Published at: 2026-09-17

Set available sales scope priority

Set how the system builds the product set when multiple available sales scopes match.

Overview

When an account matches multiple scopes, the system can use only products from the highest-priority scope or merge products from all matching scopes. The Enforce Available Sales Scope Priority switch controls this behavior.

Before you start

[!IMPORTANT] - Permissions: You need CRM setup configuration permissions. - Prerequisite: The feature is enabled, and scopes with different account condition types exist. - Impact: The switch changes the products available for selection in business records.

Steps

On Setup > Price Management Configuration, find Enforce Available Sales Scope Priority.
Turn the switch on or off according to the enterprise sales boundary policy.
Save the configuration.

Screenshot: set available sales scope priority

Matching rules

Switch on

The system matches account conditions in this order:

Specified Accounts > Meets Specified Conditions > All Accounts

The system uses the product set from all scopes in the highest-priority category. Products from lower-priority scopes are not available for selection.

Switch off

The system ignores priority and merges products from all matching scopes into the selectable product set.

Example

Switch	Rules matched by the account	Final selectable products
On	The specified-account rule contains Products A and B. The condition rule contains Products C and D.	Products A and B only.
Off	The specified-account rule contains Products A and B. The condition rule contains Products C and D.	Products A, B, C, and D.

[!NOTE] The switch is off by default and can be changed repeatedly. Turn it on to strictly control dedicated product lines for key accounts. Leave it off when users should see products from all matching rules.

Configuration terminology

The priority rules use Designated Account and Meet Specified Conditions.