Automation Rules
Establish rules for notice delivery based on triggers within Salesforce.
Create automation rules
- In the Improved NoticeBoard app, navigate to the Automation Rules tab.
- Click the New button.
- Complete the following fields as required:
- Automation Rule Name: A unique name to identify the automation rule.
- Description: Add a description for context on the business purpose of the rule.
- Notice Template (Required): The predefined notice template that defines the message format and structure.
- Object Message Template: Allows rich-text customization of the notification body, with merge fields for dynamic data.
- Rule-triggering Object (Required): The Salesforce object that triggers the automation rule (e.g., Account, Opportunity, Case).
- Recipients Definition – method of defining who receives the notice (via Triggering Object or Notice Template).
- Select Recipient-defining field – if using Triggering Object, you select which field determines the recipients.
- Recurrence (Required):The maximum number of times the automation will run to a given user.
- Conditions (Field / Operator / Value) – criteria for when the rule fires.
- Click Save to finish.
Run rules manually
- In the Improved NoticeBoard app, navigate to the Automation Rules tab.
- Find the rule you want to run and click the Tools button next to it.
- Select Run to finish.
Schedule rules
Establish schedule rules to activate automation rules according to a defined timeline, rather than having them run manually. Use cases include:
- Onboarding: Delay activation of rules until the start date of a new onboarding cycle.
- Campaigns: Prepare communication or notification rules in advance, scheduling them to go live with a campaign launch.
- System Updates: Schedule rules to align with releases or other workflow changes.
Schedule rules run all your active automation rules. You cannot activate or deactivate them individually.
Set schedule rules
- Go to NoticeBoard for Salesforce.
- Navigate to the Automation Rules tab.
- Click the Schedule Rules button at the top-right of the rules table.
- Select frequency, date and time.
- Click Save to finish.
Abort schedule
- In the Automation Rules tab, click the Abort Schedule button.
- Click Confirm. This will abort all set up batches.
Deactivate or delete rule
- In the Improved NoticeBoard app, navigate to the Automation Rules tab.
- Click the Tools button next to the rule to open the dropdown menu and select Deactivate or Delete.
- Click Confirm to finish.
Clone rule
- In the Improved NoticeBoard app, navigate to the Automation Rules tab.
- Click the Tools button next to the rule to open the dropdown menu and select Clone.