Product Access Rules

this is a new out of the box functionality which is in preview as part of the 2506 release we will continue to add enhancements in the upcoming 2506 1 2506 1 & 2507 2507 releases overview the product access rules configurator enables organizations to control which users can view and select specific products within nue's quote/order builder on salesforce administrators can use profiles profiles and roles roles to set tailored access rules, ensuring sales representatives, managers, and other user types only see relevant products when creating quotes or orders this configurator integrates with salesforce’s user object model for precise, group level control each salesforce user has definition definition significance significance profile profile defines department and permission level (e g , sales, marketing, solutions) what can the user do? > e g view & edit opportunities role role indicates hierarchy and drives data visibility/record access (e g , manager region 1, manager region 2, sales rep) what records can user see or access? > e g manager region 1 role can view & edit opportunity records vringing in business in region 1 user groups user groups collections of users across profiles/roles, simplifying sharing why is it important? salesforce provides granular access control over objects and records, but lacks native support for restricting product visibility or access at the product or pricebook entry level this creates challenges when organizations need to ensure only authorized teams can view or sell certain products support business requirements such as localized catalog views or channel specific offerings meet compliance and operational needs by limiting product access by role, region, or team for example, partner sales channels may need visibility only into certain skus, and some user groups may require access to upsell products not available to others with nue's product access rules product access rules , admins can easily configure product visibility for complex organizations how to use accessing the configurator find the product access configurator under the price builder section in your admin dashboard creating access rules click new access rule to start configuring a rule name your rule (default "new rule")—names can be edited defining which users the rule applies to there are two configuration approaches simple select individual users from a searchable dropdown list advanced select one or more profiles and roles to include all users matching those attributes selected profiles/roles are removed from the dropdown as you choose them assigning products and pricing select which products, bundles, and pricebook entries are visible to the user group specified by the rule bundles all add ons in a bundle are accessible if the parent bundle is included activating and managing rules newly created rules are inactive by default and need explicit activation active rules can be edited or deactivated, but cannot be deleted inactive rules can be edited, activated, or deleted tooltips and status indicators help guide rule management in the ui viewing and editing rules view a summary of assigned user groups and products via modals edit rules as needed for ongoing business changes user scenarios product access rules product access rules can be leveraged in various scenarios, regardless of company or industry restricting high value or sensitive products to specific sales teams or managers there could be an example scenario where product skus are introduced only for specialized sales teams to sell let's see how such a sensitive product can be restricted from ineligible teams or team members regional sales managers viewing only product skus applicable for their territory note the mapping between skus applying to specific regions needs to be prescribed for the org by admins & leadership teams let's say there are four different products a, b, c, d the org should pre define which of these products are applicable for say us & which for europe or both the product access rule can then be defined for a rep in a europe role role or us role role we do not provide a region filter out of the box a regional sales manager (role manager west coast) only sees products/contracts available to the west coast team, while a sales manager north america sees all north american products/contracts profile profile role role p p roduct filter sales manager manager west coast manually include products prescribed for west coast sales assign a product category which helps define a regional association then add an advanced filter > include products where product category product category equals west coast sales west coast sales sales manager manager east coast manually include products prescribed for east coast sales assign a product category which helps define a regional association then add an advanced filter > include products where product category product category equals east coast sales east coast sales sales manager manager north america manually include products prescribed for sales across us add an advanced filter > include products where product category product category equals west coast sales west coast sales and include products where product category product category equals east coast sales east coast sales designed upsell or cross sell opportunities made available to select groups, such as customer success representatives or solution consultants scenario scenario alice lee, a customer success representative has access only to upsell professional services during hypercare & implementation these can all be manually defined say as below