Index
Introduction
The rules center page allows to control the creation and modification of folders, rule sets and their rules.
Folders - allow you to group scores, grades, segmentation rules, field cleaning rules
Rule Sets - define which object you want to target, which field, and define settings
Rules - define your scoring, grading, segmentation etc. rules
Creating a Rule Set
When creating a new rule set or rule the default status for those is determined by the default value specified in the custom setting for the application.
Note: Any changes made either to a rule set or one of its rule will always be reflected in the next scheduled engine execution.
Types of Rules
The rule set creation form requires filling out the target object and field. Depending on the rule set type - either Fixed Value or Points Based - the target field selection will be calculated accordingly.
As mentioned before the rule set types are:
Fixed Value: the rule set will apply a fixed value as specified by the rule matching a given record under the rule setPoints Based: the rule set will apply a cumulative score (therefore the fields it operates on must be numeric) for each rule matching a given record
Reversal Behavior
After having selected type and target a reversal behavior can be established for the rule and it contemplates the following:
Enabled: reversal of record value prior to the change made by the first rule that matched it in case of rule deletion and deactivation.Enabled on Rule Deletion Only: reversal of record value prior to the change made by the first rule that matched it in case of rule deletion only.Enabled on Rule Deactivation Only: reversal of record value prior to the change made by the first rule that matched it in case of rule deactivation only.Disabled: no reversal of record value prior to the change made by the first rule that matched it.
Evaluation of the rule can take place every time the Toolbox runs or at longer time intervals.
Reversal Behavior is a feature that allows to control what happens when a records is first processed by the Toolbox but subsequently falls out of scope (either because of the rule filter not applying anymore, the rule being deactivated/deleted, or the whole rule set being deactivated/deleted).
Reversal Behavior = Disabled | Reversal Behavior = Enabled On Deactivation Only | Reversal Behavior = Enabled On Deletion Only | Reversal Behavior = Enabled | |
A record is matched | The initial value for the record gets saved in a backup record. If the rule set type is If the rule set type is |
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A record was matched but has now fallen out of scope | The value applied by the Toolbox will stay (e.g.: value was The backup record is deleted. | The value the record had before getting changed by the Toolbox will be restored (e.g.: value was The backup record is deleted. |
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A rule matching the record is deactivated | If no other rule matches the record, the current record value stays and the backup record is deleted. If another rule matches the record, the record value is updated (fixed value applied or points recalculated). | If no other rule matches the record, the backed up value is restored and the backup record is deleted. If another rule matches the record, the record value is updated (fixed value applied or points recalculated). | If no other rule matches the record, the current record value stays and the backup record is deleted. If another rule matches the record, the record value is updated (fixed value applied or points recalculated). | If no other rule matches the record, the backed up value is restored and the backup record is deleted. If another rule matches the record the record value is updated (fixed value applied or points recalculated). |
A rule matching the record is deleted | If no other rule matches the record, the current record value stays and the backup record is deleted. If another rule matches the record, the record value is updated (fixed value applied or points recalculated). | If no other rule matches the record, the backed up value is restored and the backup record is deleted. If another rule matches the record, the record value is updated (fixed value applied or points recalculated). |
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A rule set is deactivated | The current record value stays and the backup record is deleted. | The backed up value is restored and the backup record is deleted. | The current record value stays and the backup record is deleted. | The backed up value is restored and the backup record is deleted. |
Execution Schedule
With the Execution Schedule, you can control when the evaluation of the rule should take place (every time the Toolbox runs or at longer time intervals).
Note: The actual speed of application will depend on the number of records in your Salesforce Org, as well as the number of rules, and number of records inside your reports
SalesWings Rule Creation
The rule creation requires to specify the report or, alternatively when Advanced Mode is enabled, the custom SOQL that selects the records to operate on.
Thoughts on Rule Priority
The priority determines in which order the various rules will be applied. This is more important for Fixed Value rule sets than Points Based rule sets. In the latter case all rules concur to calculate the final score and the rule priority, as a matter of fact, results inconsequential. However, in the former case, it protects a given record from being updated multiple times by peer rules that might include it in their selection (which is never ideal). This means that when a rule matches a record and updates its value any other peer rules won’t be allowed to do that.
Priority can be set by swapping row positions by means of drag and drop mouse action
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