Constraint Rules Engine and product configuration flows
When to use Constraint Rules Engine instead of Business Rules Engine, how to set it up, which Visual Builder rule type fits a requirement, how the Visual Builder and CML Editor share one constraint model, how reps validate configurations at run time, and how product configuration flows are assigned.
Use the Product Configurator tool to customize the components and attributes of a product and validate the configuration.
~7 min read · 7 practice questions ·
What the exam expects
- Choose between Business Rules Engine and Constraint Rules Engine, and set up Constraint Rules Engine with its transaction processing type.
- Pick the Visual Builder rule type (constraint, preference, dynamic message, require, exclude, hide/disable) for a requirement.
- Explain how the Visual Builder and the CML Editor share one constraint model, and how Business Rules Engine rules move to CML.
- Turn on Product Validation so reps' configurations are validated as they change.
- Create, default and assign product configuration flows, including multilevel bundles.
Key terms: Constraint Rules Engine (configurator engine that runs constraint models); Constraint Modeling Language (CML) (language that defines constraint models); Constraint Builder (tool holding the Visual Builder and the CML Editor); preference rule (soft constraint the engine can override); product configuration flow (flow that lays out the configurator for a product or classification).
Key facts
- Detail
- Set Up Configuration Rules and Constraints with Constraints Engine
- Detail
- AdvancedConfigurator; becomes the default automatically
- Detail
- Government Cloud and EU Operating Zone orgs
- Detail
- Product Configuration Constraints Designer permission set
- Detail
- No longer execute, per the CML guide
- Detail
- Dynamic message rule
- Detail
- 6MB per model; 10 seconds maximum constraint execution
- Detail
- Validation rules run on every product selection change
- Detail
- Active flows only; one flow per product or classification
- Detail
- Use the Default flow
Sources for this section (8)
- Enable Constraint Rules Enginehelp.salesforce.com (opens in a new tab)
- Transaction Processing Typeshelp.salesforce.com (opens in a new tab)
- CML Editorhelp.salesforce.com (opens in a new tab)
- Constraint Modeling Languagedeveloper.salesforce.com (opens in a new tab)
- Constraint and Rule Typeshelp.salesforce.com (opens in a new tab)
- Product Configurator Limitshelp.salesforce.com (opens in a new tab)
- Validate Product Configurationhelp.salesforce.com (opens in a new tab)
- Define Product Configuration Flowshelp.salesforce.com (opens in a new tab)
- Why do the CML developer guide and the Help engine table seem to disagree about Business Rules Engine rules?
- What size and time limits apply to constraint models?
- When does a message persist after a Business Rules Engine rule is converted to CML?
- Why must grouping logic with mixed operators use parentheses?
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