Qualification Rules in Salesforce Revenue Cloud – Complete Step-by-Step Setup & Demo

Описание: Blog Post and Training Sign Up : https://thecloudupdate.co/implementin...

Take control of your product catalog by preventing reps from quoting products that don’t belong in the deal. In this tutorial I walk through every step required to implement Qualification (and Disqualification) Rules in Salesforce Revenue Cloud, so the right products appear—and the wrong ones disappear—based on regions, customer attributes, or any field you choose.

What you’ll learn

Why Qualification Rules matter for compliance and user experience
Creating custom Region fields on Quote and Product Disqualification
Extending the Product Discovery Context Definition to include Quote data
Building a Product Disqualification Decision Table
Writing and activating a Qualification Procedure from scratch
Adding the Salesforce-provided Apex class for extra context
Cloning & modifying the Browse Products flow to pass Quote values
Live test: watch products auto-filter when the Quote’s Region changes

Chapters
00:00 Intro – What are Qualification Rules?
01:52 Create custom Region fields
03:26 Extend Product Discovery Context
05:51 Add Product Disqualification records
07:56 Build the Decision Table
09:19 Create & activate the Qualification Procedure
12:00 Add Apex class for extra context
13:08 Customize Browse Products flow
15:28 End-to-end test & results
16:30 Next steps & training info

Resources
Salesforce documentation on Product Catalog Qualification Rules:
https://help.salesforce.com/s/article...

Blog post & code snippets: https://thecloudupdate.co