Understanding Configuration Rules in Revenue Cloud
Configuration Rules in Salesforce Revenue Cloud are logic-based rules that automate actions and enforce consistency in product configurations. These rules ensure that all attributes of selected products are valid and compatible with any other products in the offering. Configuration Rules streamline the product configuration experience, reduce errors, and ensure accurate quotes and orders.
Prerequisites for Configuration Rules
Before setting up Configuration Rules in Revenue Cloud, ensure you have the following prerequisites in place:
1. Revenue Cloud Base Setup
- Ensure Salesforce Revenue Cloud is properly set up in your org
- This combines CPQ (Configure, Price, Quote), Billing, and other capabilities into a single platform
2. Permission Set Licenses
- Assign appropriate permission set licenses to users who will work with Configuration Rules
- Required license: Business Rules Engine Designer/Runtime (for building and running business rules)
3. Revenue Settings Configuration
- In Setup, search for and configure Revenue Settings
- This houses global toggles and configurations for CPQ, Billing, and other components
4. Product Catalog Management
- Create a product catalog with all your product information
- This is essential as Configuration Rules are applied to products and bundles
5. Product Configuration Templates
- Set up Product Configurator templates for customizing how products and attributes are shown
- Assign templates to products or product classifications during catalog design
Setting Up Configuration Rules
Follow these steps to set up Configuration Rules:
-
Access Configuration Rules
- Launch Product Configuration Rules from the Product Catalog Management home page
- This is where you'll define your rules for product configuration
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Define Rule Components
- Rule Scope: Define the limits within which the rule executes (product, bundle, or transaction)
- Condition: Specify the criteria for the rule to be executed
- Action: Define the action to take when conditions are met
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Create Product Rules
- The product rule contains the actual logic
- It determines if conditions are met and what action should occur upon a specific event
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Activate the Rule
- The final step is to activate the rule so it's executed during product selection
- Inactive rules will not be applied during configuration
Configuration Rule Actions
Configuration Rules support various actions to ensure products have valid attributes and are compatible with other products:
- Validate: Ensures products and attributes are correctly configured, providing error messages
- Exclude: Excludes incompatible products or attributes from the configuration
- Require: Includes necessary products or attributes in the configuration
- Auto-Add: Automatically adds products to the bundle based on predefined rules
- Auto-Remove: Automatically removes products from the bundle based on predefined rules
- Set Attribute: Sets specific attributes to appropriate values based on configuration type
- Set Quantity: Sets the quantity of a product to a predefined value
Configuration Rule Invocation
The Configuration API acts as a process orchestrator governing various processes during a configuration session:
- Product qualification
- Product cardinality validation
- Configuration rules execution
- Pricing invocation
The Product Configurator is built with a high-performance, scalable rules engine, pricing engine, and catalog management to support complex configurations in large volumes.
Integration Capabilities
Revenue Cloud's extensible design allows for:
- Integration with third-party configurators
- Creation of custom configuration flows using headless configurator APIs
- Support for 3P Integration where customers can choose a custom configurator UI
Conclusion
Configuration Rules in Revenue Cloud are powerful tools for managing complex product configurations. They ensure consistency, reduce errors, and provide an intuitive configuration experience for both sales representatives and customers. By properly setting up these rules with attention to prerequisites and components, you can significantly enhance your Salesforce implementation and streamline your quoting and ordering processes.