Rules Engine (Bionic Rules) Last updated May 2, 2024 Save as PDF QuerySearch AboutNo image availableRules Engine OverviewAdmin GuidesNo image availableGetting Started with Rules EngineCreate Tasks in Rules EngineExport to S3 from Rules EngineS3 Dataset Task in Rules EngineApplication of Statistical Functions in Rules EngineConfigure Rules (path)Cron Expression for Advanced Scheduler in Rules EngineCustomer Categorization with Case Expression Formula fieldFormula Fields in Rules EngineMerge Tasks using Rules EnginePeriod Over Period Comparison in Rules EnginePivot Tasks in Rules EngineRules Engine - Prerequisite Knowledge and LimitationsRule ChainSchedule and Execute RulesTransformation Tasks in Rules EngineUsing Calculated Fields in RulesShow allFAQsNo image availableRules Engine Troubleshooting and FAQsFAQs - Deprecation of Bionic Rules: Transitioning to Enhanced Horizon RulesReal-Time RulesNo image availableConfigure Real-Time RulesEvents in Real -Time RulesReal-Time RulesTutorial: Post Message to Slack when External Event Occurs using Real-Time RulesTutorial: Sync Company Updates to SFDC Account using Real-Time RulesTutorial: Sync Company Updates to External Application using Real-Time RulesSet up Rule Action TypesNo image availableCall External API Action TypeClose CTA Action TypeConfigure Load to SFDC Objects Action TypeCreate CTA Action TypeLoad to Cases Action TypeLoad to Company Action TypeLoad to Gainsight Object Action TypeLoad to GS Company Forecast Action TypeLoad to People Action TypeLoad to PX Action TypeLoad to Relationship V2 Action TypeLoad to Scorecard History Action TypeLoad to Success Plans 2.0 Action TypeLoad to Survey Action TypeLoad to User Action TypeSet Score 2.0 Action TypeSet up Rule Action Types OverviewShow allTroubleshootingNo image availableHandle CTA Creation Failure ErrorTroubleshoot Timeout Errors in RulesRule Setup: Unable to Select Some Action TypesTutorialsNo image availableAggregate Usage Data with Rules EngineBest Practices of Rules EngineCreate Zendesk Tickets from Call External API Action TypePost Messages to Slack with Call External API Action TypeSponsor Tracking Rule for RelationshipsUpdate Contacts with Email Opt-Out Configurations
