Building an Insight's Rules

The Rule Builder page gives you a quick way of building a rule for your insight.

  1. Click a template option in the Select Template panel.

    2. For example, if you click IF A AND B, you get fields for a rule with that structure:

  2. Select a signal in the first field of each line.
  3. Choose a comparison operator in the next field. The selection of operators you get depends on what you chose in the first field. If you chose a boolean signal, you also get No/Yes options.
  4. If appropriate, you now get an additional field to choose another signal to compare with the first one. Select a signal in the drop-down.
  5. Continue adding details to the rule until it is complete.
  6. Use the handle areas on the right to drag around parts of the rule to different positions.
  7. Use the plus icon to add more lines to the rule.
  8. Click one of the blue bars on the left of the line to toggle between IF-OR and IF-AND.
  9. If you need to delete a line, use the trash can icon. (This is available only if more than one line exists in the rule.)

  10. Click Save when your rule is ready.

Running Tests on the Rule

You can test a rule to see how many matches there currently are for the rule.

Note: The test function does not work for rules in a Contact Insight scope.

  1. Click the Run Tests button to begin.
  2. Click the Matched and Missed segments in the chart to get a list of the matches and misses, respectively.
  3. Click an individual item in the list to go to the relevant Salesforce record. (You can do a type-ahead search for the opportunity/account plan you want to look at.)

  4. For a list of the signals for a particular object, click the eye icon on the right. Lines that passed are shown in green. Lines that failed are red. Untested or uncalled lines are shown in black.