---
schema_version: "1"
id: 2dd16c5ddc08ecc6eb51760f5e5e86acfd56c3031223231b74383cda80517409
title: Set Up Linear Relationships
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_set_up_linear_relationships.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_set_up_linear_relationships.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6dd213c92246401328e3fd717929eb7ba356216dbfbba8dbf72490d1723a8b3d
description: A linear relationship links two products that rely on each other. Configure the feature, page components, and Relies On rules that link dependent products across quotes, orders, and assets.
products:
  - Communications Cloud
release: "264"
---
# Set Up Linear Relationships

A linear relationship links two products that rely on each other. Configure the feature, page components, and Relies On rules that link dependent products across quotes, orders, and assets.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Communications Cloud Advanced</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
          <colgroup>
            <col style="width:50%">
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          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28260e74">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e74 ">To edit Lightning pages:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e74 ">Customize Application</td>

            </tr>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e74 ">To create, edit, and delete Relies On rules:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e74 ">Customize Application</td>

            </tr>
          </tbody>
        </table>

## Assign Permissions Sets

Assign permission sets to the standard users to use linear relationship feature.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
          <colgroup>
            <col style="width:50%">
            <col style="width:50%">
          </colgroup>
          <thead class="slds-text-title_caps ">
            <tr class="">
              <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d28260e138">User Permissions Needed</th>
            </tr>
          </thead>
          <tbody>
            <tr class="">
              <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e138 ">To assign permission set:</td>

              <td class="slds-cell-wrap" style="vertical-align:top;" headers="d28260e138 ">
                <p>Assign Permission Sets</p>
                <p>AND</p>
                <p style="margin-bottom:0;">View Setup and Configuration</p>
              </td>

            </tr>
          </tbody>
        </table>

- CME Sales Features
- Revenue Cloud for Communications Features

## Turn On Linear Relationships and Add Page Components

Complete this setup before you create Relies On rules.

1. Update the context definition to the ConsumerSalesContext context definition.
2. Configure Product Relationship Types for Linear Relationships
    1. Search for Product Relationship Types entity, and then select it.
    2. Click **New**.
    3. Enter a name for the product relationship type, for example, Relies On.
    4. In the Associated Product Role Category field, select **Related Linear Relationship**.
    5. In the Main Product Role Category field, select **Source Linear Relationship**.
    6. Save your changes.
3. Turn on the Relies On Rule for Linear Relationships feature.
    1. From Setup, go to Revenue Cloud for Communications, and then go to Revenue Cloud for Communications Settings.
    2. Turn on the **Relies On Rule for Linear Relationships** feature.
4. Add the Sales Transaction Line Editor component to your quote and order pages.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note Add the Sales Transaction Line Editor to both the quote and order record pages.
    
    1. Open the quote or order record page.
    2. From the Setup gear, select **Edit Page**.
    3. In Lightning App Builder, add the Sales Transaction Line Editor.
    4. Save and activate the page.
5. Add the Manage Asset viewer component to your account pages.
    1. Open the account record in Lightning App Builder.
    2. Drag the Manage Asset viewer component onto the Assets tab.
    3. Save and activate the page.

## Create a Relies On Rule

Define a Relies On rule to link a source product or product classification to its related product or product classifications across quotes, orders, and assets.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note A source product supports one active Relies On rule at a time. A related product can't rely on a source product that already relies on it.

1. In Product Catalog Management, select **Linear Relationship Rules**.
    
    The recently created rules and all rules appear.
2. Click **New**.
3. Enter the rule name.
4. Select a product or product classification for the source.
5. Select a product or product classification for the related product.
6. Enter the forward cardinality.
    1. Set the minimum to 0 for an optional relationship.
    2. Set the minimum to 1 or higher for a mandatory relationship.
    3. Set the maximum to a value greater than or equal to the minimum. The highest value allowed is 10.
7. Enter the optional effective start and end dates.
8. To make the rule active, select **Active**.
    
    New rules are inactive by default.
9. Save your changes.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)
    
    Note A Relationship Code is generated automatically and is read-only.

## Edit a Relies On Rule

Update a Relies On rule when a product dependency changes.

Rule changes apply only to new relationships. The existing quote, order, and asset line items keep the rule version that was in effect when they were linked. You can't edit a rule that's associated with active assets.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note You can edit a rule only when it isn't in use by any active asset. If any active asset uses the rule, the Edit action is blocked. Resolve the dependent assets before you edit the rule.

1. In Product Catalog Management, go to the Linear Relationship Rules list.
2. Open the rule to update.
3. Click **Edit**.
4. Update the necessary information.
5. Save your changes.

## Delete a Relies On Rule

Remove a Relies On rule when the product dependency no longer applies.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-communications-264-0-0-production-enus/444efb86-ea1e-477e-afbc-56eaac192eaf/images/icon_note.png)

Note You can delete a rule only when it isn't in use by any active asset. If any active asset uses the rule, the delete action is blocked. Resolve the dependent assets before you delete the rule.

1. In Product Catalog Management, go to the Linear Relationship Rules list.
2. Open the rule to remove.
3. Click **Delete**.
4. Confirm the deletion.

#### See Also

- [Manage Linear Relationships](https://help.salesforce.com/s/articleView?id=ind.comms_manage_linear_relationships.htm&language=en_US)