Activity Forums Salesforce® Discussions Difference between Alert Rule and Error Rule in Salesforce CPQ?

  • Prachi

    August 22, 2019 at 2:12 am


    Alert Rules-
    Alert rules provide informational messages during configuration or pricing. Unlike a validation rule, alert rules let you continue and save configurations and quotes without changing anything.

    Use alert rules to provide suggestions for optimal but nonrequired configuration and pricing processes such as best practices.

    Set your product rule’s type to Alert so that alert rules are set up the same as validation rules. When an alert rule fires and finds a configuration value or quote value that matches its error condition, users see an error message. They can revise their configuration or quote or continue without correcting the errors.

    Product Rule-

    You can evaluate a product option, quote, or a quote line against user-made conditions and perform an action in response. Organize your conditions and actions in a product rule object.

    All product rules contain related lists for Error Conditions, Actions, and Configuration Rules.

    An Error Condition contains two sections: Information and Filter Information. Information defines an object, a field on an object, or a variable to test. Filter Information defines a logical operator and a value to test against. When Salesforce CPQ processes a product rule, it tests all the rule’s error conditions and evaluates whether they’re true or false. It then considers the rule’s Conditions Met field when evaluating whether to fire an action. You can set Conditions Met so that the rule fires when:

    -All error conditions are true
    -Any number of error conditions are true
    -The error conditions evaluate to user-determined custom logic.

    All rule types require at least one Error Condition.
    Your use of Actions and Configuration Rules depends on the type of product rule you’re using.


  • Parantap

    August 22, 2019 at 3:59 pm

    Thanks, Prachi!

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