--- schema_version: "1" id: 9bbed576199f10e21c1f25b368d221ca3239b29c44ed96a1bfa55214cacd5787 title: Availability and Eligibility Rules collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_availability_and_eligibility_rules.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_availability_and_eligibility_rules.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e881c6a9086ad25ca8e10f961b3a447f7ea12c813dff4289704eb58155bccd79 description: Availability and eligibility rules provide the ability to show or hide products based on location, account attributes, and other related information. The rules determine if a customer can obtain specific products and ensure that only the appropriate offers or products are displayed to the customer. The rules provide the ability to show or hide objects based on location, account attributes, and other related information. products: - Communications - Media - Energy and Utilities release: "264" --- # Availability and Eligibility Rules Availability and eligibility rules provide the ability to show or hide products based on location, account attributes, and other related information. The rules determine if a customer can obtain specific products and ensure that only the appropriate offers or products are displayed to the customer. The rules provide the ability to show or hide objects based on location, account attributes, and other related information. Salesforce Industries supports multi-service point ordering, in which different sites have different availability and eligibility rules. Eligibility rules exclude products of specific types. Availability and eligibility rules must run against the header object (Opportunity, Quote, or Order). Availability rules are usually run first. If a product or service is unavailable, then eligibility is irrelevant. **Availability and Eligibility Rule Process Diagram** ![Creating an Order invokes implementations of the Availability Interface and the Eligibility Interface, which ensure that only available and eligible offers and products are shown.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/availabilityeligibilityrulesdiagram.png) Use availability implementations to specify what product is available for a specific shipping state, city, country, street, contact, or product attributes. Availability rules use the ProductAvailabilityInterface and associated implementations. The ProductAvailabilityInterface is called when a request is made to provide a list of products that are available to the customer to select. Availability implementations include the following: - AvailabilityFlowOpenImplementation: Evaluates defined availability rules and filters products and still displays products that are not available so the user can see them but cannot add them to the cart. - AvailabilityRulesFlowImplementation: Run advanced availability rules when the sequence of those rules is important. - DefaultAvailabilityOpenImplementation: Provides availability in a loosely typed nonoperative interface. - DefaultProductAvailabilityImplementation: Nonoperative (does not run availability rules) - FilterAvailabilityImplementation: Run advanced availability rules when the sequence of those rules is unimportant. - LocaleProductAvailability: Run standard availability rules. - XLIAvailabilityValidationService: Invokes availability rules to validate line items. Eligibility Rules use the ProductEligibilityInterface and associated implementations. The ProductEligibilityInterface is called immediately after the ProductAvailabilityInterface and DefaultProductAvailabilityImplementation. Eligibility implementations include the following: - AccountTypeProductEligibilityImplementation: Run standard eligibility rules. - DefaultEligibilityOpenImplementation - DefaultProductEligibilityImplementation: Nonoperative (does not run eligibility rules) - EligibilityFlowOpenImplementation - EligibilityMatrixFlowImplementation - EligibilityRulesFlowImplementation: Run advanced eligibility rules when the sequence of those rules is important. - FilterEligibilityImplementation: Run advanced eligibility rules when the sequence of those rules is unimportant. - XLIEligibilityValidationService: Availability Rules define which offers and products are available to a customer based on address or account type. Eligibility rules exclude products of specific types. See Interfaces, Implementations, and Services. Example availability and eligibility rules include: - The gold iPhone is not available in New York. - Do not ship orders when the number of contract months is less than or equal to 10. - Office Internet Solution is not available in Alaska or Hawaii. - Billing accounts are not eligible to purchase Office Internet Solution. - Bronze and silver accounts are not eligible to purchase Office Internet Solution. - Office Internet Solution is available only in California. - Free installation offer is shown only to customers who have not used it in the last year. - Products are not available based on the postal code returned by the Canadian post portal. - Products are not available if they have already been ordered. - New customers are not eligible for specific products. Salesforce Industries supports multi-service point ordering, in which different sites within the same opportunity, order, or quote have different availability and eligibility rules. To base availability rules on attributes, you must ensure that you set those attributes on the appropriate products. For more information, see [Set Up Product Attributes](https://help.salesforce.com/s/articleView?id=ind.comms_set_up_product_attributes.htm&language=en_US). The rule actions in availability and eligibility rules are called offering procedures. Offering procedures support inclusion or exclusion. An offering procedure is another object that you define to include or exclude. For more information, see [Rule Actions](https://help.salesforce.com/s/articleView?id=ind.comms_rule_actions.htm&release=264.0.0&type=5 "Rule actions define the changes that a rule makes on qualified objects. A rule action can be an offering procedure, a product relationship, a calculation procedure, or another procedure, such as a call to Apex code. Different rule types use different rule actions."). ## Create a Standard Availability Rule You can create Availability Rules for a product to restrict products by shipping address state or postal code range. Unavailable products are excluded from selection in Opportunities, Orders, and Quotes. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png) Note The Country and City fields are not currently used in Availability Rules. 1. On the Product page, scroll down to the Products Not Available related list. 2. Click **New Product Not Available**. ![New Product Not Available configuration.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_newproductnotavailable.png) In the **Product Not Available Rule** box, enter a name for the rule. 3. Enter either a state or an inclusive postal code range. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png) Note Data in the State field is case-sensitive and must match data in the Shipping Address field on the Opportunity, Order, or Quote. 4. Enter a start date. 5. If you want the Rule to expire, enter an end date. 6. Click **Save**. For example, in the screenshots, the Office Internet Solution is not available in Alaska or Hawaii. **Products Not Available Related List** ![Products Not Available related list.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_productsnotavailablelist.png) ## Create a Standard Eligibility Rule You can create Eligibility Rules to restrict products by Account Type or SLA. Ineligible products are excluded from the Opportunity, Order, and Quote Managers. For example, you can make a Product ineligible for all Bronze-level business accounts. Another product may be restricted to all Consumer Accounts, regardless of SLA. In this procedure, the Office Internet Solution cannot be ordered on an Account when the Record Type is Billing. 1. On the Product page, scroll down to the Products Not Eligible related list. 2. Click **New Product Not Eligible**. ![New Product Not Eligible configuration.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_newproductnoteligible.png) 3. In the **Product Not Eligible Rule** field, enter a name for the Rule. 4. Enter a `Start Date`. 5. If you want the Rule to expire, enter an **End Date**. 6. From the **Account Record Type** picklist, select the Account record type that is not eligible for the product, for example, **Billing**. 7. From the **Account SLA** picklist, select the account service level agreement to which the Rule applies. 8. Click **Save**. **Products Not Eligible Related List** ![Products Not Eligible related list.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_productsnoteligiblerelatedlist.png) ## Create an Advanced Eligibility Rule Use an advanced eligibility rule when there are multiple criteria to determine if a customer is eligible for a product. In this example, customers are eligible for free installation when they have been a customer for less than one year. To create an advanced eligibility rule: 1. Create the necessary entity filters. In this example, create an entity filter that returns accounts that have been active for less than one year. - The **Entity Filter Name** is **New customers**. - The **Filter on Object Name** is **Order**. - **Active** is selected. - The **Type** is **Qualification**. 2. Create the necessary entity filter conditions. In this example, the condition returns the accounts that were created less than one year from today. - The **Type** is **Field**. - The **Field/Attribute Name** is **Account.CreatedDate**. - The **Operator** is **<** (less than sign). - The **Value** is **today-364**. ![An Entity Filter with the condition Account.CreatedDate = today-364.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_entityfilter_newcustomers.png) 3. Click the **Vlocity Rules** tab. 1. Click **New**. 2. Enter the following information: - **Rule Name** is the name of the rule. Enter a descriptive name so you can easily remember what the rule does. - From the **This defines** picklist, select the rule type, for example, **Eligibility**. - From the **Rule that applies to** picklist, select the object to which the rule applies, for example, **Order **. - From the **And is** picklist, select if the rule is **Active** or **Inactive**. - In the **Description** field, enter a description of what the rule does. 4. Scroll down to the Filters and Actions section. Click **Filters**. 1. In the Filters and Actions list, locate the entity filter. 2. Click the **Add to Rule Filter** link to the right of the filter to add. 5. Click **Actions**. 1. In the Filters and Actions list, click **Add To Rule Action** to include or exclude the filter. ![The Actions list shows the Inclusion and Exclusion filters, each with an Add to Rule Action link.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/salesforce_entityfilters_filtersactionlist.png) 2. Scroll to the top of the page and click **Save**. ## Test Availability and Eligibility Rules You can test Availability and Eligibility Rules by adding products to the cart in the Opportunity, Order, or Quote Manager. You can create a new Opportunity, Order, or Quote from the appropriate Account and try to add items to the cart. For example, the Office Internet Solution product should not appear in the list if the shipping address state is AK or HI, nor should it appear for Billing Accounts. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png) Note Before you can test Rules, you must ensure that Vlocity is using the appropriate interface implementation. For more information, see the Interfaces, Implementations, and Services. To test Availability and Eligibility Rules: 1. Click the **Orders** tab. 2. Create a new Order. 3. On the Order detail page, scroll down to the Order Manager. 4. Search for the products that are not supposed to be there. 5. Confirm that only the available and eligible products appear.