# Product discovery, qualification rules and deep clone

*Revenue Management Consultant Study Guide · Catalog Management · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/catalog-management/product-discovery-qualification-rules-and-deep-clone*

Set up Product Discovery for reps (permission sets, index rebuilds, faceted versus product field search, Guided Product Selection), control eligibility with qualification and disqualification rules, copy products with Deep Clone, and define decimal quantities with units of measure.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Catalog Management
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Given a scenario, implement a solution using the appropriate out-of-the-box Catalog Management functionality.

## What the exam expects

- Assign the right Product Discovery permission sets and configure Product Discovery Settings (context definition, Product Qualification procedure, search options).
- Keep the runtime current: choose a full or partial index rebuild and sync pricing after catalog changes.
- Choose between faceted search on indexed data and Product Field Search for very large catalogs, and list Guided Product Selection prerequisites.
- Predict product visibility from qualification and disqualification rules, and build them with decision tables (standard or custom objects) and qualification rule procedures.
- Copy products with Deep Clone, extend ProductDeepCloneContext, and set units of measure with scale and rounding for decimal quantities.

Key terms: **Product Discovery** (the browsing experience on quotes and orders); **qualification rule** (criteria that qualify or disqualify a product or category); **qualification rule procedure** (elements that read decision tables); **index rebuild** (full or partial refresh of the search index); **Deep Clone** (an independent copy of a product and its related records).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Browse-only reps | Product Catalog Management Viewer and Product Discovery User | [Permission Sets](https://help.salesforce.com/s/articleView?id=revenue_cloud_permission_sets_table.htm&language=en_US&type=5) |
| Discovery procedure usage type | Only Product Qualification is listed in Product Discovery Settings | [Product Discovery Settings](https://help.salesforce.com/s/articleView?id=ind.qocal_set_up_product_discovery.htm&language=en_US&type=5) |
| Index capacity | Full up to 1,000,000 products; partial up to 2,000 | [Product Index](https://help.salesforce.com/s/articleView?id=ind.product_catalog_index_products.htm&language=en_US&type=5) |
| Rebuild frequency | Up to 60 per hour; at least 5 minutes recommended between full rebuilds | [Product Index](https://help.salesforce.com/s/articleView?id=ind.product_catalog_index_products.htm&language=en_US&type=5) |
| Filterable field types | Boolean, picklist, multipicklist | [Faceted Search](https://help.salesforce.com/s/articleView?id=ind.product_catalog_faceted_search.htm&language=en_US&type=5) |
| Product Field Search | Over 4 million products (also 1-4 million); no facets, attributes or guided selection | [Product Field Search](https://help.salesforce.com/s/articleView?id=ind.product_catalog_product_field_search_in_product_catalog_management.htm&language=en_US&type=5) |
| Default eligibility | No rules means qualified | [Qualification Rules](https://help.salesforce.com/s/articleView?id=sf.product_catalog_qualification_rules.htm&language=en_US&type=5) |
| Custom criteria object | Decision table built without templates; must be active | [Decision Tables](https://help.salesforce.com/s/articleView?id=ind.product_catalog_decision_tables_for_product_catalog_management.htm&language=en_US&type=5) |
| Deep clone context | ProductDeepCloneContext or an extension of it only | [Set Up Deep Cloning](https://help.salesforce.com/s/articleView?id=ind.product_catalog_set_up_product_deep_clone.htm&language=en_US&type=5) |
| Rounding methods | Up, Down, Nearest; scale and method required together | [Decimal Quantity](https://help.salesforce.com/s/articleView?id=ind.product_catalog_decimal_quantity_support_in_product_catalog_management.htm&language=en_US&type=5) |

## Check yourself

- When does Product Catalog Management start using a rebuilt index?
- How long does Help recommend waiting between full index rebuilds?
- Why can't Guided Product Selection run on Product Catalog Management alone?
- Which rounding method turns 2.54632 at scale 3 into 2.547?

## Sources

- [Manage Qualification Rules for Products in Revenue Management](https://help.salesforce.com/s/articleView?id=sf.product_catalog_qualification_rules.htm&language=en_US&type=5)
- [Decision Tables for Qualification Rules](https://help.salesforce.com/s/articleView?id=ind.product_catalog_decision_tables_for_product_catalog_management.htm&language=en_US&type=5)
- [Create a Qualification Rule Procedure](https://help.salesforce.com/s/articleView?id=ind.product_catalog_create_qual_rule_procedure_for_product.htm&language=en_US&type=5)
- [Configure Product Discovery Settings](https://help.salesforce.com/s/articleView?id=ind.qocal_set_up_product_discovery.htm&language=en_US&type=5)
- [Revenue Management Permission Sets](https://help.salesforce.com/s/articleView?id=revenue_cloud_permission_sets_table.htm&language=en_US&type=5)
- [Manage Your Product Index](https://help.salesforce.com/s/articleView?id=ind.product_catalog_index_products.htm&language=en_US&type=5)
- [Faceted Search](https://help.salesforce.com/s/articleView?id=ind.product_catalog_faceted_search.htm&language=en_US&type=5)
- [Product Field Search in Product Catalog Management](https://help.salesforce.com/s/articleView?id=ind.product_catalog_product_field_search_in_product_catalog_management.htm&language=en_US&type=5)
- [Enable Guided Product Selection](https://help.salesforce.com/s/articleView?id=ind.product_catalog_enable_guided_product_selection.htm&language=en_US&type=5)
- [Deep Clone a Product](https://help.salesforce.com/s/articleView?id=ind.product_catalog_deep_clone_a_product.htm&language=en_US&type=5)
- [Set Up Product Deep Cloning](https://help.salesforce.com/s/articleView?id=ind.product_catalog_set_up_product_deep_clone.htm&language=en_US&type=5)
- [Decimal Quantity Support in Product Catalog Management](https://help.salesforce.com/s/articleView?id=ind.product_catalog_decimal_quantity_support_in_product_catalog_management.htm&language=en_US&type=5)
- [Create Products and Product Bundles in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.product_catalog_products.htm&language=en_US&type=5)
- [Trailhead: Build a Simple Product](https://trailhead.salesforce.com/content/learn/modules/product-catalog-management-with-revenue-cloud/build-a-simple-product)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 13 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams