Product Rules

There are different scenarios when a product or a group of products needs to be hidden (disabled) from Product Selection/Configuration. Let's take a look at some examples.

So you need to automatically add a product if a customer hasn't got any active subscriptions belonging to a specific Product Family (e.g., Software). You can achieve this with the help of a summary variable and a product rule.

When a product reaches End-of-Life, there are multiple scenarios to consider. Will a completely new Product replace the EOL Product? Or should the Product be available to customers who already purchased it (on amendments and renewals) while unavailable for new sales?  

Find out how to pre-select an option, or make it required, or even hide it completely from view depending on different conditions. All this is possible with the help of Selection Product Rules.

Have you ever wondered how to make sure that the sales reps are selling a product respecting the minimum quantity required? Find out with us how to enable this.

Have you ever wondered which functionality to use in Salesforce CPQ? Product Rules or Price Rules? Let's take a deep dive together and discover their similarities and differences.

Discover in this blog post the main differences between Option Constraints and Product Rules to keep in mind when deciding which functionality to use.

Do you want to ensure that your users create parts of their quote in a manner that you can control? Find out in our article how to set up Salesforce CPQ Validation Rules...

Learn about Salesforce CPQ Product Rules - the business logic applied to bundles which controls what sales representative...