PRODUCT RULE WITH ALERT TYPE USING SUMMARY VARIABLE IN SALESFORCE CPQ

  Product rule with Alert type using Summary Variable in Salesforce CPQ

(Here we take the scenario like Desktop Computer and Smartwatch product quantity are greater than 10 need to display the alert popup window to indicates message)

Before that we have to create the summary variable for the both Desktop computer and Smartwatch product

Login Salesforce à Select Salesforce CPQ App à Select Summary Variable à New

Give following value to the fields

1       *  Variable  Name à Total Smartwatch  & Aggregate function à Sum & Target object à Quote Line &                Aggregate Filed à Quantity

2.        *   Filter field à Product Code & Operator àEquals & Filter value à SMARTWATCH and Save 

Then Create another Summary variable for Desktop Computer

Give following value to the fields

1.         *  Variable  Name à Total Desktop & Aggregate function à Sum & Target object à Quote Line &                 Aggregate Filed à Quantity

2.           * Filter field à Product Code & Operator àEquals & Filter value à DESKTOPCOMPUTER and Save

Now We need to add the Total Desktop Summary variable to the Total Smartwatch Summary variable

Select Total smartwatch summary variable à Composite Information à Composite Operator à Add & Variable Element à add Total Desktop and Save

Let’s we need to create the Product Alert rule

Select à Product Rules à New

Give the following values to the fields

1.         *  Product Rule Name à Alert rule for smartwatch and Desktop Computer & Active à true & Type à           Alert & Condition met à All & Scope à Quote & Evaluation Event à Always & Message à You have       added the maximum smartwatch products and Save 

Add the Error Condition

1.          * Tested Variable à add Total Smartwatch & Operator à greater than & Filter Type à Value & Filter         Value à 10

Now go to the Quote and Choose any Quote and Add the Smartwatch Product and Desktop Computer on the Quote Line and enter the quantity of 6 for Smartwatch product and another 6 for the Desktop Comptuer product and Save the Quote line you may get the Alert popup message 

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