Learn how to enable the Zuora Rules Engine by configuring settings and permissions in Zuora Config and Salesforce.

1. Install and configure the Zuora Quotes package. The Zuora Rules Engine is offered as part of the Zuora Quotes package.
2. In Advanced Quoting Configuration Settings in Zuora Config, select Enable Rules Engine.
3. In Advanced Quoting Configuration Settings in Zuora Config, review and set the below rules engine settings:

   • Enable Force Recalculation

   • Enable Real Time Rule Calculation

   • Display Rules Engine Change Logs

4. Add users to the permission set.
5. Add the following tabs in Salesforce: Rules , Filter Conditions, Calculated Values.

   To allow the rules to be used on the Quote Studio page, you must enable the Rules Engine for Quote Studio setting under Zuora Config > Quote Studio Settings > Admin Config.