Rules Engine
- Admin Guides
- Application of Statistical Functions in Bionic Rules
- Bionic Rules - Prerequisite Knowledge and Limitations
- Bionic Rules for Account vs. Relationships
- Bionic Rules Task Creation
- Bionic Rule Period Over Period Comparison Calculation
- Call External API Action Type
- Configure Bionic Rules (path)
- Create a New Rule
- Cron Expression for Advanced Scheduler in Rules Engine
- Enable Access to Permissions - Rules Load Actions
- Enable Debug Level Logging
- Export to S3 from Bionic Rules
- Field Deletion in Rules Engine
- Formula Fields in Bionic Rules
- Getting Started with Bionic Rules
- Join Types
- Load to Cases Action Type
- Load to People using Rules Engine Action Type
- Load to PX Action Type
- Load to Survey Action Type
- MDA Joins in Rules Engine
- Merge Tasks in Bionic Rules
- Pivot Tasks in Bionic Rules
- Rules Engine List View, Rule Chain View, and Timeline View
- Rule Action: Load To Feature
- Rule Chain
- S3 Dataset Task in Bionic Rules
- Scheduling Rules
- Setup Rule Action Types
- Transformation Tasks in many Bionic Rules
- Use Load to GS Opportunity Action type
- Use Rules to Load to SFDC Object or Gainsight Object
- Using Calculated Fields in Rules
- Tutorials
- Best Practices of Rules Engine
- Configure Product Bug Risk CTAs & Rules
- Configure Product Enhancement Risk CTAs and Rules
- Configure Sentiment Risk CTAs & Rules
- Configure Support Risk CTAs & Rules
- Create a Bionic Rule to Support Habits Reports
- Create a rule to determine the true NPS® score over a period of time
- Create Bionic Query to Send Emails to One User
- Create CTAs based on conditions
- Create Milestones for Relationships in Rules Engine
- Create Rule to Track Multiple Recent Risk CTAs
- Create Zendesk Tickets from Call External API Action Type
- Customer Categorization with Case Expression Formula field
- Find Usage Data Trends
- Identifying an Absence of Data via Bionic Rules
- Post Messages to Slack with Call External API Action Type
- Rule to Summarize Support Case Data
- Rule to update EBR Date with Milestone Date
- Track Onboarding Progress as a Health Score
- Tutorial: Create CTA when Customer’s Account Type changes
- Tutorial: Use Data Spaces in Rules Engine
- Tutorial - Aggregate Usage Data with Bionic Rules
- Tutorial - Automating Lifecycle CTAs: Build New Customer Call to Action
- Tutorial - Custom Grouping, Time Series, and Pivoting using Bionic Rules
- Tutorial - Automate Executive Business Review (EBR) Lifecycle Process
- Tutorial - Automating Risk Management CTAs: Customer Renewal Lapsed
- Tutorial - Automating Risk Management CTAs: Delayed Onboarding
- Tutorial - Automating Risk Management CTAs: Open Support Ticket for 21 Days
- Tutorial - Create CTA from Usage Data Using Calculated Field
- Tutorial - Create Rules for Benchmarking ARR/ASV
- Tutorial - Creating Milestones via the Rules Engine
- Tutorial - Identifying Accounts Without Sponsors and Chaining the Rule
- Tutorial - Loading Red/Yellow/Green Status to Scorecards via the Rules Engine
- Tutorial - No Support Tickets in 30-Day Window
- Tutorial - Aggregation in Custom Rules
- Tutorial - Performing Field Comparisons
- Tutorial - Preventing the Creation of Milestone Duplicates using Rules
- Tutorial - Setting Usage Data Metrics to Zero for Period X
- Tutorial - Trigger CTA for Untouched Support Cases
- Tutorial - Trigger Onboarding CTA when New Customer CTA Closes
- Tutorial - Use Rules Engine to Fetch CSM Information from Account Team Member to Customer Info
- Tutorial - Use Rules to Detect Data Issues in Salesforce.com
- Update Contacts with Email Opt-Out Configurations