Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus
Constraint rules can make your life easier when configuring Apttus CPQ. They allow you to include, excludes, recommend, validate and replace products based on business logic. At the core, a constraint rule is an if/then statement. Thinking of it that way helps when configuring the rules and will put it in terms you’re used to working with. Within the constraint rule there are three parts.
Rule Detail – This is the high level summary that allows you name your rule and provide a description
Rule Condition – This is the ‘if’ part of the statement and will allow you to create logic to include, excludes, recommend, validate and replace products. You can utilize any field(s) on the product record to create business logic for you condition.
Rule Action – This is the ‘then’ part of the statement and will allow you to fulfill the ‘if’ logic with the business requirements.
We are going to use a bundle product to illustrate how all this works. In this example, we’re selling bundles of TV and Internet products that require an installation fee for every new bundle sold. Rather than relying on the sales rep to remember to include this to every bundle they sell, we can leverage constraint rules to do the remembering for the sale rep.
Within the rule detail section, name the rule something you will remember and describes what the goal of the rule is. This will help in the future when there are multiple rules and need to find a specific one quickly.
Moving on to the condition area, we’re going to use the product group “Acme Bundles” to tell the system we want any product within the product group named “Acme Bundles” to be included in the rule. Notice there are also other filters you can use such as Product Name, Code and Family. Use this area to tell the system exactly what you want included in the ‘if’ part of the statement.
The last part of the constraint rule is the action part, or the ‘then’ part. The configuration below is telling the system to auto include the installation fee product at the primary line level. This will add the installation fee into the shopping cart and ensure the sales reps are not missing the fee when selling this set of bundle products.
Constraint rules have the ability to make you look like a Rockstar as the Salesforce administrator but more importantly ensure that your sales team is not missing sales and that you’re offering your customers the right products at the right times.