Notes:

Pre-Requisites

  • This tutorial requires use of the Account Team Member object in Salesforce.com.  
  • If you do not have this enabled, you may still leverage concepts used in this tutorial to work with a separate picklist object.

Best Practice

  • You can create a CSM Lookup field in the Salesforce object Customer Info.

Account Team Member Object

This tutorial uses the Account Team Member object in SFDC. You can use other SFDC objects to setup the same rule based on your organization's configuration.  

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If your company uses the Account Team object in SFDC, review to determine the Team Role that will map to the CSM.

Select an account to define an Account Team.

Create CSM Field in the Customer Info Object

Create a custom field CSM in the SFDC object Customer Info. This provides a placeholder to tie back to the Account Team Member object to copy the CSM names into the Customer Info object.

To create a custom field:

  1. Navigate to Setup > Create > Objects.
  2. Select the object Customer Info.
  3. Click New in the Custom Fields & Relationships section.
  4. Select Lookup Relationship in the New Custom Field page. Click Next.
custom field in Customer Info.gif
  1. In the Choose the related object page, select User in the Related To option and click Next. This object can be related to User object as you fetch CSM user names.
Customer_Info__New_Relationship___Salesforce_-_Developer_Edition.png
  1. Assign Field Label CSM and Description (Optional) in the Create Custom Field screen and click Next. 
Name of the Custom field.png
  1. By default, there are a few field level security requirements enabled in this page. To change any security requirements, consult your SFDC administrator. In this case, select Visible and click Next.

Security Requirements.png

  1. Click Save to create the field. There are no updates required in this page.

Page Layouts.png

Create a Bionic Rule

Create Rule

In the Create Rule page:

  1. Enter the following information:
  • Rule Type:  Bionic
  • Rule For: Account
  • Rule Name: Admin: Pull CSM Name from Account Team Member
  • Folder: Select a folder for the rule.
  • Description: (Optional) Something denoting intent of the rule
  1. Click Next.
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Setup Rule

In the setup Rule page:

  1. Create a Dataset Task with the following information:
  • Task Name: CSM Info from Account Team Member
  • Task Description: (Optional)
  • Output Dataset Name: CSM Info from Account Team Member
  1. Select Salesforce and Account Team Member object.
  2. In the Show Fields section, select:
  • Account Team Member::Account Id
  • Account::Account Name
  • Account Team Member::Team Role
  • Account Team Member::User ID Name
  • Account Team Member::User ID
  1. In the Filters section, select Account Team Member::Team Role / equals / Account Manager
  2. Select Account Lookup: Account ID and click Save.

Setup Rule.png

Setup Action

Setup an Action on the created Dataset with the following configurations:

  • Action Type: Load to Customers
  • Field Mappings:
    • Account Team Member::Account Id REFERENCE -> Account (Reference)
    • AccountTeamMember:: User ID REFERENCE -> CSM (Reference)
  • Select the Criteria: Account Team Member::User ID / not equals / value / NULL (click the checkbox: Exclude records where User ID is Null)
  • Click Save.

Setup Action.gif

Validate/Schedule the Rule

When the rule is executed, any new rules will have CSM information available in the Customer Info object.

To demonstrate use of the CSM lookup field, in the test rule:

  1. In the Show Fields section, select:
  • Account::Id
  • Account::Account Name
  • Customer Info::CSM
  • Customer Info::CSM Name
  1. In the Filters Field, select Customer Info::CSM / Not equal to / NULL (check the checkbox)  -- this ensures we don't pick up NULL fields
  2. Click Next.

Test_Setup Rule.png

Create a Test Action

 
In the Setup Action screen, Owner Field now has access to Customer Info::CSM demonstrating that we have successfully brought the CSM information from the Customer Info object.
Test_Setup Action.png

Scheduling

You can schedule this rule to run on a daily basis to pick up any changes in the Account Team Member for each Account. For more information on how to schedule the rules, refer Scheduling and Executing Rules.