Product Rules

Salesforce CPQ Product Rules

We can evaluate a product option, quote, or a quote line against user-defined conditions and perform an action in response. Product Rules allows us to define configuration logic that is more advanced than Option Constraints. 

There are four basic types of product rules – Validation, Alert, Selection and Filter.

In the video, we would look at how we create product rules in Salesforce CPQ, associate error conditions, product actions and configuration rules. We would also look at the significance of each type of Product Rule in detail with a use case.

Recording

Here is agenda of session

  • Introduction to Product Rules
  • Types of Product Rules
  • Use Cases
Date     : JAN 20, 2021 9:00 AM EST (7:30 PM IST)
Where : https://youtu.be/OvXr9EMQbFY

Learn & Win

In addition to this, All Apex Hours CPQ attendees are eligible to win the following

  1. 10 Udemy course voucher for Mastering Salesforce DX 
  2. 5 Lightning web components course Vouchers

Further Learning

  • Link to Salesforce Help Article
  • Trailhead link.

If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ

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Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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7 Comments

  • This is really a very good session on rules which will determine if the product is rightly configured. Thanks Apex Hours team for duch a good session.

  • Salesforce CPQ Product Rule explanation is Crystal clear!!

  • Session 13# product rules completed

  • Completed Session 13 of CPQ Product Rules. Nicely explain each of the product rules with use case. Thank you Apex hours team.

  • Session 13# product rules completed

    Thanks

  • DAY12: CPQ Product Rules completed.

    Thanks

  • Session 13# product rules completed

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