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Knowledge Center > Commerce > Zuora Quotes > Zuora Rules Engine > Enable Rules Engine

Enable Rules Engine

Take the following steps to enable Zuora Rules Engine:

  1. Install and configure the Zuora Quotes packageThe Zuora Rules Engine is offered as part of the Zuora Quotes package. 
  2. In Advanced Quoting Configuration Settings in Zuora Config, select Enable Rules Engine.
  3. In Advanced Quoting Configuration Settings in Zuora Config, review and set the below rules engine settings:
    • Enable Force Recalculation 
    • Enable Real Time Rule Calculation
    • Display Rules Engine Change Logs
  4. Add users to the permission set
  5. Add the following tabs in Salesforce: Rules, Filter Conditions, Calculated Values 

Add Users to the Rules Engine Permission Set

The Zuora Rules Engine package provides a Salesforce permission set with the permissions required to run Zuora Rules Engine.

Assign the Zuora Rules End User permission set to the users who will use Zuora Rules Engine. See Assign Permission Sets to a User if you need a detail instruction.

Last modified
11:29, 29 Nov 2016

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