Set Up Product Qualification Rules (https://trailhead.salesforce.com/fr/content/learn/modules/product-qualification-and-disqualification-with-agentforce-revenue-management/set-up-product-qualification-rules)
Following the trail steps to set up the Qualification Procedure, I need to reference a custom field (BillingState__c) on the Account node inside my "Evaluate Qualification" element's Billing_State input parameter.
- I created a custom Context Definition (ProductQualificationContext) extending the standard ProductDiscoveryContext.
- On the Map Data tab → Account node's Object Mapping, I mapped BillingState__c → BillingState, and clicked Save and Publish.
- However, on the Structure tab, BillingState__c still shows with no anchor icon, unlike the other 4 native attributes (id, AccountId, ContactId, CurrencyIsoCode) which are all anchored.
- As a result, BillingState__c never appears as a selectable resource in the Qualification Procedure builder's Resource Manager, so I can't complete the Billing_State input parameter on the Evaluate Qualification element.
I also confirmed:
- The Billing State Qualification Lookup Table itself is Active, refreshed, and has valid data (3 rows with Billing_State__c, IsQualified, ProductId).
- The Qualification Procedure's Context Definition field only accepts ProductDiscoveryContext (per the lab note), not my custom extension directly.
Question:
Is there an additional step needed to "anchor" a custom-mapped field on an inherited standard context node, or is this a known limitation when extending standard Context Definitions?
Any guidance appreciated — happy to share screenshots of each step if useful.