Configure available sales scope conditions

Overview

Before you start

[!IMPORTANT] - Permissions: You need setup or available sales scope configuration permissions. - Prerequisite: The target available sales scope exists. - Dependencies: Prepare account and product conditions, or identify the accounts and products to specify.

Configure allowed accounts

1. Open the target scope in the Available Sales Scopes list.
2. Click Edit on the scope details page.
3. Under Allowed Accounts, select one option:
   • All Accounts: Apply the rule to every account.
   • Meets Specified Conditions: Filter accounts by fields.
   • Specified Accounts: Select specific accounts from the account list.

Configure allowed products

1. Under Allowed Products in the target scope, select one option:
   • All Products: Allow all products.
   • Meets Specified Conditions: Filter products by fields.
   • Specified Products: Select specific products from the product list.
2. Click Save on the scope details page.

[!TIP] Use Meets Specified Conditions when you want new objects to enter the rule automatically. This reduces the work of maintaining explicit account or product lists.

Expected results

• The scope details page saves the account and product conditions.
• Business records show only products that meet both allowed-account and allowed-product conditions.

Configuration terminology

Related topics

• Available sales scope configuration overview
• Create an available sales scope
• Set available sales scope priority
• Use available sales scopes in business records