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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 No
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 No
Load to Relationship Related Objects NA Yes
*Note: In Bionic Rules, you will not be able to set scores for scorecards created using Scorecard 2.0 option. The Set Score 2.0 option will not be available in the list of Actions. For this purpose, Gainsight recommends using Custom Rules to set the score for Scorecards 2.0.

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.

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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