This tutorial provides guidelines on how Admins can fetch data from multiple sources such as SFDC, MDA, and Data Spaces. This tutorial will guide you to perform actions using the Bionic Rule type (in Rules Engine) which has the capability to transform fetched data in various ways and execute actions with a single Bionic Rule. Users can perform Historical Rule Executions faster using Bionic Rules because of the data volume.
Before you start exploring how to create tasks in Bionic Rules, be sure to read the Getting Started with Bionic Rules article.
Fetch from SFDC, MDA, or Data Spaces
Navigate to Rules Engine > RULES LIST tab > +RULE. The Create Rule screen is displayed.
Provide the following in the Create Rule screen:
- Select Bionic as Rule Type.
- Select Account checkbox as Rule For.
- Enter Rule Name.
- Enter Description [Optional].
- Click NEXT. You are navigated to the Setup Rule screen.
- Click DATASET TASK.
Enter the Task Name, Task Description, and Output Dataset Name. If you do not provide a value in the Task Name field, it is auto populated as per the format Fetch from <Object Name>; if you have used the Account object, the task name is auto populated as Fetch from Account (if you do not provide a Task name).
Note: Output Dataset Name auto populates from Task Name and it can be changed to different name.
In this use case, the following details are used:
- Task Name: Fetch from usage data [Maximum 80 characters and should be Alphanumeric; _ and space are supported]
- Task Description: Usage data fetch [ Maximum 200 characters]
- Output Dataset Name: Usage Data [Maximum 60 characters and should be Alphanumeric; _ and space are supported]. This gets pre-populated with the task name by default.
- Select Salesforce as data source from the drop-down list to fetch from SFDC (for example in this article). You can also select from Matrix Data, or Data Spaces available in the drop-down list to fetch from MDA (All data sources), or Data Spaces respectively.
Use our Gainsight Object Glossary to better understand the main MDA and SFDC objects and fields used in Gainsight.
Select Usage Data as the source object from Salesforce. The objects available in the data source selected in the previous step are displayed in this drop-down list.
Drag and drop the following fields from Usage Data in the Show section:
Drag and drop fields in the Filters section and apply logic as required. Advanced logic AND is applied on the selected filters automatically in the Advanced Logic section. You can modify the logical operator to OR. Advanced Logic is not case-sensitive in Setup Rule.
Click SAVE to create the task as configured. This task is now available for you to proceed further. You can also click PREVIEW to view the task results in a new window.
Field labels can be edited by clicking on the settings icon.
The following are the limitations for Bionic Rule task creation:
|Max # of tasks allowed||15|
|Max # of Show fields in each task||50||In Pivot task, we can pivot on a field using 200 cases|
|Max # of Group by fields in transformation tasks||10|
|Max # of filters allowed in each task||26||This limit is in filters of every task.|
|Max # of results displayed in Preview Results||100|
- Fetch tasks support data sources from SFDC, MDA (All data sources), and Data Spaces.
- Each field in every task can have a field label input by the user which will be used as a field alias while querying and as a output header in the csv result. While querying from usage data, if any of these field aliases contains reserved keyword, you must modify the Output Field Label name before clicking SAVE, otherwise it displays the following error message.
The Date is a reserved keyword and you need to change it. You can simply click the gear icon available for this field to rename the Output Field label within the context of this Bionic Rule, as shown in the following image. The Output Header name will be modified based on whatever name you give to Output Field Label (space will be replaced with ‘_’). Once you save the task, the Output Header cannot be changed.
Note: In general, "Date" is one of the reserved keyword(s) for Output Field Label.
- Group by Date and DateTime includes various functions at Day, Week, Month, Quarter, and Year. You can add Date field in the GroupBy section in any of the Transform tasks (Aggregate/Pivot). For more information about custom grouping, refer to the Custom Grouping, Time Series, and Pivoting article.
Note: By default Created Date is set to Day, and aggregation is allowed, but for DateTime aggregation is not allowed which means there will not be any drop-down list available for this field in the Show section. When you add Date/DateTime field in the GroupBy section, it automatically gets added in the Show section and you can see the available options for the same field under the Show section only if you selected the function (in GroupBy section) which can be aggregated (refer the image below).
Previously, you were not able to transform data using Custom Rules. Transform tasks that are supported in Bionic Rules include Merge, Transformation, and Pivot. For more information about how you can transform data into a polished, actionable dataset in Bionic Rules using the Merge, Pivot, and Transformation options, refer the following articles.