Explain Salesforce CPQ Product Rules and Features.

Hi Anjali,

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.

There are 4 types in Product Rules:

•  Validation Rules
•  Configuration Rules
• Filter Rules.
•  Alert Rules

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.

Hi Anjali,

CPQ product rules help ensure sales reps are putting together the right products and bundles every single time. You don’t have to worry about checking whether products and options are compatible with one another, or whether a specific SKU is appropriate for your customer’s business size and use case. We do that busy work so you can move quickly to deliver on the high expectations your customers hold for their buying experience.

Validation Rules: Check quote line items and verify that there are no invalid products.

Configuration Rules: Check the product and its components to prevent invalid product combinations from being selected on a product bundle.

Filter Rules: Prefilter the products that are available to add to a bundle.

Alert Rules: Guide and inform through messages during configuration or pricing.

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.

Thanks.