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The Value of Attribute Value Rules: Apttus CPQ Implementations

Attribute Value Rules (AVRs) can turn a complex CPQ Product setup utilizing attributes into a dynamic, easy-to-use UI for End Users.  AVRs, when implemented through a thoughtful solution design, can mitigate the proliferation of attributes and products alike.

Instead of creating multiple products and attributes to achieve the complexity that most clients need in the Cart, AVRs can and will eliminate that need, as well as allow for a

simpler design, through conditional criteria and attribute actions. These factors will invariably make product and attribute management easier for System Administrators.

A simple illustration:
Product X is using an Attribute Picklist with the values of A, B, C, and D. Product Y is using this same picklist. The client has asked that Product X can only see values A and C, but should default to C and be required. Product Y can see only see values B, C, and D and should also be required, but without a default value.

Attribute Value Rules can be set up by Product X and Product Y with distinctive actions to achieve the above results without having to create multiple Attribute Picklists.

The use of AVRs during CPQ implementation is a powerful way to achieve complex design elements that are easy to manage.

Additional Apttus resources:

  • Read more on general information regarding making the most of your Apttus implementation.
  • Learn about how X-Author by Apttus can increase productivity by merging Salesforce and Excel to better manage CRM data here.
  • Improve Advanced Approval processes beyond those that Salesforce currently offers through Apttus Advanced Approvals, explained in this post.
  • Gain insight on taking Salesforce quotes to the next level by leveraging constraint rules in Apttus.

About Bob Martelle

Bob is a Senior Consultant at Statêra, Inc. with over 15 years’ experience delivering SaaS applications in the telecom, financial, and technology industries. His experience includes providing software development, business and risk analysis, resource controls, and implementing change management procedures.