In this post, we’ll explore the configuration rules available within Salesforce Revenue Lifecycle Management (RLM) and how they can be utilized to automate and optimize your product configurations. We’ll guide you through the process of creating these rules and demonstrate their functionality within the Transaction Line Editor.
What Are Configuration Rules in RLM?
Configuration rules in RLM are logic-based rules that allow you to automate actions and enforce consistency in your product configurations. These rules can target either bundles or individual products within the Transaction Line Editor. Depending on your business requirements, you can set rules to:
- Auto Add or Auto Remove Products
- Validate Product Selections
- Set Attribute Values
- Set Product Quantities
- Require or Exclude Products
Each of these actions can be triggered based on specific conditions, making them a powerful tool for managing complex product configurations.
Exploring Configuration Actions
Let’s break down some of the key configuration actions you can set up in RLM:
1. Auto Add and Auto Remove Products
This action automatically adds or removes products based on other selections in your bundle. For instance, if a customer selects a specific feature, you can automatically add the necessary components and remove incompatible ones. Additionally, you can lock auto-added products to prevent users from removing them.
Example: In our demo, selecting “Full Self-Driving” on a vehicle configuration automatically removed the 18-inch wheels and added 19-inch wheels, locking them in place.
2. Require and Exclude Products
These rules enforce mandatory selections or prevent certain combinations of products. When a product is required, the user must add it to proceed. When a product is excluded, the user cannot include it with another specified product.
Example: Selecting a “Wall Connector” requires the addition of a “Roof Rack.” If not selected, the user receives an error message, preventing them from saving the configuration.
3. Set Quantity Rules
This action automatically adjusts the quantity of products based on certain conditions. For example, adding a product might trigger an increase in quantity for a related product.
Example: Adding a “Roof Rack” might automatically set the quantity of “Wall Connectors” to three, ensuring the customer receives the correct quantity.
Building Configuration Rules in RLM
Now, let’s walk through the process of building a configuration rule. We’ll create a rule that automatically adjusts wheel options based on the selection of a specific feature.
Steps to Create a Configuration Rule:
- Navigate to Product Configuration Rules: From the Product Catalog Management homepage, go to “Product Configuration Rules.”
- Create a New Rule: Click “New” to start building your rule. Give it a meaningful name, such as “Auto Add/Remove Wheels for Model X.”
- Set Rule Scope: Choose whether the rule should apply within a specific bundle or across all products.
- Define Conditions: Set the trigger conditions for your rule. For example, if “Full Self-Driving” is selected, you want to modify the wheel options.
- Add Actions: Specify the actions, such as “Auto Add 22-inch Wheels” and “Auto Remove 20-inch Wheels.” You can also lock the selections and add informational messages.
- Save and Activate the Rule: Once you’ve set up all conditions and actions, save your rule and activate it.
Testing the Configuration Rule
After creating your configuration rule, it’s essential to test it in the Transaction Line Editor to ensure it works as expected. Here’s how you can test the rule we just created:
- Add the Model X to a Quote: Start by adding the product bundle to your quote.
- Open the Configurator: Click “Configure” to open the product configurator.
- Test the Rule: Select the 20-inch wheels first, then choose “Full Self-Driving.” The configurator should automatically remove the 20-inch wheels and add the 22-inch wheels, as per the rule.
Conclusion
Salesforce Revenue Lifecycle Management’s configuration rules offer a versatile way to automate and control product configurations, ensuring consistency and efficiency. Whether you’re looking to simplify complex configurations or enforce product compatibility, these rules can significantly enhance your Salesforce implementation.
For more detailed examples and to see the rule-building process in action, check out our YouTube video. Stay tuned for more Salesforce tips and tutorials!