Define logic and criteria within Data 360 to identify customers who require outreach based on specific data thresholds or customer signals.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: LWR and Aura |
| User Permissions Needed | |
|---|---|
| To access Data 360 Setup | System admin profile OR Data 360 Architect permission set |
Make sure that you’ve Data 360 data streams active, necessary Calculated Insights, and an active Service Campaign.
Detection rules continuously monitor your data streams. When a customer record meets your criteria, the rule creates a Service Campaign Member record and triggers the outreach component on your site. For example, a rule triggers when a battery health score falls below 20 percent.
- From the App Launcher, find and select Data 360.
- Select the Detection Rules tab and select New.
- Enter a unique name in the Rule Name field.
- Select the Data Model Object or Calculated Insight to monitor.
- Define the filter criteria in the Condition builder.
- Select Create Service Campaign Member in the Action dropdown menu.
- Select the relevant Service Campaign.
- Select Active to begin monitoring.
- Save your changes.