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Overview

Simple Conditions leverage Condition Lines for their logic and can handle less complex use cases. They can be created by an admin user or a standard user in the Salesforce user interface. A Simple Condition has two parts: the Condition record itself, and the Condition Lines that hold its no-code logic. Create the Condition record first, then add its lines.

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Create a Simple Condition

1

Fill out the Simple Condition information

Enter the appropriate Simple Condition information:
  • Name
  • Record/Product Connection
  • Record Logic
  • Record Custom Logic — only required if you choose Custom for Record Logic
  • Description
2

Save the Condition

Click Save.
The New Simple Condition form with the Name, Record/Product Connection, Record Logic, and Description fields
3

Add Condition Lines

Once the Simple Condition has been created, add its Condition Lines — see Condition Lines below.
Once your condition records have been created, add them to a Price Book, a Tax Product, or a Renewal Path. To configure conditions specifically for taxes, refer to the Taxes End User Guide for setting up tax-related condition lines.

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Condition Lines

Condition lines are the criteria that drive a Simple Condition’s logic. Each line evaluates a field, value, and operator to decide whether a pricing or business rule applies, so membership, event registration, sponsorship, and other services align with your organization’s policies.
  • Definition: detailed criteria determining when a pricing or business rule applies.
  • Combination: multiple condition lines can be combined with logical operators (AND/OR) to define complex scenarios.
  • Application: applied to pricing rules, product configurations, discounting, or quote logic.
Here are some examples of how you might use Condition Lines for your organization:
  • Membership Discount Rules: Members get discounted pricing for conference registration.
    • Condition Lines:
      • Field: Account Membership Type
        Operator: Equals
        Value: Member
      • Field: Product
        Operator: Equals
        Value: Conference Registration
      • Logical Operator: AND
  • Early Bird Event Pricing: Discounted rates apply for registrations before a specific date.
    • Condition Lines:
      • Field: Registration Date
        Operator: Less Than
        Value: 2025-03-01
      • Field: Event Type
        Operator: Equals
        Value: Annual Conference
      • Logical Operator: AND
  • Bulk Discounts for Group Purchases: Discounts apply if more than 10 event tickets are purchased.
    • Condition Lines:
      • Field: Quantity
        Operator: Greater Than
        Value: 10
      • Field: Product
        Operator: Equals
        Value: Event Ticket
      • Logical Operator: AND

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Add Condition Lines

1

Open the Conditions app

Click the App Launcher and type in Conditions.
  • The App Launcher is the nine dots at the top left-hand side.
The App Launcher search box with Conditions typed in to open the Conditions app
2

Open the Condition Lines editor

Choose a Condition, scroll down to the Condition Lines component, and click Edit Conditions.
The Condition Lines component on a Condition record with the Edit Conditions button
3

Add or remove condition lines

From here, you can freely add or remove condition lines by clicking Add Row for either Record or Product Conditions.
The condition line editor with Add Row buttons for Record and Product Conditions

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Condition Line Fields

  • Attribute - What the Condition Line looks at when evaluating
    • For Product Conditions, the Attributes are Owned, In Cart, or Owned/In Cart
      • Owned looks at Purchase Activities related to the current customer for the Product
      • In Cart looks at whether the Product is in the current cart
      • Owned/In Cart looks at either
    • For Record Conditions, the Attributes are Order, Opportunity, Ship to Account, and Ship to Contact
      • Order and Opportunity are best for use cases such as taxes
        • These look at the related Order or Opportunity
      • Ship to Account and Ship to Contact are best for use cases such as location-based pricing
        • These look at the Account or Contact the order ships to
  • Field - The field on the Attribute that you wish to evaluate
    • Only for Record Condition Lines
  • Operator - How the Condition will evaluate. Things such as Equals, Not Equals, Greater Than, Less Than, etc.
  • Value - That for which you want to evaluate the Condition Line
The Record/Product Connection setting on the Condition controls how the Record condition lines and the Product condition lines are combined: AND requires both groups to pass, while OR requires only one of them. If you configure just one group of lines (only Record, or only Product), either setting works — the group you leave empty is ignored.

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Limitations and Common Pitfalls

  • Product condition lines are always combined with OR. You cannot require multiple Product condition lines together with AND; only Record condition lines honor the Record Logic setting (AND / OR / Custom).
  • The Record/Product Connection only matters when both groups exist. AND vs OR between the Record and Product groups only changes the outcome when you have configured both kinds of lines.