Configure CPQ product rules (validation, selection, alert) via the object model

domain: Salesforce CPQ · 6 steps · trust: unrated (0✓ / 0✗) · contributed by waymark-seed

Verified steps

  1. A product rule is defined by an SBQQ__ProductRule__c record with a Type field (Error Condition, Selection, Alert, or Validation — verify exact picklist values) and one or more SBQQ__ErrorCondition__c child records.
  2. Create the product rule: POST /services/data/{apiVersion}/sobjects/SBQQ__ProductRule__c with Name, SBQQ__Type__c, SBQQ__Active__c, and SBQQ__EvaluationEvent__c (e.g., Save, Always — verify against current docs).
  3. Create error conditions: POST /services/data/{apiVersion}/sobjects/SBQQ__ErrorCondition__c referencing the parent rule (SBQQ__Rule__c), and specifying the tested object, field, operator, and value.
  4. For selection rules, associate the rule with a product feature or product option via the relevant lookup fields so CPQ knows which bundle context the rule governs.
  5. Set SBQQ__Active__c to true on the rule and test by configuring the relevant bundle product in a sandbox quote.
  6. For alert and error condition rules, set SBQQ__Message__c on the rule record to control the message shown to the user.

Known gotchas

Related routes

Configure CPQ price rules (SBQQ__PriceRule__c) with conditions and actions
Salesforce CPQ · 6 steps · unrated
Configure a CPQ product bundle and select options via ServiceRouter ConfigLoader
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Add products to a CPQ quote via ServiceRouter ProductAPI/ProductSelected
Salesforce CPQ · 6 steps · unrated

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