The Zuora Rules Engine enables configurable validation, dynamic pricing, and automatic addition/removal of products in the quoting process. The rules engine allows a Salesforce Administrator to easily configure quoting actions that happen automatically when certain conditions are met. The rules engine supports the ability to:
The pricing fields are updated in the below scenarios:
The rule actions are triggered in the order of user-defined priority.
To use rules in Zuora Quotes:
To programmatically invoke the Rules Engine from Apex code:
The table below presents performance testing results you can reference when configuring rules in Zuora Quotes. It will help you to estimate how Zuora Rules Engine would perform in your Zuora Quotes environment and what the upper limits are for a type of rules.
A number of factors in your Salesforce org will affect the actual execution time in your environment.
All the rules used in this testing are comprised of one Condition and one Action.
|Rule Type||Total # of Actions Executed |
in Under 60 Seconds
|Maximum # of Actions |
|Add Product Only||150||300|
Add Product Only with
the Allow Immediate Price Action option
|Update Product Only||500||500|
*Do not select the Allow Immediate Price Action option when unnecessary as adding more than ten products at once with this option can exceed Salesforce governor limits.