Salesforce CPQ Product Rules and Features

Salesforce CPQ Product Rules and Features

 

In our previous blog series on Salesforce CPQ, we covered the CPQ applications in various industry verticals. This blog talks about the Salesforce CPQ Product Rules and Features.

 

Within CPQ, 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.

 

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 met) 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.

Salesforce CPQ Product Rule Types

As shown in image above, there are 4 types in Product Rules:

 

• Validation Rules check the quote line items and verify that there are no invalid products. Set the Scope of your product rule to “Quote” when building a quote product rule.

 

• Configuration Rules check the product and its components to prevent invalid product options from being selected on a product bundle. Set the Scope of your product rule to “Product” to build a product configuration rule. Make sure you select the product bundle in the Configuration Rules related list.

 

• Filter Rules are used with dynamic product bundles to allow you to pre-filter the products that are available for your sales reps to add dynamically to a bundle.

 

• Alert Rules can be used as guidance or informational messages to your sales reps during configuration or pricing. Unlike a validation rule, they allow reps to continue on and save their configurations and quotes without performing a corrective action.

 

PRODUCT FIELD VALUES:

Salesforce CPQ Product Rule

Fields

Description

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.

Conditions Met

Choose how to apply the Error Conditions:

 

• All: All conditions must evaluate to “True” for the rule to fire.

 

• Any: Only one condition must evaluate to “True” for the rule to fire.

 

• Custom: Use with Advanced Conditions field to determine how conditions are evaluated.  For example, this enables a rule with 3 conditions to be handled in the following fashion: 1 AND (2 OR 3).

 

Scope

Choose where the rule will be applied:

 

• Product: Rule will be used within a product bundle.

 

• Quote: Rule will fire in the Quote Line Editor.

Evaluation Event

Choose an Evaluation Event:

 

1. Load: The rule will be evaluated when the configuration page loads.

 

2. Edit: The rule will be evaluated when and a user selects or deselects an option on the configuration page. This event also provides real-time processing if the selected or deselected option, or configuration attributes, is flagged as ‘Apply Immediately’.

 

3. Save: The rule will be evaluated when the user clicks Save on the configuration page.

 

4. Always: The rule is evaluated on page load, after changes are made, and upon save. Use this option when creating Real-Time Product Rules.

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.

Advanced Condition

Used to apply logic to the created conditions.

 

FEATURES

 

Product Feature automates your Quote Line Editor with respect to those criteria’s which you don’t  want your CPQ users should perform. In such criterion you can set the Validation Rule, Selection criteria, an Alert message ,or a Filter.

 

Error Conditions – Product Features in Salesforce CPQ helps you set up the error conditions which your Admin Anticipate as per the business logics, and to those error conditions, if met, than suitable Actions could be performed on it.

 

Feature in Salesforce CPQ allows users to limit the selection of Options on the Option Selection page of Edit Lines.

 

Features are created on the Product records and are applicable to the Option Level.

 

A Feature can be associated to more than one Option in the Option record through the Look up field in the Option record.

 

The Number of Options that all are associated to a feature must follow the minimum and maximum number of option selection that can be done on the product bundle.

 

System throws the out of the box validation error message when the Minimum and maximum number of option selection is incorrect. Below explains the min and max option field functionality.

 

Field

Description

Feature Name

Provide a meaningful name for the feature to be listed in the bundle.

Number

A sequential number that determines how the features are sorted in the related list on the product.

Configured SKU

The product bundle that includes this feature. If you created the feature from the product detail page, this should already be populated.

Min Options

Minimum number of options for this feature that must be part of the product bundle.

Max Options

Maximum number of options for this feature that can be selected as part of the product bundle.

Discount Schedule

Discount schedule to be applied to the product selected by all options in this feature. This overrides the discount schedule selected on the product.

Salesforce CPQ Hardware Component

Category

Assign a feature to a category in order to group multiple features together.  When feature categories are in use, features will be grouped in tabs within the configurator.  By default, Hardware and Software features will appear in the picklist. If you assign some features to a category, but not all, the remaining features will appear in a tab labeled “Other”.

 

Configuration Field Set

Choose the field set that should be displayed within this feature.

Option Selection Method

Choose the way users should be able to add products/options to the feature.

 

• Click: Checkboxes will appear next to each option.

 

• Add: Options will not appear in the feature until the user clicks the Add Options button and makes selections from available options on the Option Lookup.

 

• Dynamic: Use for a combination of pre-defined options as well as allowing users to add additional options.  See Dynamic Bundles for more information.

 

Dynamic Option Filter Field Set

Choose the field set that should appear in the filter on the Option Lookup page when a user clicks Add Options.  See Dynamic Bundles for more information.

Dynamic Option Lookup Filter Field Set

Choose the field set that should be used to display results on the Option Lookup page when a user clicks Add Options.  See Dynamic Bundles for more information.

 

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