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Set Up Product Disqualification Rules

Learning Objectives

After completing this unit, you’ll be able to:

  • Describe product disqualification.
  • Explain the steps to set up product disqualification.

Product Disqualification

You now know how to set up product qualification rules to ensure that only qualified products are available based on conditions defined. Similarly, use product disqualification to determine unavailable products based on certain conditions. Setting up product disqualification is very similar to product qualification, with differences including the objects and conditions in the product qualification rule.

Product Designer Manoj plans to make a few InfinitraBytes products unavailable for companies with less than 5,000 employees. Follow along as he defines a product disqualification rule.

Define Custom Field

First, define a custom field in the Product Disqualification object.

  1. In Setup, click the Object Manager tab. The list of available objects is displayed.
  2. Select Product Disqualification.
  3. Click Fields & Relationships.
  4. Click New.
  5. In the New Custom Field page, select Number as the Data Type and click Next.
  6. Enter these details and click Next.
    • Field Label: Employees
    • Length: 8
  7. For Field-Level Security for Profile, select Visible and click Next.
  8. Save your changes.

The custom field to capture the number of employees in the customer's organization is now ready. The Account object has a corresponding field that stores the number of employees in the company. The next step is to map these two fields in the context definition.

Map Custom Field in the Context Definition

Use the ProductDiscoveryContext definition to create a list of products to be available when customers browse the product catalog.

First, add a custom field by updating the context definition.

  1. From Setup, in the Quick Find box, find and select Context Definitions.
  2. In the Context Definitions page, click the Custom Definitions tab. Then, select the ProductQualificationContext context definition you created earlier.
  3. Click Edit.
  4. Click Next and then Next again.
  5. Under Nodes, select Account.
  6. Click Add Attributes and enter these details.
    • Name: Employees
    • Type: INPUT
    • Data Type: NUMBER
  7. Click Next.
  8. Click Account, locate the Employees__c attribute, click + Add Tags next to it.
    Adding context tags.
  9. In the Add Tag Name field, enter NoOfEmployees, and click Done.
  10. Save your changes.

Next, create a mapping of the custom field to the corresponding field in the sObject account.

  1. Go to the Map Data tab.
  2. For ProductDiscoveryMapping, click Dropdown, and select Edit SObject Mapping.
    Editing sObject mapping.
  3. In the Edit Mapping window, click Map. If you are prompted to switch to the new UI for context mapping, click Proceed.
  4. Click Switch View, and then click Legacy Interface.
  5. Click Switch.
  6. Expand the Unmapped node under both the Account objects.
  7. Select the Employees⸺c attribute on the context definition column and the NumberOfEmployees field on the Connect Objects column. This step maps the fields in the context definition and the sObject.
    Context definition with custom fields mapped.
  1. Click Save and Publish.
  2. Select the acknowledgement and then, click Save and Publish.

You’ve now successfully mapped the custom field in the context definition. Next, create the necessary decision tables.

Create Disqualification Rule

The disqualification rule uses the Product Disqualification object as the source object. This is where you defined the custom field. Also the conditions defined in the rule use the fields in the ProductDisQualification object.

  1. From the App Launcher, find and select Product Catalog Management.
  2. On the home page, click the Qualification Rules tile. It displays a list of available qualification decision tables.
  3. Click New and enter these details.
    • Name: Antivirus Disqualification
    • Description: Decision table for product disqualification based on number of employees
    • Application usage: Product Qualification
    • Decision Table Type: Standard
  4. Click Save and Next.
  5. In the Conditions and Results tab, enter these details.
    • Source Object: Product Disqualification
    • Source Object Field: ProductId
  6. Click + Add Condition and add these details.
    • Source Object Field: Employees__c
    • Operator: Less Than
  7. In the Results section, select Source Object Field as IsDisqualified.
    The decision table for disqualification rule.
  8. Click Save & Next.
  9. Turn on Consider Null Values for Lookup and then, click Save & Next.
  10. Click Finish.
  11. In the Antivirus Disqualification page, on the Table tab, click View Object Record Page.
  12. Click New and enter these details.
    • ProductId: Antivirus
    • Employees⸺c: 5000
  13. Save your changes.
  14. In the Antivirus Disqualification page, click Activate.

You’ve created the decision table that contains the rule for validating the product disqualification. This ensures that the product, Antivirus, does not appear for any organization that has less than 5000 employees.

Next, create a qualification rule procedure.

Create Qualification Rule Procedure

Now edit the qualification rule procedure that you created earlier to add an element for product disqualification.

  1. From the App Launcher, find and select Product Catalog Management.
  2. On the home page, click the Qualification Rules Procedures tile.
  3. Select Product Qualification Procedure.
  4. In the Qualification Procedure Versions, click Product Qualification Procedure V1. The qualification procedure opens in a new tab.
    The Qualification rule procedure window with versions displayed.
  5. In the Product Qualification Procedure expression set, click Deactivate and then confirm.
  6. Click Plus symbol below the Evaluate Qualification element to add a step element.
  7. Select the Evaluate Disqualification element.
  8. In the Lookup Table Details field, enter the name of the decision table you created earlier, Antivirus Disqualification.
  9. Enter these details.
    • ProductId: ProductId
    • Employees: NoOfEmployees__c
    • IsDisqualified: IsQualified
    • Reason: Reason
      The input values for procedure element.
  10. Save your changes.
  11. Click Element Details, and select Include in Output.
  12. Click Save and then, click Activate.

You’ve now updated the qualification rule procedure and added a new element to evaluate product disqualification. When customers browse the product catalog, both elements are evaluated in the order they are listed in the procedure.

Refresh Decision Tables

There is just one more step before you test the qualification rule.

  1. From Setup, in the Quick Find box, find and select Decision Tables.
  2. From the list of decision tables, select Product Disqualification.
  3. Click Refresh.
  4. Similarly, refresh these decision tables:
    • Product Qualification
    • Price Book Entries V2

With the decision tables refreshed, you’re ready to test the product qualification.

Test Disqualification Rule

Now, observe how the products are listed during the quoting process. When customers or sales reps add a product to a quote, the qualification rule procedure evaluates the conditions set in the product disqualification decision tables and shows the products that match the criteria.

  1. From the App Launcher, find and select Quotes.
  2. Click New Quote and then, enter the following details.
    • Quote Name: Antivirus Order
    • Account for Quote: GenePoint
  3. Save the quote.
  4. In the Antivirus Order record, click Browse Catalogs.
  5. In the Choose Price Book window, with the Standard Price Book selected for Price Book, click Save.
  6. Select Software Catalog and click Next.
  7. Click Filter icon, de-select Qualified Product and then, select Disqualified Products.
  8. Click Apply.
  9. Hover over the Information icon next to the Antivirus product. Notice the reason indicating that this product is disqualified for this account.

You’ve successfully created a product disqualification rule to control the product visibility based on an attribute of the customer. You’ve also extended the qualification procedure you created to add additional rules based on your requirement.

Wrap Up

The team at InfinitraBytes has now successfully enhanced the product search experience for customers, all thanks to Product Designer Manoj’s diligent work and of course Agentforce Revenue Management.

And congratulations to you too! You now know how to configure product qualification and disqualification to enhance the product browsing experience for your customers. For now, it’s time to complete the challenge.

To pass the challenge and earn the badge, click Check Challenge to Earn Points.

Resources

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