Admin - Advanced Rules Engine - SFDC

Admin - Advanced Rules Engine - SFDC

This 2 part course will prepare you to work with advanced features of Gainsight's Rules Engine. This course covers the following topics: Using Merge, Pivot and Transformation Tasks, Sourcing Both Salesforce And MDA Data, and Creating Actions to Load Data, Set Scores, Create CTAs

About this course

In this 2 part (2 hours each) session we dive deeper into the use of Rules Engine and Configuring Advanced Rules. We explore creating multiple dataset tasks, merge, pivot, and transformation tasks to create the final record set needed to take action with. Additionally, we work through exercises to load data, set scores and create CTAs. All while discussing best practices.

Curriculum02:58:39

  • Admin - Advanced Bionic Rules - SFDC - Part 1
  • Admin - Advanced Bionic Rules - SFDC - Part 2
  • Admin - Advanced Bionic Rules - SFDC - Part 3
  • Admin - Advanced Bionic Rules - SFDC - Part 4
  • Admin - Advanced Rules Engine Quiz
  • Admin Workbook

About this course

In this 2 part (2 hours each) session we dive deeper into the use of Rules Engine and Configuring Advanced Rules. We explore creating multiple dataset tasks, merge, pivot, and transformation tasks to create the final record set needed to take action with. Additionally, we work through exercises to load data, set scores and create CTAs. All while discussing best practices.

Curriculum02:58:39

  • Admin - Advanced Bionic Rules - SFDC - Part 1
  • Admin - Advanced Bionic Rules - SFDC - Part 2
  • Admin - Advanced Bionic Rules - SFDC - Part 3
  • Admin - Advanced Bionic Rules - SFDC - Part 4
  • Admin - Advanced Rules Engine Quiz
  • Admin Workbook