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Simplify and expose field mappings from rules engine

  • 14 April 2015
  • 2 replies
  • 70 views

Userlevel 3
Would like more direct access to all field mappings, sources and update frequencies for the Customer data. For example, we can have several different rules populating the customer info fields but need to access that via each rules.
I've used a naming convention to separate Load to Customer rules from CTA triggering rules but it's still difficult to track or we can potentially have rules that overwrite values. In most cases, these are universal mappings and do not require specific filtering and scheduling configurations like we do with CTAs.

2 replies

Userlevel 6
Would a filter on rules that load to Customers or similar action be useful in this scenario?

Rules engine is a loose coupling over the objects in SFDC, so a direct access to field mappings may not be possible.
Userlevel 3
It would be useful but I have that covered with the naming convention. 

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