We have completed a series of tutorials focused on the Rules Engine based on common things you may encounter. They can be found in the Rules Engine section of our Support site, and all 10 are linked below:
- Tutorial - Performing Field Comparisons
- Tutorial - Use Rules to Detect Data Issues in Salesforce.com
- Tutorial - Setting Usage Data Metrics to Zero for Period X
- Tutorial - Create CTA from Usage Data Using Calculated Field
- Tutorial - Loading Red/Yellow/Green Status to Scorecards via the Rules Engine
- Tutorial - Identifying Accounts Without Sponsors
- Tutorial - No Support Tickets in 30-Day Window
- Tutorial - Trigger Onboarding CTA when New Customer CTA Closes
- Tutorial - Use Rules Engine to Pull CSM Field from Account Team to Customer Info
- Tutorial - Creating Milestones via the Rules Engine