---
title: Automation Rules
slug: guide/automation-rules
description: Set up automation rules in Unaric Guide to trigger help content, notifications, and actions automatically based on user behavior and Salesforce events.
docTags: 
createdAt: 2025-08-22T00:42:08.746Z
---

Establish rules for notice delivery based on triggers within Salesforce.

## Create automation rules

1. In the **Improved NoticeBoard** app, navigate to the **Automation Rules **tab.
2. Click the **New **button.
3. 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.
4. Click **Save **to finish.

## Run rules manually

1. In the **Improved NoticeBoard** app, navigate to the **Automation Rules **tab.
2. Find the rule you want to run and click the **Tools **button next to it.
3. 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.

:::hint{type="warning"}
Schedule rules run all your active automation rules. You cannot activate or deactivate them individually.
:::

### Set schedule rules

1. Go to **NoticeBoard for Salesforce**.
2. Navigate to the **Automation Rules** tab.
3. Click the **Schedule Rules** button at the top-right of the rules table.
4. Select frequency, date and time.
5. Click **Save **to finish.

### Abort schedule

1. In the **Automation Rules **tab, click the **Abort Schedule** button. 
2. Click **Confirm. **This will abort all set up batches.

## Deactivate or delete rule

1. In the **Improved NoticeBoard** app, navigate to the **Automation Rules **tab.
2. Click the **Tools** button next to the rule to open the dropdown menu and select **Deactivate** or** Delete**.
3. Click **Confirm **to finish.

## Clone rule

1. In the **Improved NoticeBoard** app, navigate to the **Automation Rules **tab.
2. Click the **Tools** button next to the rule to open the dropdown menu and select **Clone**.

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