Product Rules

There are scenarios when a produc needs to be hidden (disabled) from Product Selection/Configuration. Let's take a look at some examples.

Automatically add products if customers don't have active subscriptions in a Product Family (e.g., Software) using a summary variable and product rule.

Learn how to handle End-of-Life products in Salesforce CPQ. Decide if a new product replaces it or if it's only available for amendments and renewals.

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.

Ensure sales reps adhere to minimum product quantities in Salesforce CPQ. Learn how to enforce these requirements effectively.

Discover the differences and similarities between Product Rules and Price Rules in Salesforce CPQ. Learn which functionality suits your needs.

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

Ensure controlled quote creation with Salesforce CPQ Validation Rules. Learn with us how to set up effective validation rules.

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