Signals

The insights and accompanying rules contained in Max knowledge domains make use of signals. A signal is a field that can be referenced in Max insight rules and in insight text.

• The text of a Max insight can include references to signals. The reference serves as a placeholder, and is replaced by the signal value when the insight is shown to the user.

  In the example highlighted below, the insight will display the number of days since the relevant opportunity was last modified (Days Since Last Modification):

  

• An insight rule determines when the insight is shown to the user, based on the signal(s) included in the rule's logic.

  In the example highlighted below, the field Days Since Last Modification is used in the logic to determine whether the insight is shown or not:

  

Max comes with a range of signals already set up. See the Available Terms box indicated in the example below:

If the signal you need is not already available in Max, your Salesforce system administrator can add a custom signal.