Using Real-Time rule to project Company Attribute change date[Automatically]

  • 12 November 2021
  • 1 reply
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Userlevel 4
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Hi There,

Recently I have seen some use-cases where user wants to populate a Company attribute change date automatically. As an example, user wants to project the Segment Change Date as and when the Segment attribute on the Company is modified, rather that CSM updating it manually.

To achieve this use-case-

  1. First, you need to create a Low volume object with the fields that you want to track, along with Company ID.
  2. Then, configure a Real-Time rule to  load changes to this object using Company event.
  3. Lastly, create a simple rule, to fetch from this low volume object with MAX aggregation on the Change Date and update to Company attribute using “Load to Company”. And schedule this rule to run daily.

 

Here is small video on this use-case-

 

 

 


1 reply

Userlevel 3
Badge +2

PS - If the data that is changing - and therefore being tracked in the Low Volume object - is being updated via a Connector 2.0 job it will not work. I had to write one more rule that Updates the Company record for the synced field in order to ‘trigger’ the real-time rule. 

 

Just in case this helps anyone out there.

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