While tweaking a Bionic Rules that powers our NameDrop config, I ran into a need to merge datasets based on the first 15 characters of a field value.
A lot of our Telecom companies have Account::Industry values that different suffixes.... for example:
Telecommunications - IT Services
Telecommunications - IT
Telecommunications
Telecommunications - Corporate
I wanted to do a merge on companies where the industry field simply starts with "Telecommunications", regardless of what the suffix was.
I did this by creating a formula field on Customer Info that was "Left(Account::Industry,15)" which just grabs the first 15 characters of the field value. I was then able to do my desired merge on this formula field and achieve my desired result.
Is there a way I can do this in bionic rules or MDA without making a Salesforce formula field? I anticipate this will be a common scenario in customers that adopt the NameDrop concept.
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Hi Will,
"Merge" based on "contains" field is not currently supported in Bionic Rules. This is in the backlog but not yet prioritized for any release.
I will keep you posted on this.
Regards,
Jitin
"Merge" based on "contains" field is not currently supported in Bionic Rules. This is in the backlog but not yet prioritized for any release.
I will keep you posted on this.
Regards,
Jitin
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