Decision Matrices

Multiple versions of the same decision matrix can be active simultaneously. The start date, end date, and rank determine which version of the matrix to use. Ranks are ascending, so rank 2 is higher than rank 1. If the start date of one version of a decision matrix overlaps the end date of another, you can set rank values to determine which one to use. If a call to a decision matrix specifies an effective date, that date is used to find the correct matrix. If an effective date isn't specified, the default is today.

• Standard Decision Matrices
  Standard decision matrices have characteristics, such as input columns, output columns, and versions, that are common to all decision matrices, irrespective of their type. Use standard decision matrices when you don't need the matrix to be part of a group or to be versioned row by row.
• Grouped Decision Matrices
  With grouped matrices, you can group a matrix's data into different versions if several rows have the same column values. For example, in a matrix with age and gender-based transport fares, you can use gender as the matrix key, with male and female as the key values for the versions. This grouping prevents repeating male and female as row values in the matrix and groups the data for males in one version and females in another.
• Text Ranges in Decision Matrices
  If your matrix has considerable data, use ranges to keep the matrix small. With text ranges, you can concisely specify a range of acceptable values in a matrix column instead of listing individual values.
• Numeric Ranges in Decision Matrices
  Use numeric ranges to keep matrices with sizable data small. With number ranges, you can concisely specify a range of acceptable values in a matrix column instead of listing individual values.
• Guidelines for Creating and Editing Decision Matrices
  Decision matrices require certain criteria to be met to successfully create versions or modify the data in existing versions.
• Create Standard Decision Matrices
  You can create a standard decision matrix by uploading a CSV file, by creating a version of an existing matrix, or manually.
• Create Grouped Decision Matrices
  You can create a decision matrix that groups rows in versions based on a group key and, if necessary, a sub group key. Versions in a grouped decision matrix can have different start date time values. When a grouped matrix is invoked, the group or subgroup keys are considered like input variables, for which you must provide values for lookup.
• Manage and Maintain Decision Matrices
  Learn how to edit decision matrix rows and columns, sort and filter matrix rows, and export matrices to CSV or DMN files.
• Decision Matrix Migration Considerations
  Here are a few typical migration scenarios and recommendations on how to maintain decision matrices in your target org for a successful migration.
• Decision Matrices for Developers
  Developers in your Salesforce org can employ decision matrix developer resources to use and extend decision matrices.