When you are writing rules related to customer data that is not Account level data (looking at the Many of the 1:M side) - say Milestones, Contacts, Usage, Opportunities, Assets, there are lots of potential scenarios where you want the accounts that do NOT have something. An example? I want to fire a CTA for any customer who does not have a Contact marked as the Exec Sponsor.
So I want to be able to do this:
Evaluate this rule for all Customers (or perhaps with some filtering/segment on Customer Info or Account)
Find those Customers who do NOT have a Contact record that meets this criteria (Contact where Exec Sponsor checkbox = True)
Create a CTA for the CSM to Identify Executive Sponsor
Today: you need to add something to the Account or CustomerInfo to track this (so extra field + 2 rules required to do this)
I was surprised this was not out in our Community as an idea so I'll post to see the interest in this from all of you. (A Left Outer Join option against Customer or filtered set of Customers)
Released
Need rules that check for the absence of a condition for a set of customers
Here is the solution for MDA data.
Use MDA joins and get the Report or run a Rule on In-active customers (absence of data). Here are the steps to get the same.
Step 1) Navigate to Administration tab | Data management section | Select the MDA-Account object
This step assumes that you have created a custom object for Account and loaded the data. Select Account Id field of Account object (subject area), enable lookup to Account I'd field of Usage data or any other object
Step 2) Navigate to Reports, select MDA-Account object
You would notice Account object with '+' symbol on Account Id field. Expanding 'Account Id' field would list the Lookup object fields (Usage data).
Step 3) Create a Report or Rules as mentioned below
Select Account Id, Account Name from MDA- Account object, measures like 'Logins' or 'PageViews' from Usage data object.
Step 4) Apply filter on 'PageViews' equal to Null and Run the Report or Rules.
This step is eliminate the accounts, which has data for Page Views and show you remaining
Use MDA joins and get the Report or run a Rule on In-active customers (absence of data). Here are the steps to get the same.
Step 1) Navigate to Administration tab | Data management section | Select the MDA-Account object
This step assumes that you have created a custom object for Account and loaded the data. Select Account Id field of Account object (subject area), enable lookup to Account I'd field of Usage data or any other object
Step 2) Navigate to Reports, select MDA-Account object
You would notice Account object with '+' symbol on Account Id field. Expanding 'Account Id' field would list the Lookup object fields (Usage data).
Step 3) Create a Report or Rules as mentioned below
Select Account Id, Account Name from MDA- Account object, measures like 'Logins' or 'PageViews' from Usage data object.
Step 4) Apply filter on 'PageViews' equal to Null and Run the Report or Rules.
This step is eliminate the accounts, which has data for Page Views and show you remaining
I'm working with multiple customers (Infomatica, Bazaarvoice, Bright Horizons,....)who are trying to report on various 'absence of data' scenarios (as Denise is describing -- whether it's customers without milestones or customers without Success Plans). If Ashok's steps are the answer to these questions, could we get a customer facing tutorial to share?
+4This ability to support rules where no data exists for the condition is planned to be added as a feature for our Rules Engine.
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