Price Book Rules
Introduction
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The Price Book Rules are a core feature of the FX CPQ module and require a license to FX CPQ.
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The Price Book Rules build quotes and tickets automatically by enforcing rules based on contracts agreed with customers.
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Price Book Rules disallow, require, or recommend items based on a criteria formula.
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Price Book Rules maximize revenue, ensure contract compliance, and reduce the administrative burden on field personnel.
Prerequisites
To use Price Book Rules, you need to:
| Have these user licenses | Have these permissions | Complete these tasks and review these topics before continuing |
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Step-by-Step Guides
This section covers these general tasks that you can do with Price Book Rules.
Specific examples and use cases for rule types are covered in Price Book Rule Types with Setup instructions and examples.
Access the Price Book Rules Tool
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Price Book Rules are maintained in the Admin Portal.
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Access to the Admin Portal is available to anyone with the ability to edit or update your org’s Static Resource files. This access can only be granted through Permission Sets to users with a Salesforce license. |
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Go to https://admin.fieldfx.com.
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Click Price Book Rules.
Create Price Book Rules
Use these steps to create new Price Book Rules from scratch.
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Select the Price Book to add a rule to, or click Templates from the top of the screen to add a new Template rule.
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Complete the entries in the "New Rule Name" details section:
The "New Rule Name" label changes to reflect the Rule Name
Field Action / Information Rule Name
Label for the rule to appear in rule lists
Applies To
Object the rule applies to, either Ticket or Quote
Item
(optional)Price Book Item to which the rule applies
If an item is selected, the rule applies whenever the item is added to the Ticket or Quote
Criteria
SOQL statement to determine whether the rule should apply
Description
Statement of what the rule does
Active | Inactive
Toggle to set the rule to run or not
The blue half of the toggle is selected.
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In the bottom half of the screen, add actions to perform when the rule is
True:-
Click + Add Action.
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Specify the Price Book Item to take action on.
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Select the Type of action:
Status Description Required
if the Price Book Item must be added due to this rule
Recommended
if the Price Book Item may or may not be added, but should be recommended to the user
Disallowed
if the Price Book Item is not allowed due to this rule
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Select the checkbox for Active to take the action when the Rule is
True.The Active flag can be modified later as needed for each individual Action.
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Click Create.
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Repeat these steps for each additional action to take when the rule is
True. -
Click Save.
Edit Price Book Rules
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Select the Price Book to add a rule to, or click Templates from the top of the screen to add a new Template rule.
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Select the Rule to modify from the left panel.
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Modify details and actions as needed.
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Click Save.
Import Price Book Rules from Another Price Book
You can import price book rules from one price book to another.
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Select the Price Book to which you want to add rules.
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Click the Import button at the bottom of the left panel.
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Select the Price Book(s) from which to import rules.
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Deselect any rules that should not be imported.
All rules are selected for import initially and highlighted in green.
Click each rule to not import to remove the green highlighting.
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Click Import.
Create a Template Rule from Scratch
When you create a template rule from scratch, you can have the template rules exist in a dummy Template Price Book. You can add or modify Template Rules by accessing the Templates icon at the top of the Price Book Rules screen. Adding or modifying Template Rules works the same as working with regular price book rules.
Copy a Template Rule to the Template from an Existing Price Book Rule
When you create a template rule from scratch, you can have the template rules exist in a dummy Template Price Book. You can add or modify Template Rules by accessing the Templates icon at the top of the Price Book Rules screen. Adding or modifying Template Rules works the same as working with regular price book rules.
Import All Price Book Template Rules to another Price Book
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Click the Templates icon at the top of the Price Book Rules screen.
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Click Price Books Imported to Template.
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Select the Price Book to which to copy the Template rules.
The rules copy and the Price Book Rules screen displays the selected price book.
Copy One or More Template Rules to One or More Price Books
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Click the Templates icon at the top of the Price Book Rules screen.
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Click the Copy Rules to Price Books button.
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Select the Template Rule(s) on the left of the screen to copy.
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Select the Price Book(s) to which to copy the Template Rules on the right side of the screen.
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Click Copy.
Figure 1. Select one or more template rules to copy and one or more price books to copy them to
Mark Rules Active or Inactive
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Select the Price Book whose rules need to be activated or deactivated.
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Select the Rule to modify.
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Click the Active | Inactive toggle to change the rule’s status.
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Click Save.
Mark Rule Actions Active or Inactive
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Select the Price Book whose rules need to be activated or deactivated.
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Select the Rule to modify.
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Click the Active checkbox in the unlabeled Action table to change an Action’s status.
You can modify multiple actions at the same time.
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Click Save.
Delete a Rule
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Select the Price Book whose rules need to be deleted.
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Hover over the Rule Name in the left panel to see a white trash can icon appear.
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Click the Rule’s trash can icon to delete the rule.
The trash can turns red when the cursor hovers over it.
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Confirm the deletion by clicking Delete.
You can’t undo the deletion.
Delete a Rule Action
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Select the Price Book whose rules need to be activated or deactivated.
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Select the Rule to modify.
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Hover over the action to delete and a trash can icon appears to the right of the action.
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Click the Trash Can icon.
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Confirm the deletion by clicking Delete.
You can’t undo the deletion.
Working with Rule Types
See Types of Price Book Rules with Setup instructions and examples on how to add rules and examples of each rule type. Sample use cases are also detailed.
Recommended Reading
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Admin Portal - Read about accessing the Admin Portal.
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Rule Engine - Read about the FieldFX Rule Engine.
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Rule Engine Setup - Read about how to set up the FieldFX Rule Engine.