Tutorial Overview

Subject: This tutorial demonstrates how to use Objects, Rules Engine, and Reports to check for Success Plans.
Scenario: Use this to check for customers without Success Plans
Complexity: Medium
Description: This tutorial demonstrates how to use Objects and the Rule Engine to establish if a customer does not have a Success Plan, then use Reports in order to display who does and doesn't have a Success Plan.
Challenges: Create a boolean field and move the value using the rule.
  1. Create field (boolean)
  2. Create Rule
  3. Create Action
  4. Create Report

Notes and Tips


  • This tutorial is presented for educational purposes only.
  • Always test your rules before running them in a production environment.
  • Understand your Salesforce environment before performing any operations which may affect your data.

Step 1 - Create Field (Boolean)

In this step, create a field "Has Success Plan?", which enables you to check for Success Plans.

Navigate to the Object Page

  1. Click your name.
  2. Click Setup.

Navigate to the Object Setup

  1. Type Object into the quick find box.
  2. Click Objects under Create.

Navigate to Customer Info

  1. Scroll down and click Customer Info.

Create a New Custom Field

  1. Scroll down until Custom Fields & Relationships is visible.
  2. Click New.

Create a New Custom Field - Checkbox (Boolean)

  1. Scroll down and click Checkbox (Boolean).
  2. Click Next.

Create a New Custom Field - Details

  1. Type in an appropriate Field Label.
  2. Default Value is set to Unchecked by default.
  3. Field Name is auto populated when clicked in the filed.
  4. Provide description in Description (optional) area.
  5. Click Next.

Create a New Custom Field - Security

  1. Depending on the desired access levels, the Field-Level Security settings may be changed.
  2. Click Next.

Create a New Custom Field - Layouts

  1. Verify all information is correct.
  2. Select the required Page Layout Name(s).
  3. Click Save.

Step 2 - Create a Rule

In this step, create a Rule that enables you to check for a Success Plan.

Name the Rule

  • Rule Type: Select Custom.
  • Rule For: Select Account.
  • Rule Name: Enter an appropriate name.
  • Description: Enter description (optional).
  • Click NEXT.

Add Fields in Show Area

  1. Select Native Data.
  2. Select the CTA Group  as source object.
  3. Add the following fields in Show:
    • CTA Group::Id
    • Account::Id
  4. Click NEXT.

Step 3 - Create an Action

In this step, create an action that sets the Has Success Plan? field as true if you have Success Plan.

  1. Click + ACTION.

Add Action Type and Field Mappings

  1. Select Load to Customers for the Action Type.
  2. These two fields will auto populate (Created from the "Show" section on Rule Setup)
  3. Select Account id as identifier [Account (string)].
  4. Click + FIELD MAPPING
  5. Select the custom field as Has Success Plan? (BOOLEAN).
  6. Select the checkbox to true (checked).
  7. Click SAVE.

Step 4 - Create Report

In this step, create a report to display account names that do or do not have a Success Plan.

  1. Navigate to Administration > Report Builder > click + REPORT.
  2. Enter a name for the Report.
  3. Select the Customer Info object
  4. Add the following fields in Show me:
    • Account Name
    • Has Success Plan?
  5. Click the filter icon and select Has Success Plan?.
  6. Set to equals or not equals.
  7. Select the check box.
  8. Click Apply (in the filter dialog).
  9. Click Apply to generate the report.