---
schema_version: "1"
id: 0802301a446f818f338f02c45fdae1a8855d9e5755245e72f7c4aa7c63abbe1b
title: Evaluation Rules Overview
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_evaluation_rules_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_evaluation_rules_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2e5ce5dbd2e2a52261caaeb4f0936428371b6d998680ad4fbe5d92bff1566be1
description: Evaluation context rules are used exclusively with promotions and evaluate the customer's eligibility for a promotion after the promotion has been added to the cart. By contrast, qualification context rules determine eligibility before it is added to the cart.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Evaluation Rules Overview

Evaluation context rules are used exclusively with promotions and evaluate the customer's eligibility for a promotion _after_ the promotion has been added to the cart. By contrast, qualification context rules determine eligibility _before_ it is added to the cart.

![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

Evaluation rules are only available using an API. Custom configuration is required to implement them in Industries Cart. For more information, contact Salesforce Customer Support.

For example, after adding a promotion to the cart, an agent can change the customer's membership from Silver to Gold to understand how it affects the promotional price of the product or service. Evaluation rules can access account information stored in Salesforce, as well as temporary values passed at runtime. Evaluation rules enable you to create what-if scenarios to determine a customer's qualification for a promotion by manipulating information at runtime, without committing it to the database and permanently changing it on the account.

## Creating Evaluation Rules

Like qualification and penalty context rules, you create and manage evaluation context rules using Vlocity Product Console. To create an evaluation rule, create a rule set, and then, from the **Rule Type** picklist, select **Evaluation**.

![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

If you do not see the value **Evaluation** in the **Rule Types** picklist, activate or add **Evaluation** to the **Rule Type** (`vlocity_cmt__RuleType__c)` picklist values on the Vlocity Rule object (`vlocity_cmt__Rule__c`).

![In the General Properties, set a Rule Type of Evaluation.](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/evaluation_rules.jpg)

## Invoking Evaluation Rules

Evaluation context rules are not implemented in Industries Cart by default. However, you can invoke them using Industries CPQ Web APIs v2 in your custom web application. The parameter `ruleEvalutionInput` passes the temporary values that enable the API to handle what-if scenarios.

Format the API request as shown in the following example:

```
https://{instance}.salesforce.com/services/apexrest/vlocity_cmt/v2/cpq/GET/carts/{cartid}/promotions?subaction=getPromotionsAppliedToCart&include=qualifications&ruleType=Evaluation&category={value}&ruleEvaluationInput={value}
```

The `subaction` parameter should be `getPromotionsAppliedToCart` and the `ruleType` parameter should be `Evaluation`.

Possible `category` parameter values are:

- `disqualified`: Returns all promotions for which the customer is disqualified.
- `qualified`: Returns all promotions for which the customer is eligible.

The `ruleEvaluationInput` parameter accepts sObject and field values written in JSON notation. For example, the following API request returns all disqualified promotions using the temporary run time value specified in the `ruleEvaluationInput` parameter. In this example, the `ruleEvaluationInput` parameter is what if an order's **Originating Channel** field is set to `Web`.

```
/services/apexrest/vlocity_cmt/v2/cpq/carts/8011I000000TNSZ/promotions?subaction=getPromotionsAppliedToCart&include=qualifications&ruleType=Evaluation&category=disqualified&ruleEvaluationInput={"Order":{"OriginatingChannel__c":"Web"}}
```