Rule Objects

A Rule object is a header object with three related objects: Rule Filter, Rule Action, and Rule Variable.

Rule object fields include:

  • Rule Name specifies the Rule name.

  • Is Active indicates if the Rule is currently in use.

  • Object Name is the name of the object on which the Rule runs.

  • Type specifies the rule type: Configuration, Pricing, Eligibility, or Availability.

  • Description is a description of what the Rule does.

Rule Object Detail

An example rule object for an iPhone case.

The Rule Filter object encompasses the Entity Filter that a Rule uses. Rule Filter object fields include:

  • Rule Filter Name specifies the name of the Rule Filter. Salesforce automatically names the Rule Filter.

  • Entity Filter is a lookup to the Entity Filter that the Rule uses to qualify the objects. For more information, see Entity Filters Overview.

  • Rule is a lookup to the associated Rule object.

Rule Filter Object

A Rule Filters list with one item.

The Rule Action object defines the actions associated with the Rule. Rule Action object fields include:

  • Rule is a lookup to the associated Rule object.

  • Entity Filter is a lookup to the Entity Filter the Rule uses. The Entity Filter serves different purposes based on the Rule type. For more information, see

  • Calculation Procedure is a lookup to the Calculation Procedure object associated with the Rule Action. The Pricing Rule type uses the Calculation Procedure. For more information about Calculation Procedures, see

  • Offering Procedure is a lookup to the Offering Procedure object associated with the Rule Action. The Availability and Eligibility Rule types use the Offering Procedure.

  • Product Relationship is a lookup to the Product Relationship object associated with the Rule Action. The Compatibility Rule type uses the Product Relationship. For more information about Product Relationships, see Product Relationships Overview.

Figure: Rule Action Object

A Rule Actions list with one item.

The Rule Variable object defines the variables that are used in the Entity Filters. Rule Variable object fields include:

  • Variable name specifies the name of the variable, which is used to reference the variable in the Entity Filter.

  • Rule is a lookup to the associated Rule object.

  • Entity Filter is a lookup to the Entity Filter that the rule uses to qualify the objects that populate the variable.

  • Type specifies the variable type.

  • Field Name to Assign specifies the field used to populate the variable.

  • Object Path is a comma-delimited value that describes the path to the list of objects to use when populating the variable.

Rule Variable Object

A Rule Variables list with one item.
  • Rule Actions
    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.
  • Rule Variables
    Rule Variables can hold information passed to them by Entity Filters. You define a Rule Variable in a Rule and refer to it from the associated Entity Filter. You must create a Rule before you can create a Rule Variable.