---
schema_version: "1"
id: 5c181a4b1cc7a20eebe8dee093637cefd3536877aa0768014233e636f02cbaae
title: Guidelines for Creating and Editing Decision Matrices
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/considerations_for_decision_matrices.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.considerations_for_decision_matrices.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9cb4bee5c6f9d7a64f5419d0f7b9643c0c1917d4aecbd7a25eed1a121c4d7d73
description: Decision matrices require certain criteria to be met to successfully create versions or modify the data in existing versions.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Guidelines for Creating and Editing Decision Matrices

Decision matrices require certain criteria to be met to successfully create versions or modify the data in existing versions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions for clouds that have Business Rules Engine enabled</td></tr></tbody></table>

Review these guidelines to prevent errors in creating decision matrices and decision matrix versions.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:21.978021978021978%">
          <col style="width:78.02197802197803%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d31305e63">Category</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d31305e65">Guidelines</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e63 ">Matrix and matrix version names</td>
            <td data-label="Guidelines" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e65 ">Ensure that the name of a decision matrix and a decision matrix version starts with a
              letter and doesn't exceed 75 characters, including spaces. Don't start names with numbers
              and special characters.</td>
          </tr>
          <tr class="">
            <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e63 ">Matrix columns</td>
            <td data-label="Guidelines" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e65 ">
              <p>Create a header for each column in a decision matrix and avoid spaces in header names.
              </p>
              <p style="margin-bottom:0;">Header names are used as input and output variables in expression set versions that call
                the matrix.</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e63 ">Matrix rows</td>
            <td data-label="Guidelines" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e65 ">
              <ul>
                <li>Ensure that each row in a matrix is a unique combination of input values. If two rows
                  have the same values in the input columns, only the first row is saved.</li>
                <li>Enter data in every cell of every decision matrix row. A decision matrix with empty
                  data fields can't be saved. The exception is fields with the data type Boolean, which
                  appear blank when set to false.</li>
                <li>For numeric data in matrix cells, ensure that every value in a column has the same
                  number of decimal places. For example, 20 and 20.00 are considered as different values.
                </li>
              </ul>
              <p style="margin-bottom:0;">If a decision matrix version has more than 1,000 rows, you can see only the first 1,000 rows in
                the decision matrix builder.</p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Category" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e63 ">Editing matrix data</td>
            <td data-label="Guidelines" class="slds-cell-wrap" style="vertical-align:top;" headers="d31305e65 ">
              <p>UI-Based Editing: You can view and edit rows in the decision matrix builder if they have
                fewer than 1,000 rows. </p>
              <ul>
                <li>To modify a decision matrix version, ensure that the version isn’t active. If
                  the version is active, deactivate the version.</li>

                <li>Avoid changing the data type of an existing column header. When you change the
                  data type, the data in the column can be corrupted, requiring you to reenter all
                  the data.</li>

              </ul>
              <p>CSV-Based Editing: </p>
              <p>You can edit rows in the decision matrix builder
                if they have more than 1,000 rows. </p>
              <ul>
                <li>If you use a CSV file to update the data in a decision matrix version,
                  maintain consistency in the header names in the CSV file and the matrix.</li>

              </ul>
            </td>
          </tr>
        </tbody>
      </table>