Loading
Salesforce now sends email only from verified domains. Read More
Market to Your Customers with Account Engagement
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Automation Rule Examples

            You are here:

            1. Salesforce Help
            2. Docs
            3. Marketing Cloud Account Engagement

            Automation Rule Examples

            Automation rules perform actions based on criteria. Here are some examples of common automation rule use cases.

            Change Prospect Profile

            This rule changes a prospect’s profile to Executive Buyer if the person is in Texas, works at a midsize company, and has a particular score for corporate culture.

            Example
            Example

            Rules

            • Match Type | Match All
            • Prospect default field | State | is | TX
            • Prospect account field | Number of Employees | is between | 100 and 250
            • Prospect custom field | Corporate Culture | is between | 8 and 10

            Actions

            • Change prospect profile | Executive Buyer
            example of automation rule used for grading

            Add Prospects to a List

            This rule adds a prospect to the Newsletter Interest list when the person reaches a grade of C+ or better.

            Example
            Example

            Rules

            • Match Type | Match All
            • Prospect grade | is greater than | C+

            Actions

            • Add prospect to list | Newsletter Interest
            example of a rule that adds a prospect to a list

            Adjust Prospect Score

            This rule adds 50 points to the score of a prospect who submitted the Demo Request form or attended the Engage Alerts webinar.

            Example
            Example

            Rules

            • Match Type | Match Any
            • Prospect from | Demo Request | was completed successfully
            • Prospect webinar | attended webinar | Engage Alerts

            Actions

            • Adjust prospect score | by | +50
            example of a rule that increases a prospect score

            Decrease Prospect Score Based on Inactivity

            This repeating rule checks for prospects with no activity in the past 30 days. It decreases inactive prospect scores by 20 points every 30 days that a prospect in inactive.

            Example
            Example

            Rules

            • Match Type | Match All
            • Prospect time | last activity days ago | is greater than | 30
            • Prospect score | is greater than | 0

            Actions

            • Adjust prospect score | by | –20
            an example of a rule that decreases prospect score

            Assign a Prospect Based on Form Submission and Location

            This rule combines criteria and prospect actions. If a prospect expresses interest in a demo by completing a Demo Request and is also from Georgia, Alabama, Tennessee, or Florida, the prospect is assigned to the Southeastern US Reps user group.

            Example
            Example

            Rules

            • Match Type | Match All
            • Prospect default field | State | is | GA;AL;TN;FL
            • Prospect form | Demo Request | was completed successfully

            Actions

            • Assign prospect to user in group | Southeastern US Reps
            automation rule example that assigns prospects based on location
             
            Loading
            Salesforce Help | Article