ProductConfigurationRule

Represents the validation, inclusion, and exclusion rules for products in the context of the selling process. The selling process can be quoting, configuration, or ordering. This object is available in API version 61.0 and later.

Supported Calls 

create(), delete(), describeLayout(), describeSObjects(), getDeleted(), getUpdated(), query(), retrieve(), search(), undelete(), update(), upsert()

Fields 

ApiName 

  • Type: string
  • Properties: Filter, Group, Nillable, Sort
  • Description:

ConfigurationRuleDefinition 

  • Type: textarea
  • Properties: Create, Nillable, Update
  • Description: The configuration rule criteria and actions.

Description 

  • Type: string
  • Properties: Create, Filter, Group, Nillable, Sort, Update
  • Description: The description of the configuration rule.

EffectiveFromDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date and time from which the configuration rules comes into effect.

EffectiveToDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date and time to which the configuration rules ceases to be in effect.

LastReferencedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date the configuration rule record was last referenced.

LastViewedDate 

  • Type: dateTime
  • Properties: Filter, Nillable, Sort
  • Description: The date the configuration rule record was last viewed.

Name 

  • Type: string
  • Properties: Create, Filter, Group, idLookup, Sort, Update
  • Description: The name of the configuration rule.

OwnerId 

  • Type: reference
  • Properties: Create, Defaulted on create, Filter, Group, Sort, Update
  • Description: The ID of the configuraion rule owner.

This field is a polymorphic relationship field.

  • Relationship Name: Owner
  • Relationship Type: Lookup
  • Refers To: Group, User

ProcessScope 

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The scope of the configuration rule.

Possible values are Bundle or Product

The default value is Product.

RuleSubType 

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: The segregation of products into subsets such that the configuration rules only apply to the products that fall under the ambit of the selected rule subtype.

Possible values are BundleProduct, BundleProductClassification, Product, or ProductClassification

The default value is Product.

RuleType 

  • Type: picklist
  • Properties: Create, Defaulted on create, Filter, Group, Restricted picklist, Sort, Update
  • Description: Indicates the industry vertical or the feature of the industry vertical that’s using the configuration rule.

Possible values are Configurator or Promotions

The default value is Configurator.

Sequence 

  • Type: int
  • Properties: Filter, Group, Nillable, Sort
  • Description: Indicates the order for executing the configuration rule. Rules with lower numbers run first when multiple rules are triggered at once.

Status 

  • Type: picklist
  • Properties: Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort
  • Description: The lifecycle status of the configuration rule.

Possible values are Active, Draft, or Inactive

The default value is Draft.