Bionic Rules can be built for both Account and Relationship levels and support actions based on the option selected.
|Call to Action ( Create or Update)||Yes||Yes|
|Call to Action (Close)||Yes||Yes|
|Load to Usage||Yes||NA|
|Load to Customers||Yes||NA|
|Load to Milestone||Yes||No|
|Load to Feature||Yes||NA|
(only for existing customers)
|Set Score 2.0*||Yes||Yes|
|Load to SFDC Object||Yes||NA|
|Load to MDA Subject Area||Yes||NA|
|Load to Relationship||Yes||NA|
|Load to Company||Yes||NA|
|Load to Relationship Related Objects||NA||Yes|
|Load to Company Person||Yes||No|
|Load to Relationship Person||Yes||Yes|
|Load to Scorecard History||Yes||Yes|
For general information on Relationships, see Relationships Overview. If you have Relationship types setup in your org, you can also create a rule for a relationship. You must select the appropriate Relationship Type from the drop-down list.
The following image shows the Relationship Type field and the options available in the drop-down list for this field.
All data sources are supported as source objects in the left panel in the Setup Rule screen. Source objects are categorized as:
- Relationship related objects
- All other objects
Note: When you set up a Bionic Rule for Relationship Type, key fields related to a particular object are automatically added in the Show area. For example, if Relationship object is selected, Relationship ID and Relationship Account fields are automatically added in the Show section. The fields are dependent on the Relationship Setup.
The following articles walk you through the basic steps to create a Bionic Rule: