# Product Configurator setup and Business Rules Engine rules

*Revenue Management Consultant Study Guide · Configure, Price, Quote · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/configure-price-quote/product-configurator-setup-and-business-rules-engine-rules*

How to switch on Product Configurator, which permission set each configurator persona needs, how to set up Business Rules Engine for configuration rules, and how rule scope, actions, sequence, conditions and validation decide what a rep sees at run time.

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

**Official exam objective:**

> Use the Product Configurator tool to customize the components and attributes of a product and validate the configuration.

## What the exam expects

- Sequence Product Configurator enablement: the Revenue Settings toggle first, then the permission sets.
- Match each configurator persona to its prebuilt permission set (run-time user, Business Rules Engine rule designer, Constraint Rules Engine designer).
- List the Business Rules Engine setup steps: rule library, Revenue Settings toggle and transaction processing type.
- Pick a rule scope and action for a requirement, and set rule sequence and conditions so rules run as intended.
- Keep rules valid after catalog changes, and explain why a quote runs no rules engine.

Key terms: **configuration rule** (Business Rules Engine rule with scope, conditions and actions); **rule scope** (Product, Bundle or Transaction reach); **rule library** (Business Rules Engine store for rules, usage type Configurator); **transaction processing type** (record whose RuleEngine value picks the engine for a quote or order).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Enable the configurator | Revenue Settings, Configure Products at Runtime, then assign permission sets | [Enable Product Configurator](https://help.salesforce.com/s/articleView?id=ind.product_configurator_enable_product_configurator.htm&language=en_US&type=5) |
| Permission set license | All three configurator permission sets come with Product Configuration User | [Permission Sets](https://help.salesforce.com/s/articleView?id=ind.product_configurator_product_configurator_permissions.htm&language=en_US&type=5) |
| Rule library | Usage type Configurator; developer name of the extended SalesTransactionContext of the default pricing procedure | [Set Up Business Rules Engine](https://help.salesforce.com/s/articleView?id=ind.product_configurator_set_up_business_rules_engine.htm&language=en_US&type=5) |
| Engine values | StandardConfigurator = Business Rules Engine; AdvancedConfigurator = Constraint Rules Engine | [Transaction Processing Types](https://help.salesforce.com/s/articleView?id=ind.product_configurator_specify_which_rule_engine_to_use.htm&language=en_US&type=5) |
| Blank Transaction Type, Business Rules Engine only | No rules engine is used | [Transaction Processing Types](https://help.salesforce.com/s/articleView?id=ind.product_configurator_specify_which_rule_engine_to_use.htm&language=en_US&type=5) |
| Rule order | Lower rule sequence numbers run first | [Manage Configuration Rules](https://help.salesforce.com/s/articleView?id=ind.product_configurator_create_a_configuration_rule.htm&language=en_US&type=5) |
| Rule size | Up to three conditions, nine sub-conditions and three actions; AND only | [Manage Configuration Rules](https://help.salesforce.com/s/articleView?id=ind.product_configurator_create_a_configuration_rule.htm&language=en_US&type=5) |
| Bundle-only actions | Hide Product, Disable Product, Set Default Product, Set Default Attribute Value | [Configuration Rules](https://help.salesforce.com/s/articleView?id=ind.product_configurator_configuration_rule_details.htm&language=en_US&type=5) |
| Rule out of sync with catalog | Configurator fails; deactivate, update, reactivate | [Manage Configuration Rules](https://help.salesforce.com/s/articleView?id=ind.product_configurator_create_a_configuration_rule.htm&language=en_US&type=5) |
| Validate button | Shows catalog-change errors in the Rule Validation Error window | [Validate Configuration Rules](https://help.salesforce.com/s/articleView?id=ind.product_configurator_validate_a_configuration_rule.htm&language=en_US&type=5) |

## Check yourself

- Which permission set licence comes with all three prebuilt configurator permission sets?
- When should you create a new rule library or rule library version?
- Which four actions are not available at Product scope but are at Bundle and Transaction scope?
- Why might a rule that adds a product to a bundle fail at run time?

## Sources

- [Configure Your Products in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.product_configurator_introduction.htm&language=en_US&type=5)
- [Enable Product Configurator](https://help.salesforce.com/s/articleView?id=ind.product_configurator_enable_product_configurator.htm&language=en_US&type=5)
- [Product Configurator Permission Sets](https://help.salesforce.com/s/articleView?id=ind.product_configurator_product_configurator_permissions.htm&language=en_US&type=5)
- [Set Up Business Rules Engine for Product Configurator](https://help.salesforce.com/s/articleView?id=ind.product_configurator_set_up_business_rules_engine.htm&language=en_US&type=5)
- [Define Rules Engine with Transaction Processing Types](https://help.salesforce.com/s/articleView?id=ind.product_configurator_specify_which_rule_engine_to_use.htm&language=en_US&type=5)
- [Configuration Rules in Business Rules Engine](https://help.salesforce.com/s/articleView?id=ind.product_configurator_configuration_rule_details.htm&language=en_US&type=5)
- [Manage Configuration Rules with Business Rules Engine](https://help.salesforce.com/s/articleView?id=ind.product_configurator_create_a_configuration_rule.htm&language=en_US&type=5)
- [Validate Configuration Rules in Business Rules Engine](https://help.salesforce.com/s/articleView?id=ind.product_configurator_validate_a_configuration_rule.htm&language=en_US&type=5)
- [Configure Bundled Products](https://help.salesforce.com/s/articleView?id=ind.product_configurator_configure_bundled_products.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams