Configure, Price, Quote18% of the exam
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.
Use the Product Configurator tool to customize the components and attributes of a product and validate the configuration.
~7 min read · 11 practice questions ·
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
Enable the configurator
- Detail
- Revenue Settings, Configure Products at Runtime, then assign permission sets
Permission set license
- Detail
- All three configurator permission sets come with Product Configuration User
Rule library
- Detail
- Usage type Configurator; developer name of the extended SalesTransactionContext of the default pricing procedure
Engine values
- Detail
- StandardConfigurator = Business Rules Engine; AdvancedConfigurator = Constraint Rules Engine
Blank Transaction Type, Business Rules Engine only
- Detail
- No rules engine is used
Rule order
- Detail
- Lower rule sequence numbers run first
Rule size
- Detail
- Up to three conditions, nine sub-conditions and three actions; AND only
Bundle-only actions
- Detail
- Hide Product, Disable Product, Set Default Product, Set Default Attribute Value
Rule out of sync with catalog
- Detail
- Configurator fails; deactivate, update, reactivate
Validate button
- Detail
- Shows catalog-change errors in the Rule Validation Error window
Sources for this section (7)
- Enable Product Configuratorhelp.salesforce.com (opens in a new tab)
- Permission Setshelp.salesforce.com (opens in a new tab)
- Set Up Business Rules Enginehelp.salesforce.com (opens in a new tab)
- Transaction Processing Typeshelp.salesforce.com (opens in a new tab)
- Manage Configuration Ruleshelp.salesforce.com (opens in a new tab)
- Configuration Ruleshelp.salesforce.com (opens in a new tab)
- Validate Configuration Ruleshelp.salesforce.com (opens in a new tab)
- 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?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Revenue Management Consultant pack
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