Rules engine update ideas: Post to Chatter and Concatenate
CS Data Management & Integrations
I've been building new rules to automatically provision accounts in Gainsight.The "Load to SFDC Object" action is really very useful!
But in doing that I've figured out 2 places where it's falling short:
1) I want to be able to build up a text string. Just like I do in the comments of CTA, I need to build up a string for a description or title. Right now I can only use a field I was able to get into the query. So back under Setup Rule, I'd love to be able to bring together multiple fields and static text to create a field I could then make use of.
2) I want to post to Chatter. In this particular instance, I'd like to post an update to the case I just created for the onboarding team. Ideally after creating a new record, the new record ID would be appended as an additional column in the results set. Then I could use that in the following action and post to that record's Chatter feed.
Both of these are easily achieved using Flows, but I'd love to keep all the logic in one place!
But in doing that I've figured out 2 places where it's falling short:
1) I want to be able to build up a text string. Just like I do in the comments of CTA, I need to build up a string for a description or title. Right now I can only use a field I was able to get into the query. So back under Setup Rule, I'd love to be able to bring together multiple fields and static text to create a field I could then make use of.
2) I want to post to Chatter. In this particular instance, I'd like to post an update to the case I just created for the onboarding team. Ideally after creating a new record, the new record ID would be appended as an additional column in the results set. Then I could use that in the following action and post to that record's Chatter feed.
Both of these are easily achieved using Flows, but I'd love to keep all the logic in one place!
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If you remove the https:// from the survey link -- the URL stays in the CTA Comments box. Now we have created a one-click access flow from the CTA to each unique survey response.
Steps:
1. I built a data space using NPSSurvey Response as the base object and pulled in SurveyId and ParticipantId.
2. I grabbed the URL from an existing Survey Result to get the URL structure that the SurveyID and Participant ID would plug into.
3. In the Rules Engine, I then built my CTA trigger, tokenizing the SurveyID and participantID in the URL of the create CTA comments section.
Example of a tokenized URL: xxxx.xxxxxx.force.com/apex/SurveyResponse?mode=REPORT_PREVIEW&surveyId=@SurveyID&participantId=@ParticipateID&showBack=0
**I wasn't sure how much of the first part of the link is org specific -- I removed everything before force.com.
My rule returned the Contact ID I wanted to update. So I did an Update SFDC Object and inserted a new Feed Item. The Contact ID mapped to the Parent Account field. And then I put my text into the Body field.
Only downside is that the comment text is a constant, but that worked in this case!
Is there a way to do this that I'm unaware of, or an update on this feature request? Thanks in advance!
Can't wait for the Fall update!
You will be able to concatenate only string fields as of now. Date fields cannot be concatenated.
Regards,
Jitin