Published at: 2026-09-17
Available sales scope configuration overview
Control which products business users can sell by configuring switches and sales boundary rules.
Configuration goal
Available sales scopes limit the products that different sales organizations, accounts, and partners can purchase. After configuration, the system matches rules in opportunities, quotes, sales contracts, and sales orders. It filters available products and supplies price book prices.
Configuration objects
| Configuration object | Purpose | Configurable content |
|---|---|---|
| Feature switches | Control whether available sales scopes take effect. | Price Books and available sales scope main switches |
| Basic rules | Define sales boundaries. | Applicable organizations, applicable partners, and visibility |
| Accounts allowed to purchase | Define who can purchase. | All accounts, accounts meeting conditions, or specified accounts |
| Products allowed to sell | Define what users can sell. | All products, products meeting conditions, or specified products |
| Advanced switches | Control multiple-rule and duplicate-rule handling. | Priority and duplicate checks |
Prerequisite
Available sales scopes depend on price books. Enable price books in Setup before enabling available sales scopes.
Recommended order
- Enable price books and available sales scopes.
- Create an available sales scope and enter basic information.
- Configure account and product conditions.
- Set the priority switch as needed.
- Set duplicate checks according to the number of rules.
- Validate product filtering and price fill-in in business records.
Configuration terminology
Use Designated Account, Designated Product, Meet Specified Conditions, Product Scope, Sellable Product, and Sellable Account for the corresponding rule options.