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Create a Standard Decision Matrix by Using a CSV File

Use a CSV file to create decision matrices, especially if you're dealing with sizable data, and save the time and effort of manually creating column headers and adding row data.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions for clouds that have Business Rules Engine enabled
User Permissions Needed
To create, update, and delete decision matrices and matrix versions: Rule Engine Designer
To use decision matrices in Business Rules Engine: Rule Engine Runtime
  1. Click App explorer icon., and then find and select Business Rules Engine.
  2. Click the app navigation menu, and then select Lookup Tables.
  3. Click New.
  4. Select Decision Matrix, and then click Next.
  5. Enter a name for the decision matrix.
  6. For Type, select Standard.
  7. Save your changes.
  8. On the Related tab of the record page for your new decision matrix, click version 1 of the matrix.
  9. On the Matrix tab of the version, click Upload CSV File | Upload Files.
  10. Select the CSV file from your computer.
  11. Select the header type for each column as Input or Output.
    The default is Input.
  12. Set the data type for each column.
    The default is Text.
  13. Click Upload | Done.
  14. To see the data rows, refresh the browser.
    Note
    Note If the number of rows exceeds 1,000, only the first 1,000 rows are shown. Any data errors appear in the affected cells.