Topics started by jitin_mehndiratta
It is important that Account Data(in SFDC) be always in sync with Company Data(MDA) even when it comes to deletion. When an account is deleted or inactivated, it is important to ensure that the corresponding account in MDA company object should also be inactivated. This is achievable via Bionic Rules. Follow the following steps to achieve the mentioned use case: Set up Rule 1. Fetch SFDC Account Data () 2. Fetch Company Data from MDA 3. Merge Datasets 1 and 2 with the following settings: a. Merge Field : SFDC Account ID b. Retain all records from both Datasets 4. Create a Transformation task with Source as Dataset 3, filter based on following conditions: a. Account Id is blank or null b. Account Is Inactive in SFDC but active in Company. Actions Create "Load to Company " action on Dataset 4. [Action Type: UPDATE] Use "SFDC Account ID" as Identifier Add a Custom Field Mapping, Select "Status", Enter the default
It is a common use case to fetch the latest NPS score per account. Below post shows how you can fetch the latest NPS score using Bionic Rules: Step 1: Create a dataset task fetching account and Maximum Last Modified date as shown in the screenshot below: Dataset Task Name: Fetch Latest NPS Date Step 2: Create a dataset task to fetch all NPS scores Dataset Task name: Fetch all NPS scores Step 3: Merge above dataset tasks on “Last Modified date” Running the above rule will fetch you the latest NPS score per account. You can perform any action, Load to customer info or any other action to load latest NPS score.
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