Option Constraints are rules that define how different product options can be combined or selected together.
For example, if a customer wants to combine International Calling with Data Plan an Option Constraint (OC) can prevent this invalid combination, helping the sales rep to sell a correct product bundle.
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Key Points About Option Constraints:
- OCs make sure that one option (Option A) must be selected before another option (Option B) can be chosen.
- OCs can also ensure that two options (Option A and Option B) cannot be selected together if they are not compatible.
- OCs only control whether options can be enabled or disabled; they do not affect the quantity of each option.
- OCs can only enable or disable options, but they cannot remove, automatically select, hide, or show options. For more advanced actions like these, you need to use product rules.
- OCs can handle multiple rules with advanced grouping logic to create more sophisticated conditions.
- Work Within Bundles but Can Check Past Purchases: By default, OCs work within the current product bundle, but they can also be set to check the customer’s past purchases to ensure consistency.
Types of Option Constraint:
- Dependency – Option A is required Before Option B is Selected
- Excluded – Option A and Option B are mutually Exclusive meaning they cannot be selected together.
Creating Option Constraints
Use Case
Product: TMobile Phone Plan has three optional products:
- TMobile International Calling
- TMobile Device Protection
- TMobile Data Plan
TMobile Data Plan must be only enabled when TMobile International Calling is selected (Dependency Constraint).
Prevent TMobile Device Protection from being selected if TMobile International Calling is already selected (Exclusion Constraint).
Create a Dependency Option Constraint
1.Find the Option Constraints related list.
2. Click New to create a new constraint.
3. Fill in the details:
Name: Enter Data Plan Required for International Calling.
Active: Check this box to activate the constraint.
Constraint Type: Select Dependency.
Constrained Option: Select PO000008 (TMobile Data Plan) (the option that is enabled when the dependent option is chosen).
Constraining Option: Choose PO000005 (TMobile International Calling) (the option that triggers the dependency).
4. Click Save.
Create an Exclusion Option Constraint
1. Go back to the Option Constraints related list.
2. Click New to create another constraint.
3. Fill in the details:
Name: Enter Exclude Device Protection with International Calling.
Active: Ensure this checkbox is checked.
Constraint Type: Select Exclusion.
Constrained Option: Choose PO000006 (TMobile Device Protection) (the option that cannot be selected).
Constraining Option: Select PO000005 (TMobile International Calling) (the option that excludes the dependent option).
4. Click Save.
Validate the Option Constraints
1. Create a new quote.
2. Click on Edit Lines to add the TMobile Phone Plan to the quote.
3. Verify the behavior:
When TMobile International Calling is selected, TMobile Data Plan should be enabled for selection
When TMobile International Calling is selected, TMobile Device Protection should be disabled from selection
Option Constraint Group
Optional Constraint Group is used to ensure that multiple conditions must be met before a specific product option is enabled. By grouping constraints under Group , Salesforce CPQ will evaluate them together as a combined rule (logical AND operation).
step-by-step: Setting Up Optional Constraint Groups
Use Case: Enable TMobile Data Plan option when both TMobile International Calling and TMobile Device Protection options are selected. If either option is not selected, the TMobile Data Plan should remain disabled.
Create an Optional Constraint Group
1. Go to the Option Constraints related list under the TMobile Phone Plan product.
2. Click New to create a new option constraint.
3. Fill in the details for the first constraint:
Name: Enter Data Plan Enabled with International Calling and Device Protection.
Active: Check this checkbox to activate the constraint.
Type: Select Dependency.
Constrained Option: Select PO000007 (TMobile Data Plan) (the option that will be enabled).
Constraining Option: Choose PO000003 (TMobile International Calling) (the first option that triggers the dependency).
Option Constraint Group: Enter Group A (this will be the group name that ties multiple constraints together).
4. Click Save to create the first constraint.
Step 4: Add Another Constraint to the Same Group
1. Click New again to create another constraint.
2. Fill in the details for the second constraint:
Name: Enter Data Plan Enabled with Device Protection.
Active: Check this checkbox to activate the constraint.
Type: Select Dependency.
Constrained Option: Select PO000007 (TMobile Data Plan) (the option that will be enabled).
Constraining Option: Choose PO000004 (TMobile Device Protection) (the second option that triggers the dependency).
Option Constraint Group: Enter Group A (the same group name as the first constraint).
3. Click Save to create the second constraint.
Step 5: Verify the Optional Constraint Group Setup
1. Go back to Edit Lines and add the product to a quote.
2. In the product configuration screen, try selecting different combinations:
Select both TMobile International Calling and TMobile Device Protection; the TMobile Data Plan should be enabled.
Deselect any of the two; the TMobile Data Plan should be disabled.
By grouping both constraints under Group A, we ensure that both options (International Calling and Device Protection) need to be selected for the TMobile Data Plan to be enabled.
