Decision Tables for Business Rules Engine

Note If you use decision tables as part of Loyalty Management or Rebate Management, see Decision Table.

Create decision tables in Business Rules Engine, and use them in flows or expression sets. If you use custom or third-party tools to create workflows, use Connect APIs to integrate decision tables in your workflows.

Important If a decision table returns multiple outputs, the expression set reads only the first result from that decision table.

Important If you are using a custom profile in Salesforce, ensure that you have enabled the View Setup and Configuration permission from the Setup menu to have access to decision tables.

• Decision Table Terms in Business Rules Engine
  Here are the key terms used in decision tables.
• Supported Data Types and Operators in Decision Tables
  Decision tables support specific field types as inputs and outputs. A field’s data type determines the field's available operators.
• How Grouping Works in Decision Tables
  When you create a decision table, you can group the table’s rows by input fields. Grouping splits each unique combination of values in the grouping field rows into their individual group. By categorizing the data logically, when you provide input values from the grouping fields for lookup, the lookup considers only the group associated with that value. Grouping helps streamline the lookup process by focusing only on the relevant information for the given input values.
• How Source Filters Work in Decision Tables
  Narrow down the source object rows by using source filters when the source object has many rows. Use source filters to consider only relevant records from a large pool of records for decision-making.
• Input Field Conditions in Decision Tables
  When you create a decision table, select a source object for the decision table. Next, select the fields that you want to use as input and output. Finally, specify the condition logic for the input fields so that the decision table can evaluate input values or records from the object against the logic that you specify.
• How Result Filters Work
  When you create a decision table, you can specify how you want the table’s results to be filtered. The filter you choose determines whether you get a single matching result or multiple. If there are multiple results, filtering also determines the order in which the results appear.
• How Null Values Work in Decision Tables
  Use the Consider Null Values for Lookup option to handle the behavior of how rows with null values are treated during lookup. When you enable this option, rows with null values in the decision table are matched only when the input explicitly includes null, which ensures precise matches. When you disable this option, and any of the rows have null values, then the column values that pertain to the null value are also considered as null.
• Considerations for Creating Decision Tables
  Before you plan and create decision tables in your Salesforce org, review these considerations.
• Decision Table Asynchronous Events
  Trigger actions when decision table operations like Activation, Refresh, or CSV uploads complete asynchronously.
• Best Practices for Optimum Performance and Scalability of Decision Tables
  When you use decision tables for your decision-making process, it's important that you optimize them for scalability and performance. Scalability refers to the ability of decision tables to handle large datasets without compromising performance. Performance makes sure that decision tables operate at their highest efficiency with minimal latency and reduced processing time.
• How to Choose Between Standard and Advanced Decision Table Types
  Optimize your rule management based on the size and complexity of data by selecting the right decision table type. This categorization improves system performance and storage efficiency, ensuring fast and scalable decision-making processes. Customize your tables to improve flexibility and resource allocation.
• Create a Decision Table
  Create decision tables to read business rules and use the matching results in expression sets or flows. When you create a decision table, you can set the volume and complexity required for the table to match your data and business needs. You can either use a combination of source objects and related objects or a CSV file to define the source data for your decision tables. You can also use ready-to-use, industry-based templates to quickly create a decision table.
• Activate a Decision Table
  You can use decision tables in expression sets in Business Rules Engine, and in flows only when the decision tables are active.
• Refresh a Decision Table
  To meet evolving business requirements, you add, update, or remove decision table rows. If you update the object or the custom metadata type that contain the row data, refresh the decision table to ensure that the outcomes are based on the latest data.
• Tips to Manage Decision Tables
  You can modify or delete decision tables used in expression set versions to keep your rules up to date with changing business requirements.
• Considerations for Migrating Decision Tables
  Before you plan to migrate a decision table from a source org to a target org, review the migration considerations.
• Decision Tables for Developers
  Developers in your Salesforce org can employ developer resources to use and extend decision tables.