I have created a custom field on the Disqualification rule object mapped this field with quote field but when executing the disqualification rule the null value get,I have attached the screenshot can anyone know why this occured and how can i solved this issue.
3 answers
To pass through values from Quote or Order into a (Dis)Qualification Rule you need a few extra bits
- create a custom note in the ProductDiscoveryContext, for Quote
- a new attribute, context tag and mapping for the field
- some apex.
The page here explains the apex part (pretty poorly, with no test class)
https://help.salesforce.com/s/articleView?id=ind.product_catalog_example_create_custom_flow_for_browsing_and_adding_products.htm&type=5This needs to be before your Product List screen element in a custom version of the Discover Products flow
It's explained well by JMT here in his video and blog
https://www.youtube.com/watch?v=6qZYAp6agdQ
https://thecloudupdate.co/implementing-qualification-disqualification-rules-in-salesforce-revenue-cloud/
