Using qualification rules in your B2B Commerce store simplifies the process of defining which products are available to which buyer groups, reducing implementation costs and significantly simplifying product configuration.
Required Editions
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By default, B2B Commerce stores use entitlement policies to define which products are visible to which buyer groups. Managing entitlement policies for thousands of products and product categories are visible to buyers based on custom attributes, enabling dynamic evaluation of products and categories in your store during runtime.
Qualification rules define which products and product categories are visible to a buyer, while disqualification rules define which products and product categories aren't visible to a buyer. You can create a qualification or disqualification rule on any account or buyer attribute. For more information, see Manage Qualification Rules for Products in Salesforce Revenue Cloud.
A qualification or disqualification rule applies to a single product or product category. It's possible that a product category has a particular qualification or disqualification rule, while a product in the category has a different qualification or disqualification rule. This table shows how the visibility of a product and product category is determined when there are multiple qualification or disqualification rules set for the product category and for individual products.
| product Rule | first category rule | second category rule | product visibility | first category visibility | second category visibility |
|---|---|---|---|---|---|
| Product qualification rule evaluates to true | Category qualification rule evaluates to true | N/A | Visible | Visible | N/A |
| Product qualification rule and disqualification rule evaluate to true | Category qualification rule evaluates to true | N/A | Visible | Visible | N/A |
| Product disqualification rule evaluates to tue | Category qualification rule evaluates to true | N/A | Not visible | Visible | N/A |
| No qualification or disqualification rule configured | Category qualification rule evaluates to true | N/A | Visible | Visible | N/A |
| Product configuration rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | N/A | Visible | Visible | N/A |
| Product qualification rule and disqualification rule evaluate to true | Category qualification rule and disqualification rule evaluate to true | N/A | Visible | Visible | N/A |
| Product disqualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | N/A | Not visible | Visible | N/A |
| No qualification or disqualification rule configured | Category qualification rule and disqualification rule evaluate to true | N/A | Visible | Visible | N/A |
| Product qualification rule evaluates to true | No qualification or disqualification rule configured | N/A | Visible | Visible | N/A |
| Product qualification rule and disqualification rule evaluate to true | No qualification or disqualification rule configured | N/A | Visible | Visible | N/A |
| Product disqualification rule evaluates to true | No qualification or disqualification rule configured | N/A | Not visible | Visible | N/A |
| No qualification or disqualification rule configured | No qualification or disqualification rule configured | N/A | Visible | Visible | N/A |
| Product qualification rule evaluates to true | Category qualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | Visible | Visible | Visible |
| Product qualification rule and disqualification rule evaluate to true | Category qualification rule evaluates to true | Category qualification rule evaluates to true | Visible | Visible | Visible |
| Product disqualification rule evaluates to true | Category qualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | Not visible | Visible | Visible |
| No qualification or disqualification rule configured | Category qualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | Visible | Visible | Visible |
| Product qualification rule evaluates to true | Category qualification rule evaluates to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
| Product qualification rule and disqualification rule evaluate to true | Category qualification rule evaluates to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
| Product disqualification rule evaluates to true | Category qualification rule evaluates to true | No qualification or disqualification rule configured | Not visible | Visible | Visible |
| No qualification or disqualification rule configured | Category qualification rule evaluates to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
| Product qualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
| Product qualification rule and disqualification rule evaluate to true | Category qualification rule and disqualification rule evaluate to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
| Product disqualification rule evaluates to true | Category qualification rule and disqualification rule evaluate to true | No qualification or disqualification rule configured | Not visible | Visible | Visible |
| No qualification or disqualification rule configured | Category qualification rule and disqualification rule evaluate to true | No qualification or disqualification rule configured | Visible | Visible | Visible |
- Enable Qualification Rules in Your B2B Commerce Store
Enable qualification rules from the Store settings in your B2B Commerce store. When you enable qualification rules, your store no longer uses entitlement policies to determine which product and product categories are visible to buyer groups.