ Quote Scope Product Rule to Add a Product to a Quote
- Salesforce Help: Constraint Guidelines
Learning Objectives
The Helping Hand of Selection Rules
- So far we’ve spent a lot of time talking about product rules that prevent sales reps from making mistakes by alerting them of potential problems. But what if there was a kind of rule that took action to automatically make necessary changes to a configuration to avoid issues in the first place? Well that’s exactly what selection-type product rules aim to do. For simplicity, we just call …
Create Two Opposing Selection Rules
- Selection rules have a lot of similarities to the rules you’ve created so far, except this time you won’t set up a message to pop up when there’s an issue. Instead, you create an action for CPQ to take. Let’s look at a scenario that benefits from selection rules. Imagine that you have a bundle for a home automation kit that includes things like smart light bulbs, outlets, and power strips. At th…
Resources
- Salesforce Help: Selection Rules
- Salesforce Help: Product Actions