Rules Engine for Salesforce
Rules Engine for Salesforce
Contents 1. Introduction 2. Schema 3. Walkthrough
INTRODUCTION Install URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000QGG6 Demo video: https://www.youtube.com/watch?v=9E147e__9QY This application provides an easy way to setup and manage rules. Basically we are using objects Rules, Rule Criteria and Rule Action. Following are their functionality: Rules: Rule object is defining a rule on any object such as, Accounts, Contact, etc. with specified criteria and action. Rule Criteria: Rule criteria object is defining any criteria related to Rules such as “Industry” is equal to “Agriculture”. Rule Action: Rule action object is defining any rule related to Rules such as “Update Field” or “Insert classification”.
SCHEMA The application contains three objects Rules__c, RulesCriteria__c and RulesAction__c. It has following schema:
WALKTHROUGH
Create Rule i. ii. iii. iv. v.
Select the Rules tab from Rule Engine App Click on New button Enter fields Rule Name and object type (List of Objects in the Org is displayed). Click on Save. Rule is created and appears on list view.
1. Create rule Criteria. i. Select the rule under which you want to create rule criteria. ii. Under the Rule Criteria related list, click on new button. iii. Related Object is defaulted with the object that the rule is defined. Application
allows to select one of the children object related to object the rule is defined iv. Field Name: Application presents all the fields ( Field Name – Field API Name ) of the object selected in the related object v. In the Rule Object type field, the name of the object from the Rule is auto populated. vi. Enter the required fields. vii. Enter matching type, matching value viii. Click on save.
3. Create Rule Action i. ii.
Select the rule under which you want to create rule criteria. Under the Rule Action related list, click on new button.
iii.
Type : The type of action can be Update / Insert Classification . Related Object is defaulted with the object that the rule is defined. Application allows to select one of the children object related to object the rule is defined Field Name: Application presents all the fields ( Field Name – Field API Name ) of the object selected in the related object Enter value.
iv. v. vi. vii.
Click on save.
Contents 1. Introduction 2. Schema 3. Walkthrough
INTRODUCTION Install URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t90000000QGG6 Demo video: https://www.youtube.com/watch?v=9E147e__9QY This application provides an easy way to setup and manage rules. Basically we are using objects Rules, Rule Criteria and Rule Action. Following are their functionality: Rules: Rule object is defining a rule on any object such as, Accounts, Contact, etc. with specified criteria and action. Rule Criteria: Rule criteria object is defining any criteria related to Rules such as “Industry” is equal to “Agriculture”. Rule Action: Rule action object is defining any rule related to Rules such as “Update Field” or “Insert classification”.
SCHEMA The application contains three objects Rules__c, RulesCriteria__c and RulesAction__c. It has following schema:
WALKTHROUGH
Create Rule i. ii. iii. iv. v.
Select the Rules tab from Rule Engine App Click on New button Enter fields Rule Name and object type (List of Objects in the Org is displayed). Click on Save. Rule is created and appears on list view.
1. Create rule Criteria. i. Select the rule under which you want to create rule criteria. ii. Under the Rule Criteria related list, click on new button. iii. Related Object is defaulted with the object that the rule is defined. Application
allows to select one of the children object related to object the rule is defined iv. Field Name: Application presents all the fields ( Field Name – Field API Name ) of the object selected in the related object v. In the Rule Object type field, the name of the object from the Rule is auto populated. vi. Enter the required fields. vii. Enter matching type, matching value viii. Click on save.
3. Create Rule Action i. ii.
Select the rule under which you want to create rule criteria. Under the Rule Action related list, click on new button.
iii.
Type : The type of action can be Update / Insert Classification . Related Object is defaulted with the object that the rule is defined. Application allows to select one of the children object related to object the rule is defined Field Name: Application presents all the fields ( Field Name – Field API Name ) of the object selected in the related object Enter value.
iv. v. vi. vii.
Click on save.
