rulee is a native Salesforce app that provides the capability to add, update and delete records based on user-defined assignment rules. Users can define what records to create, update or delete based on a set of criteria that must be met before the records are added, updated or deleted. A preview of the records to be added, updated or deleted is provided, and then once the user confirms, the changes can then deployed.
Included with ascend
Define. Preview. Deploy.
ruli Records Manager In Action.
Screenshots of various processes.
02 RuleDefines what objects will be added, updated, or deleted based on the criteria defined.
03 Record to AddSpecifies what records are to be created and how many points are required to create records.
04 Record to UpdateSpecifies what records are to be updated and how many points are required to update records.
05 Record to DeleteSpecifies what records are to be deleted and how many points are required to delete records.
06 Criterion to MatchSpecifies what criteria that are to be matched in to perform record creates, updates and deletes, and how many points are awarded.
07 Preview ChangesAllows user to preview and update changes before deployment.
08 Deploy ChangesDeploy changes based on the rules defined.
"I have been using ruli for a few years now and it’s amazing. I know that there are a lot of new features that I’m not currently using; however, I will learn them soon."