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Gainsight Inc.

Bionic Rules for Account vs. Relationships

Bionic Rules can be built for both Account and Relationship levels and support actions based on the option selected.

Action Account Relationship
Call to Action ( Create or Update) Yes Yes
Call to Action (Close) Yes Yes
Load to Usage Yes NA
Load to Customers Yes NA
Load to Milestone Yes No
Load to Feature Yes NA
Set Score Yes
(only for existing customers)
No
Set Score 2.0* Yes Yes
Load to SFDC Object Yes NA
Load to MDA Subject Area Yes NA
Load to Relationship Yes NA
Load to Company Yes NA
Success Plans Yes Yes
Load to Relationship Related Objects NA Yes
Load to Company Person  Yes No
Load to Relationship Person Yes Yes
Load to Scorecard History Yes Yes

For general information on Relationships, see Relationships Overview. If you have Relationship types setup in your org, you can also create a rule for a relationship. You must select the appropriate Relationship Type from the drop-down list.

The following image shows the Relationship Type field and the options available in the drop-down list for this field.

All data sources are supported as source objects in the left panel in the Setup Rule screen. Source objects are categorized as:

  • Relationship related objects
  • All other objects

Objects.gif

Note: When you set up a Bionic Rule for Relationship Type, key fields related to a particular object are automatically added in the Show area. For example, if Relationship object is selected, Relationship ID and Relationship Account fields are automatically added in the Show section. The fields are dependent on the Relationship Setup.

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