Product Rules evaluate a Quote's Products against user-made conditions and then display a message in the Quote Line Editor if conditions aren't met.
Product rules contain a condition to meet, an error message (to display if the condition is not meet), and a filter. Users create Error Conditions to determine if a certain set of products is valid in a given scenario. The Error Conditions will use Summary Variables to make these decisions.
Product rules have 4 varieties:
The major difference between Validation and Selection rules is that Selection rules can be used for specific products whereas Validation Rules can be used for fields on specific objects.
|Common Product Rule Types||Description|
|Dependency||Product A is required with Product B|
|Complex Dependency||Product A is required with multiple products|
|Exclusion||Product A cannot be sold with Product B|
|Quantity-Based Constraints||Quantity of Product A cannot be higher/lower than quantity of Product B|
|Prior Purchase Constraints||Cannot purchase Product A without having previously purchased Product B|
|Product Rule Name||Name of the Product Rule. It is best to enter a meaningful name here to make it easier to distinguish between any other rules you may have.|
Choose how to apply the Error Conditions:
Choose where the rule will be applied:
|Evaluation Event||Choose an Evaluation Event:
|Type||Choose Selection for Selection, Remove, and Hiding Rules.|
|Active||Activate Rule before testing|
|Message||An Error Message is required for 'Validation' type rules. This message will inform the user of any errors in their current configuration.|
|Evaluation Order||This field is used to determine the order in which the product rules fire.|
Used to apply logic to the created conditions.
|Index||Assign a unique number to this Condition to reference it in the Advanced Condition field.|
|Rule||Name of the product rule the error condition is related to. This is a lookup field and is pre-populated to the current rule by default.|
If you are evaluating a field on an object, select that object here. You can choose from Quote, Quote Line, Quote Line Group, Product Option, Configuration Attribute, or Upgraded Asset.
Note: Quote Line Group is available as a Tested Object value of Salesforce CPQ Winter 27. Review
|Tested Field||Select the field being evaluated if applicable. This is a dependent picklist and will be populated with available fields related to the Tested object.|
|Tested Variable||If evaluating a summary variable and not a field, enter or lookup the summary variable in this field.|
|Operator||Choose operator for condition. You may need to add picklist values to the menu for the following: not equals, less than, less or equals, greater than, greater or equals, starts with, ends with, and contains.|
|Filter Value||Enter value you are comparing against. If you want to enter a date field, use the format YYYY-MM-DD 00:00:00.|
|Filter Variable||Enter or lookup to the summary variable you are comparing against.|
Admins can configure Product Rules to automatically disable/enable or select/deselect product options based on other option selections and configuration attributes. This means the sales user will receive immediate feedback about valid and invalid options instead of receiving it only when they save the configuration.
This feature is useful for setting up a guided configuration: You can create configuration attributes in the form of questions; based on the response from the user, the system can automatically create the appropriate configuration, perhaps by auto-selecting multiple options in one step.
To create a Product Rule that will function in real-time:
For instance, admins could create a Product Rule that adds a Product to a bundle based on where the quoted equipment is being shipped.