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Enable rules engine for CPQ X

Zuora

Enable rules engine for CPQ X

This feature is in the Early Adopters phase. We are actively soliciting feedback from a small set of early adopters before releasing as generally available. If you want to have access to the feature, submit a request at Zuora Global Support or contact your Account Executive, and provide the ID of the Salesforce org on which you want to enable CPQ X.

Rules defined through the rules engine are not inherently supported in CPQ X for scenarios where multiple segments exist in a charge. Such scenarios include ramp deals and future dated actions.

By default, if the rules engine is enabled for CPQ 9, rules can work in CPQ 9 but cannot be used in CPQ X. To allow the rules to be used on the Quote Studio page, a setting is available to enable the rules engine.

Take the following steps to enable the rules engine for CPQ X:

  1. In your Salesforce org, navigate to Zuora Config > Quote Studio Settings.
  2. Click Admin Config in the left pane.
  3. Switch the Rules Engine for Quote Studio toggle to Active. By default, this toggle is switched off.
  4. Click Save