Overview

This tutorial explains how to configure:

  • Rule for creating CTAs when there is a change in sponsor attributes (company, location, or title)
  • Rule for creating CTAs that prompts you to delete a sponsor if the sponsor is deleted from SponsorTracking::Contact or SponsorTracking::RelationshipContact.

See Also:

Assumptions

  • A Relationship Type is already configured. This tutorial uses “PaaS” (Platform as a Service) as an example.

Rule for Tracking Sponsor Attribute Changes

To create a rule for sponsor tracking that triggers a CTA whenever there is a change in sponsor attributes:

  1. Under Edit Rule, enter or select the following details:
    • Rule Type: Select Custom.
    • Rule For: Select Relationship.
    • Rule Name: Enter the rule name. For example. Standard Sponsor Tracking Rule for PaaS.
    • Relationship Type: Select the Relationship Type. For example, PaaS.
    • Description: Enter description, if any.
  1. Click NEXT.
  2. Under Setup Rule, drag-and-drop the following fields from the

RelationshipSponsorTrackingHistory object in the Show section:

  • RelationshipSponsorTrackingHistory::Relationship (This field will be available by default)
  • RelationshipSponsorTrackingHistory::Relationship Name
  • RelationshipSponsorTrackingHistory::ChangedAttribute
  • RelationshipSponsorTrackingHistory::NewValue
  • RelationshipSponsorTrackingHistory::PreviousValue
  • RelationshipSponsorTrackingHistory::Contact Name
  1. Drag-and-drop the following fields in the Filters section.
    • GS Relationship::Relationship Type (This field and its value are available by default after you select the relationship type in step 1.)
    • RelationshipSponsorTrackingHistory::ChangedAttribute - equals - company.
    • RelationshipSponsorTrackingHistory::ChangedAttribute | equals | location.
    • RelationshipSponsorTrackingHistory::ChangedAttribute | equals | title.
    • RelationshipSponsorTrackingHistory::Created Date | greater or equal | Add N Days to Rule Date | -1.
    • RelationshipSponsorTrackingHistory::Created Date | less than | Rule Date.
  1. Modify the Advanced Logic to A AND (B OR C OR D) AND E AND F.
  1. Click NEXT.
  2. Under Setup Action, enter or select the following details:
    • Action Type: select Call To Action.
    • Priority: select High.
    • Type: select Risk.
    • Status: select New.
    • Playbook: select a playbook if you already have one for sponsor tracking related changes.
    • Reason: select Sponsor Change.
    • Owner Field: select the owner for the CTA being created.
    • Due Date: Run Date + 5 Days.
    • Default Owner: enter a default owner.
  • Post update to chatter: select Always.
  • Post update to comments: select Once.
  • Comments: enter <${RelationshipSponsorTrackingHistory::Contact Name}> has changed <${RelationshipSponsorTrackingHistory::ChangedAttribute}> from <${RelationshipSponsorTrackingHistory::PreviousValue}> to <${RelationshipSponsorTrackingHistory::NewValue}>.

Note: Type @ to see the token values for Comments.

  1. Click SAVE.

Rule for Tracking Sponsors to be Deleted

Similar to Rule for Tracking Sponsor Attribute Changes, you can configure a rule for tracking sponsors that are to be deleted.

  1. Under Setup Rule, drag-and-drop the following fields in the Show section.
    • SponsorTracking::GSRelationship (This field is available by default as you select the relationship type while creating the rule)
    • SponsorTracking::SponsorFullName
    • SponsorTracking::Account
    • SponsorTracking::GSRelationshipName
    • Account::Created By ID Name
    • SponsorTracking::Account Name
  1. Drag-and-drop the following fields in the Filters section:
    • GS Relationship::Relationship Type. (This field is available by default after you select the relationship type while configuring the rule.)
    • SponsorTracking::Contact | equals | NULL.
    • SponsorTracking::Last Modified Date | greater or equal | Add N Days to Rule Date | -1.
    • SponsorTracking::RelationshipContact | equals | NULL.
  1. Modify the Advanced Logic to A AND C AND (B OR D).
  1. Click NEXT.
  2. Under Setup Action, enter or select the following details:
    • Action Type: select Call To Action.
    • Priority: select High.
    • Type: select Risk.
    • Status: select New.
    • Playbook: select a playbook if you already have one for sponsor tracking related changes.
    • Reason: select Sponsor Change.
    • Owner Field: select the owner for the CTA being created.
    • Due Date: Run Date + 1 Days.
    • Default Owner: enter a default owner.
  • Post update to chatter: select Always.
  • Post update to comments: select Once.
  • Comments: enter The contact <${SponsorTracking::SponsorFullName}> of Relationship <${SponsorTracking::GSRelationship Name}> has been deleted.

Note: Type @ to see the token values for Comments.

  1. Click SAVE.