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Rich Fiekowsky How can I prevent a Quote from containing both of two products?
Hi, We have Salesforce CPQ installed and in use. Our Quotes and Orders can have multiple Products. One requirement we have is: two particular Products cannot both be on the same quote. Each can be quoted, but both shouldn't be quoted (and ordered) together. They are mutually exclusive.
I suppose we can write a trigger to enforce that.
Is there a way to do it with clicks not code?
I suppose we can write a trigger to enforce that.
Is there a way to do it with clicks not code?
Create a product rule similar to below:
Then create 2x Actions
Type: Hide & Remove
Product : Product A
Filter field: Product code (or what ever identifier works)
Operater : Equals
Filter Value : Product Code for Product B.
In second action, reverse the Product and filter values.
Save and Test.
Regards
Andrew
All Answers
Create a product rule similar to below:
Then create 2x Actions
Type: Hide & Remove
Product : Product A
Filter field: Product code (or what ever identifier works)
Operater : Equals
Filter Value : Product Code for Product B.
In second action, reverse the Product and filter values.
Save and Test.
Regards
Andrew
Hi Rich,
You would need to create a Validation Rule where the Conditions Met is Custom and the Advanced Condition is the combination of error conditions that can't appear simutaneously. I've outlined a demo of how, theoritically, this should appear. You may want to change up the product rule I've created so that it makes sense to your use case, but I think it's a good demonstration of what I'm referring to. You don't need to create any Actions with Validation Rules. The action is your message.