--- schema_version: "1" id: 4f13368e38bc695e02ffbec0e1c41115fe1024a5526eb83361bfd5be59ec52e7 title: Rule Sets collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_rule_sets.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_rule_sets.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 163a162b65466476c03d26bafd756b11ce287a6f2e7c5ef17e1ae0a99dd2a3b8 description: A rule set is a logical grouping of one or more context rules. Use a rule set to designate how the grouped context rules are expressed in a logical expression and how they are used in Industries Cart. products: - Communications - Media - Energy and Utilities release: "264" --- # Rule Sets A rule set is a logical grouping of one or more context rules. Use a rule set to designate how the grouped context rules are expressed in a logical expression and how they are used in Industries Cart. **Rule Sets** ![Rule sets are one of several context rule components.](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/rule_sets.jpg) ## Rule Types Rule sets have a Rule Type property. The rule type property controls how the rules are used in Industries Cart. There are three rule types. - Qualification - Penalty - Evaluation For more information about rule types, see [Types of Context Rules](https://help.salesforce.com/s/articleView?id=ind.comms_types_of_context_rules.htm&release=264.0.0&type=5 "In the Vlocity Product Console, you can create the following types of context rules: Qulification rules and Penalty Rules.") . ## Expression Mode Rule sets can also define an Expression Mode. Use the expression mode when there are multiple context rules contained in the rule set. The expression mode describes how the rules engine compiles the child context rules into a logical expression. See [Child Rules and Expression Modes and Custom Expressions](https://help.salesforce.com/s/articleView?id=ind.comms_expression_modes_and_custom_expressions.htm&release=264.0.0&type=5 "When a rule set contains more than one child context rule, you must use the expression mode to specify how the rules engine combines the child rules into a logical expression.") . ## Header Rules To optimize rules processing, you can set one of the children context rules in the rule set as the header rule. For more information about header rules, see [Header Rule](https://help.salesforce.com/s/articleView?id=ind.comms_header_rule.htm&release=264.0.0&type=5 "To configure which rule is executed first when you have multiple children rules in a rule set, you can specify one of the rules as the header rule. If the header rule does not pass, processing stops on the entire rule set. Using header rules enables you to optimize rule set evaluation."). ## Rule Sets and the CPQPartition Platform Cache Starting in ​Salesforce Industries Communications, Media, and Energy Summer '18, rule sets, context rules, and rule conditions are stored in the org cache of the CPQPartition platform cache to optimize performance. When creating or updating rule sets, you must clear the cache before your changes are reflected. ## Rule Set Assignment Assign rules sets to products, promotions, price lists, price list entries, child price lists, or pricing adjustments. For more information about how to assign rule sets, see the following topics: - Qualification Rule Sets - [Qualification Rules - Assigning](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules___assigning.htm&release=264.0.0&type=5 "There are multiple ways to assign rule sets with qualification rules.") - [Qualification Rules - Deleting](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules___deleting.htm&release=264.0.0&type=5 "There are multiple ways to delete rule sets with qualification rules.") - [Qualification Rules for Pricing Adjustments - Assigning or Deleting to the AdjustmentData Virtual Object](https://help.salesforce.com/s/articleView?id=ind.comms_qualification_rules_for_pricing_adjustments___assigning_or_deleting_to_the_adjustmentdata_virtual_object.htm&release=264.0.0&type=5 "To assign a qualification context rule to the AdjustmentData virtual object, follow these steps.") - Penalty Rule Sets - [Penalty Rules - Assigning or Deleting to a Promotion](https://help.salesforce.com/s/articleView?id=ind.comms_create_a_penalty_rule.htm&release=264.0.0&type=5 "Create penalty rule sets in Vlocity Product Console using reusable context rule components.") - [Penalty Rules for Contracts](https://help.salesforce.com/s/articleView?id=ind.comms_penalty_rules_for_contracts.htm&release=264.0.0&type=5 "To apply a penalty charge when an asset that is covered by an active contract is deleted or disconnected using Industries Cart, define a penalty rule. The contractual asset must be a root asset and not a child asset.") - Evaluation Rule Sets - [Evaluation Rules Overview](https://help.salesforce.com/s/articleView?id=ind.comms_evaluation_rules_overview.htm&release=264.0.0&type=5 "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.") Create rule sets in Vlocity Product Console. For more information about how to create rule sets, see [Creating Rule Sets](https://help.salesforce.com/s/articleView?id=ind.comms_create_rule_sets.htm&release=264.0.0&type=5 "A rule set is a logical grouping of one or more context rules. A rule set enables you to designate how the grouped context rules are expressed in a logical expression and how they are used in Industries Cart. To create a rule set, you define general properties and then specify one or more context rules as child rules."). - **[Create Rule Sets](https://help.salesforce.com/s/articleView?id=ind.comms_create_rule_sets.htm&release=264.0.0&type=5)** A rule set is a logical grouping of one or more context rules. A rule set enables you to designate how the grouped context rules are expressed in a logical expression and how they are used in Industries Cart. To create a rule set, you define general properties and then specify one or more context rules as child rules. - **[Header Rule](https://help.salesforce.com/s/articleView?id=ind.comms_header_rule.htm&release=264.0.0&type=5)** To configure which rule is executed first when you have multiple children rules in a rule set, you can specify one of the rules as the header rule. If the header rule does not pass, processing stops on the entire rule set. Using header rules enables you to optimize rule set evaluation. - **[Expression Modes and Custom Expressions](https://help.salesforce.com/s/articleView?id=ind.comms_expression_modes_and_custom_expressions.htm&release=264.0.0&type=5)** When a rule set contains more than one child context rule, you must use the expression mode to specify how the rules engine combines the child rules into a logical expression. - **[Failure Messages](https://help.salesforce.com/s/articleView?id=ind.comms_failure_messages.htm&release=264.0.0&type=5)** When creating context rules, you can create failure messages for the following entities: rule sets, context rules, and rule conditions. - **[Create a Penalty Rule](https://help.salesforce.com/s/articleView?id=ind.comms_create_a_penalty_rule.htm&release=264.0.0&type=5)** Create penalty rule sets in Vlocity Product Console using reusable context rule components. - **[Create Object Level Rules](https://help.salesforce.com/s/articleView?id=ind.comms_create_object_level_rules.htm&release=264.0.0&type=5)** Object level rules are used by the ContractTerminiationService interface to assign penalty rules for contracts.