Goal of Rule:
We are using the Contract object in SF, so I want to ping that object by account, and then, fire an CTA based on the Contract Start Date of the contract with the largest NCV.
Current Process:
Task 1: Dataset
Use Contract Object and pull all contracts with the status of Active
Show: Account ID, Contract Number, Contract Start Date, Contract End Date, NCV
Task 2: Transformation
Take data from the first pull
Show: Same fields, but click on NCV and choose Max of NCV
That's where I run into issues. So, for example account, I have two active contracts. Let's say 1 for $10 with a contract start date of July of 2018, and another one for $5 with a contract start date of April of 2019. I only want the transformation to return that first contract so that when I write my On-boarding rule, it gets excluded because the start date is not recent. I tried to do a Merge of the Dataset and the Transformation, but that didn't work either.
Does that make sense? Any ideas what I'm doing wrong?
Best answer by kate_green
View original