Product Dependencies can be managed effectively using Option Constraints and Product Rules in Salesforce CPQ.
In this article, I’ll go through the scenarios regarding Product Rules and how they can be leveraged to ensure that only valid combinations of product options are selected while configuring a Bundle Product.
For any selling organization, there could be a set of specific products which are dependent on the other products and have to be sold together or there could be products which cannot be sold together due to the product compatibility issues or users should be informed about specific terms while doing the configurations so that they cannot select the invalid combinations on the quote. In such cases, it becomes a tedious job for the Sales Reps to keep track of all the product dependencies and compatibilities in the system. Reps end up spending a lot of time selecting the correct products for the customers which eventually takes a toll on their productivity and the company’s revenue.
Product Rules evaluate a product option, quote, or a quote line against user-made conditions and perform a certain action in response. Based on the action that it performs there are 4 types of Product Rules.
Product Rule Types
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Alert Rules
Alert rules provide informational messages during configuration or pricing. Unlike a validation rule, alert rules let you continue and save configurations and quotes without performing a corrective action.
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Validation Rules
Validation rules confirm that a quote’s product combinations or quote line field values match predetermined user-made conditions. Users see an error message and can’t save their product configuration or quote until they perform corrective action.
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Selection Rules
Selection Rules allow you to automatically add, remove, hide, enable or disable options in a bundle.
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Filter Rules
Filter Rules allow you to pre-filter the products that are available for your sales reps to choose their own options in a bundle.
Use Case
Karlo James works as a CPQ Administrator at ABC Corp (AC), which sells Apple iPhone X Package. It is a bundle product and options included in it are divided into 3 different groups using Product Features.
Karlo got a requirement to display a message to the Sales Reps whenever they select either of the below 2 products or both.
- Apple Powerbeats3 Bluetooth Headset
- Apple AirPods Bluetooth Headset
Message Text: Apple AirPods and Apple Powerbeats3 are WIRELESS headsets.
Bundle Structure
Bundle Product: Apple iPhone X Package
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How to Setup?
- Navigate to the Product Rules Tab. Click New.
Product Rules Tab – New - Enter the below information and click Save.
- Product Rule Name = Wireless Headset – Alert
- Type = Alert
- Active = TRUE
- Scope = Product
- Evaluation Event = Always
- Evaluation Order = 10
- Message = Apple AirPods and Apple Powerbeats3 are WIRELESS headsets.
Product Rule – Creation Page
- Now we need to add the conditions for the rule that we have created so that it executes ONLY if AirPod/PowerBeats/Both products are selected. Go-to the Error Conditions related list on the Product Rule and click New Error Condition.
Error Conditions related list – New - Enter the below information and click Save.
- Target Object = Product Option
- Tested Field = Product Code (API Name of Product Code Field on the Product Option Object)
- Operator = equals
- Filter Type = Value
- Filter Value = Powerbeats3
Error Condition – for Powerbeats
- We need another Error Condition to check if AirPod Headset is selected or not. Repeat step #4 for Airpod Headset.
Error Condition – for Airpod Error Condition – for Airpod
- Go-to the Configuration Rules related list on the Product Rule and click New Configuration Rule.
Configuration Rules Related List – New
Let’s check it out
- Navigate to an existing Quote and click Edit Lines button/ create a new Quote | click Add Products
Add Products Page - Select the Apple iPhone X Package product and click Select, you will be landing on the CPQ Configure Products screen. Go-to the HeadPhones tab, select AirPod and click Save.
Select AirPod and click Save - You will be displayed with an informational message that we have given in the Product Rule. You can click Continue and proceed or click Cancel and change the configuration.
Alert Message - The message appears even if we select both the products i.e. AirPod and Powerbeats3.
Alert Message – selected both the products - You will not be able to see this message if you select any other products than the 2 mentioned in this example.