Activity Forums Salesforce® Discussions Explain the rules for automation in Salesforce?

  • Deepak

    Member
    August 28, 2019 at 5:57 am

    Automation rules are definitely the heavy lifters in the automation tools toolbox. They’re both powerful and flexible, which makes them a popular choice when automating. They’re also the most comprehensive automation tool offered by Pardot. But as the old saying goes, “When you have a hammer, everything looks like a nail.” We look at what automation rules do and why you use one, so you can make smart decisions about when to use your “hammer.”

    Automation rules allow you to perform certain marketing and sales actions based on criteria that they specify. Automation rules continuously look for prospects who match the rule criteria. They are retroactive; but any changes after the rule becomes live are not.

    A few things to note about automation rules:

    Automation rules also begin in the “paused” status. This allows the user to preview matches before resuming the rules for the actions to take place.
    You can set automation rules to repeat if you select the repeat rule checkbox. This option lets you control how many times the rule can match a prospect.

    If you leave repeat rule unchecked and an existing automation rule is updated, the automation rule does not match already matched prospects for the same rule.
    Deleting an automation rule stops it from running, but the actions it has already applied to prospects is not undone. An automation rule resumes if the rule is ever restored from the recycle bin and restarted.

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